App Marketplace

The App Marketplace within your CRM is the primary resource for discovering and installing various plugins. It features a broad selection of both free and premium applications, all designed to boost the capabilities of your CRM. From streamlining marketing tasks to gathering customer feedback, the marketplace offers tools to support nearly every facet of your business operations. How to Enter the App Marketplace 1. Switch to Agency Mode: First, confirm that you are in the agency view of your CRM, which gives you access to the App Marketplace. If you're setting up plugins for a specific sub-account, switch to that particular account. 2. Locate the App Marketplace: In agency mode, find and select the App Marketplace option, which will lead you to the section where available apps can be explored. Installing Plugins Upon entering the App Marketplace, you’ll find apps organized for easier navigation. Here’s a step-by-step guide to installing a plugin: Search or Browse: Utilize the search bar or explore various categories to find an app that meets your business requirements. Both free and paid options will be available for review. Review App Information: Select an app to read a detailed description of its features and how it can benefit your operations. Ensure that the app matches your business needs before proceeding with installation. Install the Plugin: To install an app, simply click on the "Install" button. Depending on the app, you may need to grant certain permissions or complete additional setup steps. Some plugins may require integration with third-party services (e.g., Zapier). Navigating the Marketplace While searching for an app, there are several ways to refine your results. One useful tool is Collections, which offers curated lists to help you find popular apps across several categories: Installed Apps Newly Added Apps Free and Paid Apps Custom Experience Hub (with installed apps that include custom JavaScript/CSS) Workflow Automation Hub (apps with custom workflow triggers) Conversation Hub (apps supporting customized communication tools) Additionally, you can use Categories to locate apps specific to certain functions, like advertising or customer service management. You can also narrow down your search using the Pricing Filter, which lets you quickly distinguish between free and paid apps. Another option is to use the Distribution Type Filter, which helps you differentiate between apps designed solely for agency use and those available at both the agency and sub-account levels. Practical Application and Examples Marketing Automation: Install a plugin that simplifies the process of automating marketing efforts, such as scheduling emails or social media posts. Customer Feedback: Opt for a tool that collects customer feedback directly through your CRM, helping you respond more effectively to client concerns. Troubleshooting and Tips Installation Problems: If you experience issues during installation, verify that your account has the necessary permissions and that you're viewing the correct account type (either agency or sub-account). Selecting the Best App: If you're uncertain which plugin to install, focus on your business’s current priorities and future needs. Reviews and ratings within the marketplace can also guide your decision.

The App Marketplace provides a valuable way to extend the functionality of your system, allowing for external integrations such as lead mapping and AI tools. These features help maximize the value clients find in your system, making it easier for them to grow and innovate. However, it is important to maintain a consistent brand experience. Since some apps may not align with your business model or industry, it's essential to have control over what your customers can access as the marketplace continues to expand. How to Disable the App Marketplace If you prefer that your clients do not have access to the App Marketplace, you can easily remove it from their left-side menu. To do this, navigate to the App Marketplace section in your Agency View and select "Manage App Permissions." Next, click the gear icon to access the settings and switch off the "Allow sub-accounts to access the App-Marketplace" option. How to Restrict Access to Specific Apps To restrict which apps your customers can view in the marketplace, follow these steps: 1. Disable Access to All Apps: In the settings, turn off the "Allow sub-accounts to access All Apps" feature. This will ensure that customers can only access the apps you have already installed. 2. Approve or Disapprove Apps: To manage individual apps, click on the name of an app to view its details. In the app’s profile, use the button in the upper-right corner to approve or disapprove the app. 3. Bulk Approval or Disapproval: To modify the status of multiple apps at once, open the "App State" drop-down menu from the left-hand navigation bar. Choose a status (approved or disapproved), then select the desired apps by ticking their checkboxes. Finally, use the button in the top-right corner to change their status. 4. Auto-Approval of New Apps: If you prefer to automatically approve all new apps added to the marketplace, simply enable the auto-approval option in the settings. By following these steps, you can efficiently manage app permissions, ensuring that your clients have a tailored, branded experience while benefiting from the marketplace's features.