Elysium CRM New Features & Updates

Here is a summary of all the updates we've released over the past few weeks:

Funnels, Websites, Forms & Surveys

• Cart mode in order forms with quantity selectors

• Average cart value in stats

Affiliate management

• Create campaigns with different affiliate audience and commissions

• Choose only those products you want to split commission on

• Add and import affiliates from other platforms

• View leads, customers, and churn across your affiliates

• Review and approve affiliates for they payouts

• Deny payouts to affiliates

• Export commissions and make payment via preferred payment gateway

Social planner

• CSV bulk import

• Template library

• Hundreds of funnels, websites, social planner & emails live (3000+)

Payments

• Coupons

Calendar settings

• Teams (My Staff > Teams) moved under Calendar settings as groups

• Now you can quickly create a group with just a name, description, and URL

• Adding users to a team is no longer required to set up a calendar

• Users can be directly added to their respective calendars

• Reserve with Google

• Can book meetings via Google!

Workflows

• Web-hook improvements

• Workflow folder permissions

• If/Else multiple branches

• Goals (skip further along the workflow if a condition is met)

• Video trigger in Workflows from Funnels

• If someone watches a certain percent of a video in a funnel, we can detect it now

Memberships

• In-App upsells

• One-click upsells

• Themes

• Comments

• Mobile app

• Quizzes & Assessments

Mobile App

• Quick actions (book appt, send feedback, send SMS, make call)

• Invoicing

• Dark Mode

• Inbound calling on your phone from your business numbers

• Conversations 2.0

• Calendar block

Q4 Roadmap

Here are all the updates & new features we've locked in for the next three months. As always with features in development, they are aspirational when it comes to release dates, but we'll keep you updated!

2 way email sync whith Gmail & Outlook

Company object V2

• Consolidated view of all tasks at the company level

• Ability to create companies & associate contacts based on business name

Opportunity enhancements

Multiple phone & email per contact

Tag folders

Custom field/value folders

Schedule messages feature (email/SMS/etc.)

CC & BCC for emails

Conversations module new filters

• Last message direction

• Last message type

Create new message flow enhancements

Send as feature enhancements

Custom providers

User permissions more granular settings

Notifications manger - contacts, opportunities, reminders, etc

Apple business chat

LinkedIn integration enhancements

Audit log enhancements

- Calendars

• Calendar Setup

• Consolidate user calendar configuraiton

• Configuration flow improvements

• Recurring appointments

• Troubleshooting tool in the widget

• Logged-in users can troubleshoot slot availability

• Add Guests to bookings

• Collective scheduling (multiple people in the same meeting)

Workflows

• Membership - New Triggers

• Product started

• Category started

• Lesson started

• Lesson completed

• More custom values & if/else conditions

Goal Actions

• Booked appointment

• Contact replied

• % video watched

New workflow actions

• Trigger

• Inbound webhook

• Actions

• API (outbound data)

• Google sheet

• Slack

Memberships

• Certifications

• Offline Assignments

• Announcements

• Subscription Management

• Members, Course, Subscription Analytics

Mobile App

• Recurring invoices

• Notification actions

• Notification preferences

• Task manager

• Social Sign In

Reputation Management

• Auto-responder settings for GMB & FB reviews

• Review widget & funnel templates

WhatsApp integration (Q1 '23)

Blog

• Category pages

• RSS emails

• Share on Social Planner

• Custom Code - CSS & HTML

• Blog widget

• Social Share

• Comments

Social Planner

• Tiktok

• Instagram Story & Reels

• Template library

• Approval flow

• Custom Variables

• Internal notes

• Image & Video editor

• Recycle & repose socials

• Auto scheduler

• Grouping hashtag

Email marketing

• A/B testing

• Multiple Smartlist and tags

• ROI calculator

• Improved email reporting

• Improved inline email text editor

• Import for other platforms

• Image carousel

• Countdown timer

• Attribution of UTMs

Payments & Invoicing

• Order triggers for sales channel on workflows - Order forms, Calendars, Invoicing, Memberships

• Alternative payment methods via Stripe - Apply/Google pay

• Invoicing enhancements - Custom templtes, custom notifications, CC/BCC, team members, partial payments, alternate payment methods

• Subscription management & client portal

• Alternate payment gateways - Authorize.net, Square, NMI

• Proposals, Contracts, e-sign with invoicing

• Inventory management & ecommerce

Affiliate Management

• Integration with CRM & Workflows

• Create email templates for affiliates

• Run email campaigns on affiliates

• Pull affiliates from a workflow on contacts to the Affiliate Manager

• Affiliate portal for affiliates to track their own commissions, customers, and leads

• Second tier affiliate tracking

• Create campaigns with custom commission option

Forms & Surveys

• Video backgrounds

• Image slider

• New recurring timer pegged to day of the week, month, or year

• Better customisation

• Enable/disable forms and surveys based on date

• Instagram element

• External embedding option

• (Coming next year)

• Brand kit

• Sliding tables

• Social media follow & share elements

• Folders for forms and surveys

• Blog category and search options

• Conditional logic

• Maths operations

• Funnel builder improvements

...phew! What a list! As you can see, we're hard at work improving and extending Elysium CRM for our clients.