Sellify AI Product Release 4.28.25: Smarter Scheduling, CRM Testing, and Secure Billing

Description:
Sellify AI’s latest release introduces enhanced scheduling for PestPac users, realistic CRM testing capabilities, and a new backup payment method option to minimize billing disruptions.

What’s New in Sellify AI 4.28.25?

We’re excited to introduce several new updates designed to enhance scheduling, streamline testing, and secure billing processes. These features will help you run more realistic test campaigns, maintain smooth scheduling, and reduce billing interruptions.

1. Smarter Appointment Scheduling for PestPac Users

Scheduling just became more flexible for PestPac users, even if RouteOP isn’t available.

• Custom Scheduling Algorithm:

  • Sellify AI now includes a built-in scheduling algorithm specifically for PestPac users.
    

  • The system will prioritize RouteOP scheduling when enabled but will automatically switch to the custom algorithm if RouteOP is unavailable.
    

  • This ensures your scheduling flow remains seamless without requiring manual intervention.

2. More Realistic CRM Testing for Campaigns

Sellify AI now offers enhanced testing capabilities that more accurately mirror live campaign performance.

• CRM ID Support for Test Campaigns:

  • When running a test campaign, you can now provide a CRM ID to pull real customer data, such as addresses and contact information.
    

  • This ensures that test messages are formatted just like live campaigns, preventing discrepancies.
    

• Flexible Testing Options:

  • New Record Mode: Simulate a new customer interaction without affecting existing CRM data.
    

  • Update CRM Record Mode: Update existing CRM records during testing to mirror real customer journeys like winbacks or upsells.

3. New Backup Payment Method Option

Billing just became more reliable with the new backup payment method feature.

• Enhanced Billing Security:

  • You can now add a backup payment method to your Sellify AI account.
    

  • If the primary payment method fails, the system will automatically attempt to charge the backup, reducing service interruptions.

Why These Updates Matter:

• Maintain Scheduling Continuity: Ensure seamless appointment scheduling for PestPac users, even if RouteOP is down.
  

• Test Campaigns Accurately: Simulate realistic customer interactions without creating duplicate records in your CRM.
  

• Prevent Billing Disruptions: Automatically switch to a backup payment method to minimize potential billing issues.
  

Need Support?

If you have any questions about these updates or need assistance enabling new features, reach out to your Account Executive or contact our support team at:
👉 [email protected]