{"id":9859,"date":"2024-12-31T03:38:18","date_gmt":"2024-12-31T03:38:18","guid":{"rendered":"https:\/\/www.privyr.com\/blog\/?p=9859"},"modified":"2024-12-31T04:41:00","modified_gmt":"2024-12-31T04:41:00","slug":"24-features-we-released-in-2024","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/24-features-we-released-in-2024\/","title":{"rendered":"24 Features We Released in 2024 \u2728"},"content":{"rendered":"\n
\"24
2024 brought so many great changes to Privyr. Come celebrate with us!<\/figcaption><\/figure>\n\n\n\n

I hope you\u2019re having a great end to 2024! As we prepare to enter 2025, Team Privyr and I have been reflecting \u2013 and celebrating \ud83c\udf89 \u2013 how far we\u2019ve come in the past year to meet the needs of customers like you.<\/p>\n\n\n\n

We built many of our new and updated features this year because of popular demand \u2013 and we\u2019re thankful to all of you for sending in your opinions and suggestions. Privyr wouldn\u2019t be Privyr without you all! We hope you continue to let us know your wishes and hopes with us through the next year and beyond.<\/p>\n\n\n\n

In the spirit of welcoming 2025, here are 24 ways we\u2019ve improved and updated Privyr to help you better capture, engage, and manage your clients<\/strong> in 2024.<\/p>\n\n\n\n

Capturing Leads<\/strong> \ud83c\udf1f<\/h2>\n\n\n\n

One of our goals for Privyr is to make capturing leads as easy as possible, so that you can keep your prospects moving along your sales funnel. Here are just a few of the features we released this year to help achieve this.<\/p>\n\n\n\n

1. Meta Conversions API (CAPI) Integration<\/h3>\n\n\n\n

This year, we became the only mobile-first CRM in the world to integrate with Meta Conversions API (CAPI), which helps you capture higher quality Facebook Leads at a lower cost per lead<\/a>.<\/p>\n\n\n\n

With CAPI, you can quickly send feedback from your Privyr account to Facebook about which leads are well-qualified so that Facebook will target your ads towards similar well-qualified prospects.<\/p>\n\n\n\n

2. Privyr Lead Forms<\/h3>\n\n\n\n

We released our own lead source<\/a> Privyr Lead Forms. This allows you to easily create and manage beautiful forms, in the mobile app and on Privyr on web<\/a>, to receive new leads from any online or offline sources directly into Privyr.<\/p>\n\n\n\n

3. AI Email Parser<\/h3>\n\n\n\n

Receiving leads via your email account? We released our AI Email Parser so you can receive those leads directly into your Privyr account \u2013 setup is super easy<\/a>!<\/p>\n\n\n\n

4. Systeme.io Integration<\/h3>\n\n\n\n

Many of you asked for a Systeme.io integration<\/a> for Privyr, so we built it! Now, you can send your new Systeme.io leads directly to Privyr.<\/p>\n\n\n\n

5. Capture Tab<\/h3>\n\n\n\n

The Privyr app got a little makeover with the Capture tab<\/a>, a one-stop hub that puts all of your lead capture options in one place. You can add or import new leads, manage your lead source integrations, and more.<\/p>\n\n\n\n

6. GoDaddy Integration<\/h3>\n\n\n\n

We created a new Privyr integration<\/a> for users receiving leads from GoDaddy, so that GoDaddy users can receive their leads into their Privyr accounts.<\/p>\n\n\n\n

Engaging Leads<\/strong> \ud83c\udf1f<\/h2>\n\n\n\n

We know from experience that when you engage with leads regularly and in a personalised manner, they\u2019re much more likely to trust you and purchase with you. Here\u2019s some of what we released in 2024 so that you can have meaningful, nurturing interactions with your prospects. \ud83e\udd17<\/p>\n\n\n\n

7. Default Intro Message<\/h3>\n\n\n\n

We made it faster than ever<\/a> to send an auto-personalised outreach to uncontacted prospects via WhatsApp or text. No searching, no scrolling, no copying-and-pasting \u2013 simply tap one time!<\/p>\n\n\n\n

8. Bulk Phone Calling<\/h3>\n\n\n\n

We created this feature so you can call your clients in sequence from a single screen. You can add call notes and follow-up reminders between conversations. Just long press on your Client List to get started<\/a>.<\/p>\n\n\n\n

9. More auto-personalised @variables in Messages<\/h3>\n\n\n\n

We expanded the number of @variables<\/a> you can use to automatically add details to your messages about your clients or yourself. This includes your company name, your phone number, your client\u2019s name, and more!<\/p>\n\n\n\n

10. Image Gallery<\/h3>\n\n\n\n

We released Image Gallery so that you can neatly share multiple images with a lead or client<\/a> without cluttering up a WhatsApp or text chat, or having to convert those images into PDFs.<\/p>\n\n\n\n

As with all Privyr Pages, you can share and track views on your Image Gallery through Privyr!<\/p>\n\n\n\n

11. Automatically Set & Update Follow-Ups<\/h3>\n\n\n\n

Goodbye, manual updates! With these Privyr settings, you can automatically update your follow-ups<\/a> whenever you contact a lead.<\/p>\n\n\n\n

12. Add Email Subject Line<\/h3>\n\n\n\n

When you send a template email from Privyr, you have the option to set a subject line<\/a> for that email within Privyr. It will automatically fill the subject line when you send a template email to a client \u2013 no need to manually type it in every time!<\/p>\n\n\n\n

Managing Leads<\/strong> \ud83c\udf1f<\/h2>\n\n\n\n

We know that many of you are dealing with multiple leads at the same time, along with other activities that you need to do day-to-day. Here\u2019s some changes we made this year to help you keep your prospects and sales activities organised, so that you can focus more on sales and less on manual admin work. \ud83e\udee1<\/p>\n\n\n\n

13. Add Facebook Pixel & Google Tag Manager IDs<\/h3>\n\n\n\n

To help you better understand your leads and where they are in your sales funnel, we released this feature which allows you to add Facebook Pixel and Google Tag Manager IDs to your Privyr Files, Pages, and\/or Lead Forms. This makes it much easier to track your lead conversions.<\/p>\n\n\n\n

14. Auto-merge Duplicate Leads<\/h3>\n\n\n\n

To help you keep better track of your leads \u2013 and keep team members from accidentally reaching out to the same lead more than once \u2013 Privyr will automatically detect and merge new leads into an existing client<\/a>, if the phone number and\/or email address matches.<\/p>\n\n\n\n

15. Capture Geolocation on Sales Activities<\/h3>\n\n\n\n

Privyr can automatically capture your geolocation whenever you record a sales activity<\/a> with a prospect, so you can remember it later when checking your client\u2019s Timeline.<\/p>\n\n\n\n

16. Search Clients by Display Name, Email, Notes, and more!<\/h3>\n\n\n\n

We released even more options<\/a> to find and manage your clients quickly, without having to scroll through your Client List.<\/p>\n\n\n\n

17. Home Tab<\/h3>\n\n\n\n

We added the Home tab<\/a> to Privyr so you can view & act on every outstanding lead, follow-up, and upcoming activity from one super convenient place.<\/p>\n\n\n\n

18. Share Clients via WhatsApp & Text<\/h3>\n\n\n\n

We made it easier than ever to share a client with another Privyr user<\/a>. They\u2019ll receive the entire entry via WhatsApp & text, and can easily import that Client Entry into their Privyr account.<\/p>\n\n\n\n

19. Custom Client Fields<\/h3>\n\n\n\n

We released Custom Client Fields, which helps you set important details in Client Entries to remember later on, such as your client\u2019s birthday, budget, lead stage, and more<\/a>! This helps you make every interaction with your client as engaging as possible.<\/p>\n\n\n\n

Team Features<\/strong> \ud83c\udf1f<\/h2>\n\n\n\n

We know that many of you work with sales teams, and so we\u2019ve built out our suite of Privyr for Teams features to help sales teams operate smoothly and more quickly reach their targets! To access these features, all you need is a Privyr for Teams account. \ud83e\udd1d<\/p>\n\n\n\n

If you\u2019re interested in using – or learning more about – Privyr for Teams, let us know here<\/strong><\/a>. \ud83c\udf8a<\/p>\n\n\n\n

20. Team Dashboard<\/h3>\n\n\n\n

There\u2019s no need to wonder what your team is doing all day with our Team Dashboard<\/a>, which makes it easy to check on the progress of individual team members \u2013 as well as your team as a whole \u2013 in a single glance.<\/p>\n\n\n\n

21. Sub-teams<\/h3>\n\n\n\n

We want Privyr to adapt to growing teams and teams of all sizes, so we released sub-teams, which helps to support more complex structures and permission settings within a sales team.<\/p>\n\n\n\n

22. Improved Team Lead Assignment Rules<\/h3>\n\n\n\n

We created more flexibility than ever<\/a> for people using Lead Assignment Rules with Privyr. Use Lead Assignment Rules with all Lead Sources as well as Custom Fields, on desktop and mobile.<\/p>\n\n\n\n

23. Improved Export Client List Options<\/h3>\n\n\n\n

We added more options<\/a> for when you want to Export Client List, including custom date ranges, export Client List & Activities by Team Member, export by Client Group, and more!<\/p>\n\n\n\n

24. Improved Team Features & Permissions<\/h3>\n\n\n\n

We know that within sales teams, there are different levels of management, so we made it possible for sales managers to grant Team Members admin access<\/a> to manage users, integrations, and more.<\/p>\n\n\n\n

Make a Wish<\/strong> \ud83d\ude4f<\/h2>\n\n\n\n

You don\u2019t need to wait for 1 January to tell us what you\u2019d like to see in Privyr. We\u2019re always open to hearing your wishes and suggestions, so if you have one for us, just email us at support@privyr.com<\/a> to tell us what feature(s) you\u2019d like to see in Privyr in 2025. \ud83c\udf86<\/p>\n\n\n\n

On behalf of myself and all of Team Privyr, I\u2019d like to thank you for being a part of our Privyr community. We wish you and your loved ones all the best for the upcoming year. We have bright plans for the future, and I look forward to continuing to work with you into the next year and beyond.<\/p>\n\n\n\n

Happy New Year! \ud83c\udf87<\/strong>
Aaron Lim, Co-founder & CEO of Privyr<\/p>\n","protected":false},"excerpt":{"rendered":"

We\u2019ve grown and changed a lot this year to better support you and your business! Here\u2019s a recap \u2013 and an opportunity to tell us what you want for Privyr in 2025.<\/p>\n","protected":false},"author":3,"featured_media":9863,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[207],"tags":[],"yoast_head":"\n24 features we released in 2024<\/title>\n<meta name=\"description\" content=\"We\u2019ve grown and changed a lot this year to better support you and your business! 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