Notification scheduling + silencing reminders
In this video we'll show you how to customize notifications and snooze or silence reminders.
Multi-select for bulk actions: Find even more efficiency by doing things in bulk
In this video we'll show you how to use multi-select to perform bulk actions. Use filters and tags to get to the correct record set. Select all on a page or the entire record set. Select multiple nudges to mark complete or archive. Select multiple contacts to add or remove tags, assign [...]
Knudge now integrates with Redtail!
We’re excited to announce a new partnership with Redtail. If you're not already familiar, Redtail is a cost-effective, feature-rich, customizable, and highly automated CRM. It's great to partner with another leader in the wealth management technology space. With this integration Redtail users can easily import their contacts or link existing contacts to avoid duplicate [...]
Knudge partners with Wealthbox to help advisors manage their clients’ action items
Go beyond the planning and make sure all the doing gets done We’re excited to announce a new partnership with Wealthbox. If you're not already familiar, Wealthbox is a modern CRM for financial advisors known for its powerful yet simple user-experience for independent advisory firms of all sizes. With this integration Wealthbox advisors [...]
Introducing See Lee
As we continue to work to get Knudge to market, we’re also working to ensure we deliver best in class customer support. I wanted to take a minute to introduce you to one of our newest team members, See Lee who will be leading our customer success efforts. See is an accomplished Product Leader with experience [...]
Product Update January 2020
We're making great progress on the product and on building out our team. Our plan is for a public release this spring. What’s new with product development? The short answer is, a lot. Three specific milestones that we're excited about: You are now able to create and send recurring nudges. Nudges can be scheduled to [...]