Hello Rotor users,

We've been working hard this past month and are excited to announce two new features: Client Portal and Workflows!

We've also fixed numerous bugs and continue to plan ways to make Rotor an even better platform for the long run.

Please submit feedback, bugs, and ideas through our Feedback hub (click the icon next to your profile icon in the top right on desktop).

Learn more about Rotor features by referencing our help center here:

https://helpcenter.getrotor.com/

Client Portal

• Links for Quotes, Invoices, Receipts, Agreements will all log them into the client portal

• Customers and Leads can see all the Appointments, Invoices, Quotes, Agreements, and their card on file

• Company subdomains

  • Link previews will show your brand logo

  • Anytime your clients can visit the portal and login via their phone number or email. They can access it at <company-name>.portal.getrotor.com/p/login

Workflows

• Automations are now workflows

• Visualize & Build your own automations

• Customize Triggers & Actions

• Found under Engagement → Workflows

• Visualize your pipeline better & when opportunities will move next via automation

We're grateful for your continued support and feedback as we build Rotor together.

-Team Rotor