[Sample] Feature Requests

Waves Pest Control

Ability to define and manage user roles, allowing control over who has access to specific data and features within Examply for better access controls.

Ability to define and manage user roles, allowing control over who has access to specific data and features within Examply for better access controls.

Ability to define and manage user roles, allowing control over who has access to specific data and features within Examply for better access controls. 

[Sample] User access management

Prioritized

Cindy Fortes [sample]

We need to segment customers based on attributes such as the actions they perform within the app and their current billing plans. This will enable us to categorize customers into distinct cohorts more effectively, allowing for targeted communication.

We need to segment customers based on attributes such as the actions they perform within the app and their current billing plans. This will enable us to categorize customers into distinct cohorts more effectively, allowing for targeted communication.

We need to segment customers based on attributes such as the actions they perform within the app and their current billing plans. This will enable us to categorize customers into distinct cohorts more effectively, allowing for targeted communication. 

[Sample] Customer Segmentation

Done

Adam Benetti

Right now, there is no way to quickly see the numbers that matter to our business. I propose we should build a dashboard where we display various data points like sales, top-line revenue impact, user activity, critical funnel, touch points, etc.

Right now, there is no way to quickly see the numbers that matter to our business. I propose we should build a dashboard where we display various data points like sales, top-line revenue impact, user activity, critical funnel, touch points, etc.

Right now, there is no way to quickly see the numbers that matter to our business. I propose we should build a dashboard where we display various data points like sales, top-line revenue impact, user activity, critical funnel, touch points, etc. 

[Sample] Dashboard for real-time statistics

In Progress

Anthony Cavazos [sample]

I’d like to upload multiple contacts, leads, and account data in one go rather than inputting records individually. Right now the process is very archaic. To start with, it should support CSV, and we can later expand it to Excel and JSON. It should also auto-validate the fields against the database and handle errors properly.

I’d like to upload multiple contacts, leads, and account data in one go rather than inputting records individually. Right now the process is very archaic. To start with, it should support CSV, and we can later expand it to Excel and JSON. It should also auto-validate the fields against the database and handle errors properly.

I’d like to upload multiple contacts, leads, and account data in one go rather than inputting records individually. Right now the process is very archaic. To start with, it should support CSV, and we can later expand it to Excel and JSON. It should also auto-validate the fields against the database ...

[Sample] Bulk data import

Under Review

James Smith [sample]

We use HubSpot for our marketing automation and CRM. It would be great if we could integrate Examply with HubSpot, so we can sync our contacts and leads.

We use HubSpot for our marketing automation and CRM. It would be great if we could integrate Examply with HubSpot, so we can sync our contacts and leads.

We use HubSpot for our marketing automation and CRM. It would be great if we could integrate Examply with HubSpot, so we can sync our contacts and leads. 