Last Touch

The widget will track the dates or the date and time of the latest communication with clients and keep this information up to date on a continuous basis.

Key features and capabilities of the widget: 

• Filling in an additional field in the Contact, Company and/or Deal with the date of the latest communication with the client;
• Ability to select which actions are considered a "touch": incoming and outgoing calls, chat messages (incoming and outgoing), SMS messages (incoming and outgoing), field changes, adding notes, changing the deal stage;
• Selecting users whose "touches" will be counted. You can also enable tracking of automatic "touches" (performed on behalf of the "Robot" user);
• Recording a "touch" when a field is changed (available in the advanced plan);
• Defining which CRM entities the date of the last "touch" should be recorded in;
• Recording the "touch" counter and the name of the user who performed the "touch" in entity fields;
• When recording the date of the last "touch" in a Deal, you can set a rule for finding the appropriate deal: select the newest or oldest deal at certain stages;
• The date and time of the last "touch" are recorded in additional fields of the corresponding type in a unified format. This makes it easy to use data entered by the widget into CRM entity cards for further automation — both with other widgets and via the built‑in Salesbot functionality in kommo CRM;
• Simple and intuitive settings interface: only necessary options — field mapping and conditions for selecting the appropriate Deal;
• Option to enable recording the date of the first "touch" instead of the last one in the fields.

You can install the widget and try it out for 10 days WITH NO LIMITATIONS.

View the manual