Shows
SilverCore.io Growth PodcastThe Beginner's Path: Transforming SilverCore Leads into Customer LoyaltyReady to turn more leads into loyal customers? Our latest audio overview breaks down exactly how beginners can master the SilverCore.io strategy to build a dedicated customer base from the ground up. Perfect for those just starting their lead conversion journey!Book a Demo with https://silvercore.io/
2026-08-1901 minSilverCore.io Growth PodcastWait Step Resumes Workflows On Team RepliesIn this episode of SilverCore.io Growth Podcast we spotlight an enhancement to the Wait step in SilverCore.io CRM that makes automations respond to your team. Workflows paused on a Wait action can now resume instantly when a designated team member replies, or after an optional timeout you set. You choose which channels to monitor (email, SMS, chat) and which users trigger the resume—any user, the assigned user, or specific team members. The result is faster follow-ups, fewer manual handoffs, and cleaner pipelines for sales, marketing, and agencies. Setup is performed directly in the Wait step so automations re...
2026-07-2202 minSilverCore.io Growth PodcastAdvance Workflow When a Team Member RepliesIn this episode of SilverCore.io Growth Podcast we introduce the new “Until a User Replies” option for the Wait step in your automations. This update in SilverCore.io CRM lets workflows advance the moment a team member replies on a supported conversation channel, or after an optional timeout if no reply is received. You can choose which channels to monitor and which users should trigger the advance, ensuring the automation aligns with real human responses. The result is faster follow-up, cleaner handoffs, and fewer stalled deals — especially valuable for businesses, marketers, and agencies managing multiple channels and distributed teams. Try it...
2026-07-2201 minSilverCore.io Growth PodcastUser Replied Trigger: Automate Follow-Ups, Notifications, AssignmentsIn this episode of SilverCore.io Growth Podcast... we highlight the new "User Replied" workflow trigger in SilverCore.io CRM, a way to have automations respond when team members reply to contacts via supported conversation channels. Set it up from Automation > Workflows by choosing User Replied, applying filters to target specific fields and values, then chain actions such as notifications, tagging, owner assignment, or follow-up automations. For businesses, marketers, and agencies this speeds onboarding, enforces SOPs, simplifies performance reviews, and ensures consistent customer care with automated check-ins and pipeline moves after agent replies. The result is faster, more reliable follow-up...
2026-07-2201 minSilverCore.io Growth PodcastSMS Notifications For Rental BookingsIn this episode of SilverCore.io Growth Podcast... we introduce SMS notifications for Rental bookings inside SilverCore.io CRM, enabling faster, mobile-first communication with clients and teams. Turn it on in Calendars → Calendar Settings → Rentals → Global Settings → Notifications, select the SMS channel and choose a prebuilt or custom template; you can even set different templates for individual contacts versus businesses. Once enabled, SMS can be sent for booking events like unconfirmed check-ins, reminders before a booking, cancellations, and reschedule confirmations. Automated SMS reduces manual follow-ups, increases delivery speed and attendance, and helps businesses, marketers, and agencies lower no-shows while keeping operatio...
2026-07-2201 minSilverCore.io Growth PodcastSMS Notifications For Rental BookingsIn this episode of SilverCore.io Growth Podcast we introduce SMS notifications for rental bookings in SilverCore.io CRM. The update lets teams send automated text reminders, unconfirmed check-in prompts, cancellations, reschedules, and other booking updates directly from the platform. Enabling SMS is simple via Calendars → Calendar Settings → Rentals → Global Settings → Notifications, where you can toggle the SMS channel and select or create templates. For businesses, marketers, and agencies this reduces manual outreach, increases show-up rates, and ensures timely, mobile-first communication. Recipient-based templates let you tailor messages for individual contacts or organizations, giving teams more control and consistency while streamlining booking...
2026-07-2201 minSilverCore.io Growth PodcastSMS Notifications For Rental BookingsIn this episode of SilverCore.io Growth Podcast... we cover the new SMS notifications for Rental bookings, a feature that lets teams send text reminders and real-time updates directly from SilverCore.io CRM. Enabling SMS is handled in Calendars → Calendar Settings → Rentals → Global Settings → Notifications, where you can toggle SMS on and choose or create templates. Messages can be triggered by any rental booking event—reminders, confirmations, cancellations, reschedules, or follow-ups—and templates can vary by recipient type. For businesses, marketers, and agencies this automates time-consuming outreach, increases attendance and response rates, reduces no-shows, and keeps communication consistent and brand-aligned. Learn more a...
2026-07-2201 minSilverCore.io Growth PodcastThe SilverCore Growth Podcast: Winning the Occupancy Game in 2026Dive into the numbers behind the "referral tax" and why relying on directories for 60% of your leads is a major strategic risk. In this episode, we discuss the math of the $240,000 annual referral spend and the specific infrastructure—from Google presence to professional referral networks—needed to generate direct, qualified inquiries. Listen to learn how to own the prospect relationship from day one.Book a Demo with https://silvercore.io/
2026-07-2020 minSilverCore.io Growth PodcastSilverCore.io Growth Podcast: Cracking the AI Reputation Code🎧 Is your phone ringing less lately? It might be what AI is telling families about your agency. In this episode, Sara Guida explores how AI reputation works in 2026, explains why "counting stars" is a thing of the past, and reveals how AI extracts emotionally resonant claims from platforms like Google and Yelp to define your brand. Tune in for a strategic look at how professional, specific responses can modify your public record and get your growth back on track. Listen now! 🎙️Book a Demo with https://silvercore.io/
2026-07-1020 minSilverCore.io Growth PodcastSilverCore.io Growth Podcast: Stopping the Silent Loss of Your Best LeadsIn this episode, we dive into the most expensive moment in your business—the one that doesn't appear in your CRM or monthly reports. Listen to learn how a three-sentence automated system, costing less than $1 a day, can turn missed calls back into active conversations.Book a Demo with https://silvercore.io/
2026-07-1017 minSilverCore.io Growth PodcastSilverCore.io Growth Podcast: Cracking the AI Search CodeIs your community’s review profile telling AI nothing? We dive into why "great staff" is no longer enough and how to use milestone-based prompts to get the citable feedback that wins over both families and search algorithms.Book a Demo with https://silvercore.io/
2026-07-0519 minSilverCore.io Growth PodcastThe SilverCore.io Growth Podcast: Capturing the "Invisible" PlacementsFamilies in crisis don't wait for a callback—they call the next name on the list. In this episode, we dive into the data-driven reality of senior care intake and explain why a simple automated SMS can be your business's most effective lifeline. Learn how to protect your $2,500 to $4,000 monthly recurring revenue by simply holding the conversation open for your coordinators.Book a Demo with https://silvercore.io/
2026-07-0420 minSilverCore.io Growth PodcastSilverCore Podcast: Why Reputation Alone Won’t Save Your Ranking in 2026 In this episode, we explore why a 4.7-star rating is no longer enough to stay at the top of local search results. Tune in to learn why Google is now rewarding "consistent movement" over long-term history and get a simple, 20-minute weekly routine to keep your profile active and your inquiry volume high.Book a Demo with https://silvercore.io/
2026-07-0309 minSilverCore.io Growth PodcastHousecall Pro Integration With SilverCore.io WorkflowsIn this episode of SilverCore.io Growth Podcast... we introduce a new Housecall Pro integration that connects scheduling and job management directly to Workflows inside SilverCore.io CRM. By creating an API key in Housecall Pro and linking it when you add a Housecall Pro trigger or action in Workflows, your CRM automations can respond to bookings, reschedules and job completions automatically. The integration speeds up operational tasks, reduces manual handoffs between sales and field teams, and enables more sophisticated nurture and follow-up sequences. Home service businesses, marketers and agencies gain tighter lead capture and more consistent customer communication while...
2026-07-0201 minSilverCore.io Growth PodcastAccounting Sync: Monitor, Diagnose, And Retry Failed InvoicesIn this episode of SilverCore.io Growth Podcast... we introduce Accounting Sync, a centralized dashboard inside SilverCore.io CRM that monitors and resolves invoice, contact, and transaction syncs with QuickBooks, Xero, and Wave. The tool gives a live view of which records transferred, shows failure reasons and last attempt timestamps, and lets you retry syncs directly from the dashboard—no support ticket required. For businesses, marketers, and agencies this reduces manual reconciliation, keeps accounting audit-ready, and speeds up issue resolution so financial records stay accurate and customer billing remains smooth. Accessible from Payments → Invoices & Estimates, Accounting Sync trims firefighting time and...
2026-07-0201 minSilverCore.io Growth PodcastIf/Else Workflows Now Use Opportunity Owners and FollowersIn this episode of SilverCore.io Growth Podcast... we introduce smarter automation in SilverCore.io CRM: workflows can now use Opportunity Owners and Opportunity Followers as conditions in If/Else actions. That lets teams route contacts and opportunities based on who’s assigned or following a deal, aligning automated paths with real team responsibilities. Setting it up is quick inside Automations—edit or create a workflow, add an If/Else action, and select the Owner or Follower condition to build branching logic. For marketers, agencies, and sales managers this reduces manual triage, enforces accountability, and speeds follow-up, making sales and mark...
2026-07-0201 minSilverCore.io Growth PodcastInsert Company Fields Into Emails, Workflows, ContractsIn this episode of SilverCore.io Growth Podcast... we highlight a new capability in SilverCore.io CRM that lets you insert any company field—standard or custom—into emails, workflows, contracts, conversations, and AI context. Using the Custom Value Picker you select the Company group and add a bracketed placeholder that automatically populates with the right company data when messages or automations run. For businesses, marketers, and agencies this delivers deeper personalization, faster proposal and contract generation with fewer errors, and context-aware automations and AI responses that improve relevance and efficiency. The update connects company profiles to every communication channel so y...
2026-07-0201 minSilverCore.io Growth PodcastThe SilverCore Growth Podcast: Don't Let Your 7 PM Leads Go ColdIn this episode, we break down why the families you serve can't wait 12 hours for a callback during a crisis. We explore the specific GoHighLevel AI tools—from Voice to Workflow AI—available for free this summer and how they help senior care operators secure an infrastructure advantage that takes others over a year to close. Listen in to learn how to audit your response times and bridge the gap to 77% higher conversions.Book a Demo with https://silvercore.io/
2026-06-2719 minSilverCore.io Growth PodcastPreview More File Types In The Media Library Without DownloadingIn this episode of SilverCore.io Growth Podcast we highlight an update to the Media Library that lets you preview many more file types directly inside SilverCore.io CRM without downloading. The expanded viewer supports 3D models, Word documents, PDFs, Excel/CSV, plain text and code, and audio, and now displays clear messages when a file can’t be previewed or is too large while offering a download option. Use the three-dot menu and select Preview to open the correct viewer automatically. For businesses, marketers, and agencies this reduces app switching, speeds file checks and approvals, and keeps media organized so...
2026-06-2601 minSilverCore.io Growth PodcastExpanded Audit Logs For Preference Management And SubscriptionsIn this episode of SilverCore.io Growth Podcast... we introduce expanded Audit Logs that give teams clearer visibility into preference and subscription management activity inside SilverCore.io CRM. The update surfaces who made changes, when they occurred, and shows prior and new values so businesses, marketers, and agencies can trace contact preference and subscription edits with precision. Accessible from Settings > Audit Logs > Preference Management, records are exportable for compliance, reporting, and faster customer support. That means improved accountability across teams, quicker resolution of customer inquiries, and stronger oversight of subscription settings. Use the enhanced logs to streamline audits, tighten governance...
2026-06-2601 minSilverCore.io Growth PodcastManage Columns Now Shows All Form, Survey, And Quiz FieldsIn this episode of SilverCore.io Growth Podcast we walk through an update that makes managing form, survey, and quiz submissions easier in SilverCore.io CRM. The Manage Fields/Manage Columns area now pulls every field from your form definition — including fields that haven’t yet received responses — so you can select, order, and display them in the Submissions view before any data arrives. This gives businesses, marketers, and agencies greater visibility and control over data setup, speeds report and dashboard preparation, and reduces last-minute scrambling when forms change. The result is a more predictable, efficient workflow for managing responses and ge...
2026-06-2501 minSilverCore.io Growth PodcastSet Modal Height For Embedded Popups, Slide-Ins, And SidebarsIn this episode of SilverCore.io Growth Podcast we highlight a focused improvement in SilverCore.io CRM that gives you greater control over embedded forms, surveys, and quizzes on your website. You can now set modal height for popups, polite slide-ins, and sticky sidebars so embedded experiences fit pages and devices more consistently, while the builder temporarily disables Preview, Integrate, and Save until loading completes to prevent accidental clicks. The update keeps existing embeds intact and is simple to use through the builder’s Integrate → Embed Code flow. For businesses, marketers, and agencies this means cleaner on-site lead capture, a more...
2026-06-2501 minSilverCore.io Growth PodcastThe SilverCore Growth Podcast: Decoding the 2026 Social Media ResetListen in as we break down why a post with 40 comments is now more valuable than one with 100 likes. We discuss the critical shift from passive acknowledgement to meaningful social interaction and how to replace outdated activity announcements with content that builds genuine trust with new families.Book a Demo with https://silvercore.io/
2026-06-2418 minSilverCore.io Growth PodcastCreate LinkedIn Polls From Social PlannerIn this episode of SilverCore.io Growth Podcast... You can now create and schedule LinkedIn Polls directly from the Social Planner inside SilverCore.io CRM. The update lets you compose a post, enable a poll, enter your question, add up to four answer choices, and set poll duration from one to fourteen days, with an in‑builder preview to confirm appearance before publishing. For businesses, marketers, and agencies this reduces tool‑switching, streamlines social workflows, and makes polls easy to include in campaigns for audience research, feedback, and higher engagement. The integration keeps content planning centralized so teams can iterate fast...
2026-06-2401 minSilverCore.io Growth PodcastGradient Button Backgrounds for Forms, Surveys, and QuizzesIn this episode of SilverCore.io Growth Podcast... we introduce gradient background support for buttons across the Form, Survey, and Quiz Builder inside SilverCore.io CRM. You can now switch a button’s background from a solid color to a multi-stop gradient in the Button Colors & Background controls, choose gradient type, set multiple color stops and adjust the angle — all within the builder without code or plugins. For businesses, marketers, and agencies this offers an easy way to modernize forms and quizzes, boost visual engagement, and maintain brand consistency by creating subtle depth or bold, eye-catching buttons. Iterate designs faster and...
2026-06-2401 minSilverCore.io Growth PodcastConversations AI Suggestive Mode: Background Drafts And Editable RepliesIn this episode of SilverCore.io Growth Podcast... we highlight improvements to Conversations AI and a redesigned Suggestive Mode in SilverCore.io CRM. Reply suggestions are now drafted automatically in the background as contacts respond, appearing in a cleaner, easy-to-scan suggestion card so you can review, edit, or rewrite before sending. Suggestions refresh dynamically when new messages arrive and nothing is ever sent without your approval. For businesses, marketers, and agencies this means faster response times, fewer clicks to publish polished replies, and better consistency of tone while preserving human control. The update streamlines conversational workflows and helps teams stay...
2026-06-2301 minSilverCore.io Growth PodcastSilverCore Growth Podcast: The Mid-Year Marketing Data You’re MissingAre you halfway through 2026 without knowing which marketing dollar responsible for which client? Join Sara Guida as she discusses the most common revenue leaks in senior care and how to reactivate the 20% to 40% of unconverted inquiries currently sitting in your database.Book a Demo with https://silvercore.io/
2026-06-2321 minSilverCore.io Growth PodcastTask Status Goal Lets Workflows React To Task Creation Or CompletionIn this episode of SilverCore.io Growth Podcast... we cover a small but powerful update: Task Status is now available as a Goal Event type in SilverCore.io CRM. Workflows can respond when a contact’s task is created or completed, and you can apply filters by task type, owner, or other details so only the right tasks trigger goals. That enables automatic routing of contacts based on real task activity, simplifying follow-up, improving handoffs, and increasing visibility into completion rates. For businesses, marketers, and agencies this reduces manual tracking, ensures timely automated actions, and removes previous workflow workarounds so ta...
2026-06-2201 minSilverCore.io Growth PodcastSync Membership Question Answers To CRM Custom FieldsIn this episode of SilverCore.io Growth Podcast we highlight a new update that syncs Community membership question responses directly into SilverCore.io CRM custom fields. You can map onboarding or membership answers to specific CRM fields in Community Settings so responses flow straight into contact records without manual entry. This streamlines onboarding by enabling automated approvals, triggering existing workflows and follow-ups based on live member data, and keeping contact profiles current. For businesses, marketers, and agencies this means faster, more accurate engagement, fewer administrative bottlenecks, and richer data for segmentation and automation. Try linking membership questions to custom fields...
2026-06-2201 minSilverCore.io Growth PodcastThe SilverCore Growth Podcast: Bridging the $90,000 Occupancy GapIn this episode, we tackle the mid-year occupancy problem that has nothing to do with your budget or sales performance. We dive into why the first 120 minutes of a lead’s journey are the most expensive and how to fix the broken handoff between marketing and admissions to capture growth for the rest of 2026.Book a Demo with https://silvercore.io/
2026-06-2218 minSilverCore.io Growth PodcastSilverCore Growth Podcast: Bridging the Senior Care Response GapJoin us as we explore the staggering data behind senior care inquiries: while the average business takes over three hours to respond, the "shot clock" for a family's attention expires in just five minutes. We discuss how underperforming businesses are losing families during evenings and weekends by waiting for a human to be available. Tune in to hear how top operators are using automated systems to make families feel heard and informed the moment they reach out.Book a Demo with https://silvercore.io/
2026-06-2120 minSilverCore.io Growth PodcastTag Edit Confirmation To Prevent Accidental AutomationsIn this episode of SilverCore.io Growth Podcast we cover a practical update: safer, smarter tag management inside SilverCore.io CRM. Instead of tags saving instantly and sometimes triggering unintended automations, the Contacts tag dropdown now requires you to Apply or Cancel your selections. This confirmation step gives marketers, agencies, and business owners an easy undo, reduces accidental workflow starts, and makes list cleanup, lead categorization, and segment testing far more predictable. The small change improves day-to-day reliability for sales and marketing processes, helping teams maintain cleaner data and avoid costly automation mistakes. Try the updated tag workflow to see...
2026-06-1901 minSilverCore.io Growth PodcastAdd SEO-Friendly Image Captions In Blog EditorIn this episode of SilverCore.io Growth Podcast... we cover a small but powerful update in the SilverCore.io CRM Blog Editor that lets you add and manage image captions directly from the image toolbar. Captions sit below images, support attachments and multiline text, and boost SEO and accessibility so your posts rank better and are clearer to readers. The editor also converts SEO keywords into individual keyword chips for faster, organized optimization while scheduling, and adds image actions—open full-size modal, add a link, or leave as-is—so you control interactions without code. These enhancements help businesses, marketers, and agen...
2026-06-1901 minSilverCore.io Growth PodcastAI Agent Adds Knowledge Base Search for Contextual AnswersIn this episode of SilverCore.io Growth Podcast we introduce Knowledge Base Search for the AI Agent, a new capability that lets the agent pull relevant passages from one or more connected knowledge bases rather than loading all context into a single prompt. Within SilverCore.io CRM you can add the Knowledge Base Search tool when creating or editing an AI Agent action, select sources, set the query behavior (fixed or dynamic), and control how many content chunks are returned. The result is leaner prompts, lower token usage, faster responses, and answers grounded in your actual business content—giving marketers, ag...
2026-06-1901 minSilverCore.io Growth PodcastAI Data Extract Action Parses Messy Text Into Workflow VariablesIn this episode of SilverCore.io Growth Podcast we introduce the new AI Data Extract action inside SilverCore.io CRM, a tool that converts messy text—emails, SMS, webhook payloads, or AI outputs—into structured, typed variables ready for automation. Add the action to a workflow, select the input, and use pre-built templates or define custom fields; an optional context field helps the AI disambiguate complex inputs. Extracted values feed directly into downstream workflow steps without manual copying. For businesses, marketers, and agencies this means faster lead processing, consistent data normalization, and fewer manual touchpoints, freeing teams to focus on deci...
2026-06-1901 minSilverCore.io Growth PodcastAI Agents For Facebook Review RepliesIn this episode of SilverCore.io Growth Podcast... we introduce AI Agents for managing Facebook reviews inside the Reputation area of SilverCore.io CRM. The update lets teams create agents with chosen tone, language, and review conditions, assign them to specific pages, and automate or assist reply drafting. Agents generate context-aware, on-brand responses or provide AI-assisted drafts for human review, supporting multiple personalities across pages and languages. For businesses, marketers, and agencies this means faster response times, consistent brand voice, better multilingual coverage, and scalable review management without adding headcount. The feature reduces robotic replies, improves customer engagement, and helps...
2026-06-1901 minSilverCore.io Growth PodcastPublish Facebook Text Backgrounds From Social PlannerIn this episode of SilverCore.io Growth Podcast... we cover a new Social Planner enhancement that brings Facebook’s native background text experience directly into SilverCore.io CRM. Marketers can compose colorful text posts, choose background styles, preview how they will appear on Facebook, schedule and publish — all without leaving the Marketing section. This streamlines workflows by removing tool switching, speeds up content production, and increases visibility in crowded feeds with multiple preset styles. Built-in validation ensures backgrounds are compatible and posts publish reliably, reducing errors and rework for agencies and teams. The update helps businesses create more engaging social cont...
2026-06-1701 minSilverCore.io Growth PodcastConfirm Tag Changes Before Triggering AutomationsIn this episode of SilverCore.io Growth Podcast... we introduce a safer tag management workflow in SilverCore.io CRM. Tag edits on a contact now enter a draft state so changes are only applied when you click Apply; hitting Cancel discards edits and prevents accidental automation triggers. This brief but impactful update creates a review step before tags take effect, reducing unintended workflow runs and costly mistakes. For businesses, marketers, and agencies it delivers fewer interruptions, cleaner contact data, and more predictable automations across sales and marketing processes, helping teams manage leads and pipelines with greater confidence. Try the new...
2026-06-1701 minSilverCore.io Growth PodcastFacebook Text Backgrounds In Social PlannerIn this episode of SilverCore.io Growth Podcast... we highlight a new Social Planner feature that brings Facebook-style colorful text backgrounds directly into SilverCore.io CRM. Marketers and agencies can compose, style, preview, schedule, and publish eye-catching background posts without leaving the platform by selecting Facebook and using the Text Background picker. Built-in validation ensures compatibility and accurate display, while the native-look preview reduces surprises after publishing. The result is faster content creation, fewer tool switches, and posts that stand out in busy feeds—helping businesses grow their audience and keep teams focused. Try the new Facebook Text Backgrounds to st...
2026-06-1701 minSilverCore.io Growth PodcastPersonalized Category Sections For Quiz Result PagesIn this episode of SilverCore.io Growth Podcast we cover a new quiz result feature that makes outcomes more personalized and actionable inside SilverCore.io CRM. The quiz builder’s Customize Result Page now lets you add separate sections for each category, choose display rules (highest, lowest, or a specific result), and populate category-specific text, images, videos, and CTAs directly in the editor. The first category you create serves as a time-saving template, and an improved preview shows exactly how each outcome will appear to users. For businesses, marketers, and agencies this delivers higher relevance, faster setup, and clearer optimization—help...
2026-06-1501 minSilverCore.io Growth PodcastLayout-Level Conditional Visibility With Value-Based RulesIn this episode of SilverCore.io Growth Podcast we introduce a smoother, smarter Conditional Visibility experience inside SilverCore.io CRM. Layouts now include their own Visibility tab so you can apply rules to an entire layout at once, reducing repetition and errors. Two new value-based operators — IS EMPTY and IS PRESENT — let you control content based on whether any field (including attachment and other custom fields) contains data. In the email builder you can target any custom contact field to show or hide layouts and elements, making personalized messages more reliable and faster to create. These updates save time for mark...
2026-06-1501 minSilverCore.io Growth PodcastSilverCore.io Growth Podcast: The 21x Conversion AdvantageIn this episode, we dive into the most systematic and fixable revenue gap in senior care. Discover why leads contacted within five minutes are 21 times more likely to convert and how the Silver System closes the after-hours gap to keep your admissions pipeline full 24/7.Book a Demo with https://silvercore.io/
2026-06-1318 minSilverCore.io Growth PodcastFacebook Text Backgrounds Now In Social PlannerIn this episode of SilverCore.io Growth Podcast we walk through a new Social Planner enhancement in SilverCore.io CRM that brings Facebook’s native colorful background post composer directly into the Marketing section. You can create, schedule, and publish text-background posts without leaving the platform, using a live preview, background style picker, and automatic compatibility validation. For businesses, marketers, and agencies this speeds content production, reduces app switching, and increases visibility by making posts more eye-catching in crowded feeds. The integrated workflow cuts down on last-minute fixes and helps teams publish consistent, on-brand messages faster, improving engagement and campaign ef...
2026-06-1201 minSilverCore.io Growth PodcastTag Change Confirmation Prevents Accidental AutomationsIn this episode of SilverCore.io Growth Podcast we cover a small but impactful update: tag edits in the Contacts module no longer take effect immediately. SilverCore.io CRM now requires you to confirm tag additions or removals with an Apply button, or discard changes with Cancel, instead of saving instantly. This change prevents accidental automation triggers and reduces errors when cleaning lists, adjusting segmentation, or managing large contact sets. For marketers, agencies, and businesses that rely on tags to drive campaigns and workflows, the confirmation step adds a quiet safeguard that improves accuracy and predictability while saving time and...
2026-06-1201 minSilverCore.io Growth PodcastCompany Smart Lists: Build Shared Filtered ViewsIn this episode of SilverCore.io Growth Podcast... we introduce Company Smart Lists, a new feature in SilverCore.io CRM that brings the same dynamic, shareable filtering used for Contacts to company records. You can create named company views, apply nested or independent filters, save those views and share them with your team. For businesses, marketers, and agencies this reduces repetitive setup, enforces consistent record organization, and helps teams prioritize outreach and pipeline work. Administrators can standardize company data presentation while users gain faster access to the most relevant organizations. Company Smart Lists streamline workflows and improve focus so teams...
2026-06-1101 minSilverCore.io Growth PodcastMulti-Board Selection for PinterestIn this episode of SilverCore.io Growth Podcast... we spotlight Multi-Board Selection for Pinterest, a Social Planner feature in the Marketing section of SilverCore.io CRM that lets users compose a single pin and publish or schedule it to up to 25 boards across accounts. Selected boards are kept at the top for quick access, and each board receives its own published pin so one failure won’t halt others and analytics stay distinct. For businesses, marketers, and agencies this reduces repetitive posting, broadens reach to separate audiences, and simplifies management of multiple Pinterest accounts and niche boards. The result is fa...
2026-06-1001 minSilverCore.io Growth PodcastWait Action Redesign: Intent-Based Cards And AI BuilderIn this episode of SilverCore.io Growth Podcast we highlight the redesigned Wait action in Workflows inside SilverCore.io CRM. The update replaces nested menus with intent-based cards that show what a contact should wait for, groups related wait types and bundles booking options for a tidier workflow canvas, and adds an AI Builder button that generates a configured Wait card for you. Timing can be set with static or dynamic values, recurring rules, or exact days and times down to the second. For businesses, marketers, and agencies this means faster, less error-prone automation setup, cleaner workflow organization, and more...
2026-06-1001 minSilverCore.io Growth PodcastArray Formatter: Preview Types, Icons, And Zero-Cost RunsIn this episode of SilverCore.io Growth Podcast we introduce the redesigned Array Formatter in SilverCore.io CRM — the former “Array Functions” action with clearer naming, richer type descriptions, icons, return-type labels, and live output previews so you can see expected results before saving. The action is now billed as a standard execution at zero dollars and no longer carries the Premium Action badge, making array handling free to run within workflows. Use it after webhooks or any step that outputs arrays to reduce guesswork, speed debugging, and lower error risk. This update helps marketers, agencies, and businesses make array proces...
2026-06-0801 minSilverCore.io Growth PodcastSilverCore.io Growth Podcast: Cracking the AI Citation Code for Senior CareAre you seeing inconsistent inquiry volume despite running ads and directory listings? This episode explores the "AI visibility gap" and how it is quietly costing senior care operators occupancy. We discuss the necessary shift from traditional SEO to content architecture—restructuring your information into plain, specific language that AI tools can easily extract and cite. Tune in to discover how to make your community the primary answer when families ask AI for the best care options in your market.Book a Demo with https://silvercore.io/
2026-06-0718 minSilverCore.io Growth PodcastSilverCore.io Growth Podcast: The High Cost of After-Hours SilenceIn this episode, we dive into why 78% of families choose the first provider who responds and how the 2026 Voice AI update is changing the equation for senior care. Learn how to audit your missed calls and ensure your community is the one families reach first, no matter the hour.Book a Demo with https://silvercore.io/
2026-06-0518 minSilverCore.io Growth PodcastLinear Integration In Workflow Builder Connects CRM And EngineeringIn this episode of SilverCore.io Growth Podcast we cover the new native Linear integration in the Workflow Builder inside SilverCore.io CRM. This update lets automations respond to engineering events and creates two-way links between Linear issues and customer records, so product teams see real context and marketers or support teams can trigger follow-ups automatically. Setup uses OAuth via Integrations and supports triggers, actions, and webhook-backed notifications that remove manual handoffs while maintaining secure, short-lived connections. For businesses, agencies, and marketing teams this means faster issue resolution, clearer customer communication, and tighter alignment between product and revenue functions—improving cu...
2026-06-0501 minSilverCore.io Growth PodcastReply to Bluesky Comments From the Social PlannerIn this episode of SilverCore.io Growth Podcast... we introduce a time-saving update that lets you reply to Bluesky comments directly from the Social Planner in the Marketing section of SilverCore.io CRM. Instead of switching platforms you can open a post’s comments in the Social Planner, reply inline, and keep conversation threads (up to three levels) intact. Replies support emoji and the full thread is stored in your account for team access and searchability. For businesses, marketers, and agencies this streamlines workflows, reduces credential juggling, accelerates response times, boosts engagement and visibility, and captures customer feedback to inform st...
2026-06-0401 minSilverCore.io Growth PodcastSeparate Bot Sleep Controls For Manual And Workflow MessagesIn this episode of SilverCore.io Growth Podcast... we walk through a small but powerful update that gives you finer control over when Conversation AI bots pause. SilverCore.io CRM now separates the previous single “send bot to sleep” option into two independent toggles—one for manually sent messages and one for workflow or automation messages—plus a “Reactivate bot after” checkbox and timer to schedule when the bot wakes. Adjust these settings in AI Agents → Conversation AI when editing a bot. The change reduces unintended pauses, creates cleaner human-to-bot handoffs, and helps businesses, marketers, and agencies manage leads and customer inter...
2026-06-0401 minSilverCore.io Growth PodcastSilverCore.io Growth Podcast: Cracking the 2026 Local Search CodeIn this episode, Sara Guida explains how Google’s 2026 update has shifted the ranking landscape for senior care businesses. Discover why your established brand prominence might no longer be enough and how to use specific engagement signals—like review responses and Q&A activity—to outrank the competition.Book a Demo with https://silvercore.io/
2026-06-0420 minSilverCore.io Growth PodcastReply To Community Comments Directly From Social PlannerIn this episode of SilverCore.io Growth Podcast, we introduce a new in-CRM comment reply feature that lets you respond to community post comments directly from the Social Planner’s Comments view. Open a post’s detailed view, click Reply under any comment, and type your response without leaving SilverCore.io CRM. This reduces tab-switching and missed conversations while making moderation faster so teams can address negative or problematic comments before they escalate. For marketers, agencies, and business owners managing social communities, the update speeds up engagement, helps maintain timely conversations, and strengthens audience trust through consistent responses. Try replying in t...
2026-06-0301 minSilverCore.io Growth PodcastEmbed Voice AI Widgets Into Your Page LayoutIn this episode of SilverCore.io Growth Podcast... we introduce an embedded option for Voice AI chat widgets inside SilverCore.io CRM. The new Embedded placement lets teams place voice interactions directly in page layouts—choose Avatar or Visualiser, adjust size and style, then copy the snippet to add the widget to landing pages, funnels, or content pages. Create or edit widgets from the Sites → Chat Widget area and deploy multiple widgets where different pages need distinct voice experiences. Embedding reduces intrusiveness while giving precise placement, visual cues, and styling flexibility that boost engagement and conversions. This update helps marketers, agen...
2026-06-0201 minSilverCore.io Growth PodcastBuilt-In Email Verification Action For WorkflowsIn this episode of SilverCore.io Growth Podcast, we introduce the new Email Verification action in SilverCore.io CRM. This built-in workflow element validates addresses before any send step, acting as a gatekeeper that flags contacts as valid, risky, or invalid. You can route verified addresses onward while diverting unverified ones using an If/Else branch, and choose whether to allow only True (verified) emails to proceed. For businesses, marketers, and agencies this reduces bounces, protects sender reputation, and improves inbox placement, while simplifying large-scale contact management. Because the verification plugs directly into existing automations, teams can maintain campaign momentum...
2026-06-0101 minSilverCore.io Growth PodcastIndustry-Specific Custom Object Templates For Faster SetupIn this episode of SilverCore.io Growth Podcast... we highlight a new way to create Custom Objects using pre-built, industry-specific templates inside SilverCore.io CRM. Instead of designing objects, fields, and relationships from scratch, users can import templates that include ready-made objects, organized field folders, and pre-configured associations to contacts and companies. The result is a faster, plug-and-play setup that reduces configuration errors and keeps records connected and easy to navigate. For marketers, agencies, and businesses this means less time on admin and more time running campaigns, tracking projects, or managing subscriptions with confidence. Try templates to streamline onboarding and...
2026-06-0101 minSilverCore.io Growth PodcastSmart Lists Redesign And Updated Share IconIn this episode of SilverCore.io Growth Podcast... we highlight an overhaul of Smart Lists inside SilverCore.io CRM. The Contacts area now features a cleaner layout, refreshed icons and updated interactions that make viewing, organizing and managing lists faster and more intuitive. Sharing is simplified: use the three-dot menu, select Manage Smart List and click the new share icon to grant teammates access, matching sharing behavior across the platform. For businesses, marketers and agencies this means less time hunting for controls, more predictable collaboration and smoother workflows when segmenting contacts or delegating list tasks. The update delivers consistent controls...
2026-05-2901 minSilverCore.io Growth PodcastMe Filter For Pipelines And Primary Contact Notes In List ViewIn this episode of SilverCore.io Growth Podcast... we highlight two compact but impactful updates in SilverCore.io CRM’s Opportunities area. First, a new “me” smart tag lets pipeline views and Smart Lists automatically filter Owner or Follower fields to the signed-in user, removing the need to recreate personal views for every teammate. Second, Primary Contact Notes can be toggled into List view via Manage Fields, surfacing call-ready context without opening individual records. Together these changes reduce setup, increase consistency across teams, and speed daily triage, call preparation, and follow-ups for businesses, marketers, and agencies using SilverCore.io CRM. Try th...
2026-05-2901 minSilverCore.io Growth PodcastSmart Lists In Opportunities: Build Shared Pipeline ViewsIn this episode of SilverCore.io Growth Podcast we introduce Smart Lists for Opportunities — a new way to create reusable, focused pipeline views inside SilverCore.io CRM. Build Board or List views, apply filters, sorting and fields, and include specific pipelines to surface the deals that matter most. Admins can customize and use Sharing & Permissions so teams see consistent, prioritized views.
For businesses, marketers, and agencies this reduces repetitive setup, enforces pipeline standards, and makes it faster to identify and act on high-value opportunities. The result is clearer prioritization, less noise, and better alignment across sales and marketing teams. Learn mo...
2026-05-2901 minSilverCore.io Growth PodcastEmbed Funnel Pages Directly Into Course ContentIn this episode of SilverCore.io Growth Podcast... we highlight a new feature that lets creators embed existing funnel pages directly into course content inside SilverCore.io CRM. By inserting funnel pages into Product Courses, marketers and agencies can present offers, upsells and opt-in forms inside the course player without redirects. This creates a cohesive learning-to-purchase flow, enabling teams to reuse funnel assets across multiple courses, simplify course builds and capture leads or drive upgrades automatically. The update helps businesses increase conversions by aligning education and marketing into a single, action-oriented experience that reduces friction and boosts revenue potential. Learn...
2026-05-0701 minSilverCore.io Growth PodcastInbound Email Trigger: Start Workflows From Incoming EmailsIn this episode of SilverCore.io Growth Podcast... we introduce the new Inbound Email Trigger in SilverCore.io CRM, a workflow trigger that starts actions the moment an email arrives. You can filter triggers by sender, subject keywords, or conversation status and choose to fire only on brand-new threads. The trigger also exposes message details — including body text and reply threads — so workflows can reference real email content for smarter routing and responses. For businesses, marketers, and agencies this means faster first-touch replies, consistent automated acknowledgements, cleaner message routing, and reduced manual triage so leads and support requests are handled imme...
2026-05-0702 minSilverCore.io Growth PodcastForecast Tab: Expected Close Dates And At-Risk Deal TrackingIn this episode of SilverCore.io Growth Podcast we introduce the new Forecast tab inside Opportunities, a forecasting tool in SilverCore.io CRM that replaces spreadsheet-based guesses with probability-driven, date-aware pipeline projections. The feature surfaces a Main Summary of pipeline health, highlights missing data that could skew results, and maps expected revenue across selectable time periods with the Forecast Timeline. Users can group views by Owner, Status, or Expected Close Date and configure At-risk rules—adjusting reschedule triggers, overdue thresholds, and AND/OR conditions—to flag deals needing attention. For businesses, marketers, and agencies, this means clearer revenue visibility, earlier iden...
2026-05-0501 minSilverCore.io Growth PodcastImport Lessons, Modules, Or Entire CoursesIn this episode of SilverCore.io Growth Podcast... we introduce a new import feature in the Course Builder that lets you copy lessons, modules, or entire courses between products inside SilverCore.io CRM. From the Product Courses area you can choose “import from another course,” pick specific items or a full curriculum, and have content appear immediately in the destination course ready to edit. The update reduces repetitive work, preserves proven material, and keeps course structures consistent across offerings. For marketers, agencies, and businesses it speeds course creation, lowers manual effort, and makes scaling training or membership products more efficient. Lear...
2026-05-0401 minSilverCore.io Growth PodcastNested Folders for Campaigns and TemplatesIn this episode of SilverCore.io Growth Podcast... we introduce nested folders for Campaigns and Templates in SilverCore.io CRM, enabling deeper organization across client accounts, content types, and campaign structures. Teams can create multi-level folder hierarchies (more than five layers) and always see the folder path for quick context. Moving assets is simple from the Email > Campaigns or Templates area: create sub-folders on the fly or add them from within a folder to build a scalable structure. The update reduces time spent searching for templates, keeps campaigns tidy, and improves collaboration for businesses, marketers, and agencies managing many customers...
2026-05-0101 minSilverCore.io Growth PodcastAdd Knowledge Base Triggers To AI AgentsIn this episode of SilverCore.io Growth Podcast... we introduce a new Conversation AI feature that lets you add Knowledge Base usage instructions so the AI will explicitly pull specific KB content when defined trigger conditions are met. Configure triggers in the AI Agents area to control when particular articles are invoked, while the AI still dynamically evaluates matches when no trigger is present. For marketers, agencies, and businesses using SilverCore.io CRM, this delivers more accurate, standardized, and reliable responses to leads and customers, reduces missed details, and ensures consistent messaging across teams and channels. The update streamlines training...
2026-04-3001 minSilverCore.io Growth PodcastBuilt-In Live Room For Community EventsIn this episode of SilverCore.io Growth Podcast... we introduce Community Events' new built-in Live Room, a native location option that lets you host gatherings directly inside SilverCore.io CRM. Creating and publishing events now includes a native join link so members can attend without switching platforms. The Live Room provides flexibility—choose external tools or the native option—while simplifying mobile attendance, access control, notifications, and attendance management. For businesses, marketers, and agencies this delivers cleaner event workflows, higher participation, and consolidated engagement for webinars, workshops, and member meetups, keeping interactions inside your community and easier to manage. Learn more...
2026-04-2901 minSilverCore.io Growth PodcastLive Sessions In Courses: Schedule, Edit, And Add RecordingsIn this episode of SilverCore.io Growth Podcast... we explore the new Live Sessions feature inside Courses. Live Sessions creates a single, connected workspace in SilverCore.io CRM to schedule, host, and reuse real-time learning alongside course content. You can create one-off or recurring sessions, edit or cancel occurrences, and automatically access session recordings to insert as lessons for learners who missed the live event. For businesses, marketers, and agencies this reduces tool sprawl, simplifies event management, and boosts learner engagement by keeping scheduling, notifications, access control, and recordings in one place. The result is faster course workflows, easier content...
2026-04-2801 minSilverCore.io Growth PodcastDrip Action: Live Schedule Preview, Hover Summary, Stats ButtonIn this episode of SilverCore.io Growth Podcast... we introduce improvements to the Drip Action inside SilverCore.io CRM that increase transparency and reliability when pacing contacts through workflows. You’ll hear about a live schedule preview that shows up to ten upcoming batches and send times during configuration, a hoverable narration summarizing drip settings without opening the action, and a discoverable stats button that opens detailed throughput and performance data. Marketers, agencies, and operations teams gain predictable timing, faster validation of workflows, and clearer performance insights — reducing guesswork and ensuring consistent pacing even across publish changes. These small updates make...
2026-04-2802 minSilverCore.io Growth PodcastMessaging Analytics Redesign: Failure Rates, Reasons, Opt-OutsIn this episode of SilverCore.io Growth Podcast... we introduce the redesigned Messaging Analytics in SilverCore.io CRM. The update delivers interactive charts, cleaner layout, period-over-period comparisons with green/red trend indicators, and a failure-rate bar chart with a 10% threshold to spotlight delivery problems. You’ll also get a failure-reason breakdown and an opt-out-rate line with a 2% marker, plus interactive summary cards that open message-level logs with contact, status, timestamps, and error codes. These tools help marketers, agencies, and businesses identify and resolve deliverability issues faster, take targeted corrective actions, monitor subscriber health, protect sender reputation, and ultimately improve engagement an...
2026-04-2701 minSilverCore.io Growth PodcastCustomize Contact Detail Pages By RoleIn this episode of SilverCore.io Growth Podcast... we spotlight Contact Page Customization, a new SilverCore.io CRM feature that lets teams design tailored contact detail views. From the Contacts area use the Smart Lists settings to create or edit a view, name it, assign users, rearrange modules, configure panels and display formats, then save. The update helps businesses, marketers, and agencies surface critical fields like email, phone, custom data and folders, reduce clutter, and align contact pages to specific roles. That results in faster access to relevant information, clearer handoffs, and simpler workflows as responsibilities change. You can reassign...
2026-04-2701 minSilverCore.io Growth PodcastGoogle Business Profiles & The Cost of Missed Calls | SilverCore.io Growth PodcastIn this episode of the SilverCore.io Growth Podcast, we tackle the digital first impression most businesses neglect and the silent revenue killer you might be ignoring. First, we explore why your Google Business Profile is your most powerful sales tool in 2026, noting that fully optimized profiles receive 70% more visits and are critical for AI-powered search recommendations from tools like ChatGPT, Perplexity, and Gemini. Then, we quantify the true cost of a missed call, revealing that 74.1% of calls to small businesses go completely unanswered. Learn how implementing an automated missed call text-back system within 60 seconds...
2026-04-2520 minSilverCore.io Growth PodcastAI Agent Action Enables Autonomous CRM WorkflowsIn this episode of SilverCore.io Growth Podcast... we introduce the new AI Agent action for workflows inside SilverCore.io CRM. The update lets teams describe a goal in natural language and let an autonomous agent plan and execute a workflow step, choosing inputs, handling edge cases, and interacting with CRM data like contacts, pipeline stages, calendars, history, and custom fields. Marketers, agencies, and businesses gain faster automation without building complex branch logic: fewer manual rules, smarter decisions, and richer context-aware actions. Advanced options include rolling execution summaries, schema-driven JSON outputs, and selectable GPT-5.x models to balance cost and...
2026-04-2402 minSilverCore.io Growth PodcastPassword-Protected Magic Links For Social Planner ApprovalsIn this episode of SilverCore.io Growth Podcast... we introduce secure, temporary magic links for approvals inside the Social Planner. Users can generate password‑protected, 30‑day expiring links from the Content > Approval tab, share rich post previews with reviewers, and apply bulk approve/reject actions. The new Manage Links area centralizes tracking, lets teams regenerate or revoke access, and extend link validity when needed. These enhancements in SilverCore.io CRM eliminate account‑setup friction, reduce email and screenshot back‑and‑forth, and accelerate client sign‑offs—helping businesses, marketers, and agencies streamline creative review and speed campaign delivery. Learn more about SilverCo...
2026-04-2401 minSilverCore.io Growth PodcastFind And Replace For Workflow Values And TagsIn this episode of SilverCore.io Growth Podcast we highlight a new Find & Replace tool that streamlines edits inside Workflow automation. The feature lets you search within a single workflow for custom values, tags, or plain text (with Alt+F / Option+F shortcuts), step through matches, jump directly to the node, and apply Replace or Replace All for supported values. It supports partial matches and is case-insensitive for precise results. For businesses, marketers, and agencies this reduces tedious manual updates, speeds campaign and automation maintenance, and helps keep personalization tokens and tags consistent across complex flows. Listen to learn how...
2026-04-2301 minSilverCore.io Growth PodcastEnable Buy Now, Pay Later For Calendar BookingsIn this episode of SilverCore.io Growth Podcast we introduce Buy Now, Pay Later for calendar bookings inside SilverCore.io CRM. This new option lets clients schedule higher-priced consultations or services and pay over time while your business receives payment up front through BNPL providers. Designed for marketers, agencies, and businesses that sell premium appointments, the feature reduces checkout friction, boosts booking conversions, and improves customer experience by offering modern, flexible payments. Setup is straightforward via the Payments > Integrations area where you connect Stripe and enable BNPL for Calendars, so clients see installment options during booking while providers handle collections...
2026-04-2201 minSilverCore.io Growth PodcastSocial Planner Statistics: Custom Date Ranges And ComparisonsIn this episode of SilverCore.io Growth Podcast we highlight a key update to Social Planner Statistics in SilverCore.io CRM: customizable date ranges and comparison windows. You can now select any analysis period, choose an automatic previous-period or a custom comparison, and see KPIs, totals, and charts refresh instantly. This makes it simple to visualize campaign performance across specific windows and identify growth or decline without exporting data or doing manual calculations. For marketers and agencies, the change delivers clearer, more accurate client reporting and faster insight-driven decisions. The result is a more flexible, self-service analytics tool for tracking...
2026-04-2101 minSilverCore.io Growth PodcastCard Details Element Captures Payments During SigningIn this episode of SilverCore.io Growth Podcast we introduce the new Card Details element in Documents & Contracts, a simple way to capture signer payment information directly inside a contract. Within SilverCore.io CRM you add the field, assign it to a signer, and require entry; the signer enters card data in a secure pop-up and can save the card for future charges. This reduces friction by eliminating separate payment links and chasing invoices, lowering payment drop-off and speeding up conversions. For businesses, marketers, and agencies it streamlines billing workflows, enables repeat billing scenarios like subscriptions and auto-pay, and frees...
2026-04-2101 minSilverCore.io Growth PodcastAppointment Workflows: Enroll Primary Contact, Guests, Or BothIn this episode of SilverCore.io Growth Podcast... we explain a new update to appointment workflows in SilverCore.io CRM that lets workflows enroll multiple participants. The Customer Booked Appointment and Appointment Status triggers now allow you to target the primary contact, guests only, or both the contact and each guest — running once for the main contact and once per guest when selected. Note that guests added after the original booking won’t be enrolled by the earlier trigger. Setup is simple: add the trigger, choose enrollment, save, add actions, and publish. This improvement helps businesses, marketers, and agencies send remi...
2026-04-2101 minSilverCore.io Growth PodcastContact Page Redesigned: Dedicated Opportunities TabIn this episode of SilverCore.io Growth Podcast... we cover a targeted update to the Contact page in SilverCore.io CRM that surfaces Opportunities in their own tab on the right-hand panel (below Associations). This redesign makes opportunities faster to find, add, edit, or remove—either inline or via the opportunity card menu—without altering your underlying data structure. For businesses, marketers, and agencies, the change reduces time spent hunting for deal details, improves context when managing contacts, and supports a cleaner, more customizable workspace for pipeline work. Try the new layout to speed up deal management and keep opportunity info...
2026-04-2101 minSilverCore.io Growth PodcastReply To TikTok Comments Directly In Social PlannerIn this episode of SilverCore.io Growth Podcast we announce a time-saving update: you can now reply to TikTok comments directly from the Social Planner inside SilverCore.io CRM. Using the Social Planner’s Comments view, teams can respond to audience messages without switching apps or re-entering credentials. This feature helps businesses, marketers, and agencies keep conversations alive—boosting algorithmic reach, humanizing your brand, and turning comments into actionable feedback for product and messaging improvements. The primary value is efficiency: reduced distraction, fewer logins, and a more focused team workflow that improves response speed and engagement quality. Try replying to comm...
2026-04-1501 minSilverCore.io Growth PodcastColor Picker Now Shows Brand Palette And Global ColorsIn this episode of SilverCore.io Growth Podcast... we cover an update that streamlines styling in the SilverCore.io CRM builder: the color picker now surfaces your brand palette alongside defaults and any global custom colors. Selecting a saved brand color shows a live preview on elements like buttons so you can confirm appearance instantly. Need a new shade? Use the Manage option to Add New Global Custom Color and it becomes available across projects and assets. This change reduces manual hex copying, prevents inconsistent styling, and speeds up builds for marketing and agency teams by keeping designs aligned with...
2026-04-1401 minSilverCore.io Growth PodcastAttachments Carry Over When Duplicating Workflow ActionsIn this episode of SilverCore.io Growth Podcast we cover a time-saving update to attachments in SilverCore.io CRM workflows. You can now add a file from your media library or upload it once and have that attachment persist when you duplicate actions or entire workflows. The system validates file type and size and shows inline errors when necessary, so attachments behave predictably across copies. For marketers, agencies, and business owners managing leads, emails, or content automations, this reduces repetitive uploads, lowers the risk of broken links, and speeds up building repeatable processes. Existing workflows remain unchanged while new builds...
2026-04-1301 minSilverCore.io Growth PodcastConversation AI Handles Inbound Email Replies, Templates & CC/BCCIn this episode of SilverCore.io Growth Podcast we cover a powerful update: Conversation AI in SilverCore.io CRM can now manage inbound email replies alongside chat channels. You’ll learn how AI agents can send formatted emails, follow reply rules, and apply default CCs or BCCs while using plain text or designed templates so messaging remains on brand. Enabled from the AI Agents Conversation AI settings, the feature unifies email and chat context so responses stay accurate and consistent. For businesses, marketers, and agencies this means faster, automated follow-ups, reduced manual handoffs, and better stakeholder visibility—improving response times and...
2026-04-1201 minSilverCore.io Growth PodcastSLA Performance Dashboard In ConversationsIn this episode of SilverCore.io Growth Podcast... we introduce the new SLA Performance Dashboard inside Conversations, a focused analytics tool in SilverCore.io CRM that consolidates response times, SLA adherence, and performance trends. From Conversations > Analytics you can select time ranges, switch trend charts, and filter or sort by user and channel to pinpoint wins or problem areas. Reports only include messages with completed SLA evaluation (excluding read-only items), so metrics stay accurate and actionable. The dashboard helps teams maintain accountability, detect bottlenecks early, and target coaching or rewards based on reliable data — enabling businesses, marketers, and agencies to im...
2026-04-1202 minSilverCore.io Growth PodcastReview Request Page: Search, Channel, And Status FiltersIn this episode of SilverCore.io Growth Podcast we highlight an upgrade to the Review Request page in SilverCore.io CRM that makes managing customer reviews faster and less error-prone. A new search bar finds contacts by name, email, or phone in seconds, and enhanced filters let you view requests by delivery channel (WhatsApp, email, phone) and by status — queued, undelivered, failed, sent, delivered, opened, or read. For businesses, marketers, and agencies this means less time digging through lists, fewer manual mistakes, and quicker, more targeted follow-up from support and marketing teams. The update improves response times, helps surface feedback tr...
2026-04-1201 minSilverCore.io Growth PodcastConversation AI Books Directly Into Services CalendarIn this episode of SilverCore.io Growth Podcast... we cover a major Conversation AI update that lets businesses book service appointments directly into the Services Calendar via SMS, Live Chat, Facebook, Instagram and WhatsApp. Within SilverCore.io CRM the bot maintains conversational memory, asks clarifying questions, and presents a booking preview for customer confirmation, eliminating form friction and reducing scheduling errors. Setup is quick—go to AI Agents, open Conversation AI, enable Appointment Booking, choose Services as your calendar type, select services and add booking instructions. Teams save time on manual scheduling and avoid missed details, while marketers and agencies ga...
2026-04-1001 minSilverCore.io Growth PodcastEdit Pipelines From Dropdown With Global Stage ColorsIn this episode of SilverCore.io Growth Podcast we walk through two productivity-focused updates in SilverCore.io CRM: inline pipeline editing from the pipeline dropdown and new stage color display options. You can now create and edit pipelines without leaving the view you’re in, reducing clicks and speeding adjustments. Choose between a default no-color look, a small colored dot, or a richer background tint for each stage; those colors appear across Kanban boards, record details, and other key areas so visual cues stay consistent for everyone on the account. These changes help marketers, agencies, and businesses prioritize work faster, im...
2026-04-0901 minSilverCore.io Growth PodcastFathom Integration: Sync Meeting Transcripts And SummariesIn this episode of SilverCore.io Growth Podcast... we introduce the new Fathom integration for SilverCore.io CRM, allowing meeting transcripts and summaries to flow directly into your workflows. Fathom’s automated transcriptions can now trigger automations or act as workflow actions, attach notes to the right contacts using participant details, and populate CRM fields for accurate record-keeping. Setup is handled from Integrations with options to select meeting filters and test triggers before saving. The result is reduced manual data entry, seamless synchronization across teams, and the ability to convert conversations into automatic follow-ups, task creation, and internal notifications — ideal for...
2026-04-0801 minSilverCore.io Growth PodcastRedesigned Custom Fields With Live Preview and Searchable CuesIn this episode of SilverCore.io Growth Podcast we spotlight smarter custom fields — a refreshed approach to creating, organizing, and managing the customer properties that matter most. SilverCore.io CRM now offers a cleaner interface with visual cues that flag unique and searchable fields, a top dropdown to switch object views (Contacts, Opportunities, etc.), and a live preview that shows changes as you configure labels and formats. The streamlined Create Field workflow makes adding types, folders, and object links faster and less error-prone. For businesses, marketers, and agencies this means reduced setup friction, clearer field definitions, more reliable searchable data, an...
2026-04-0801 minSilverCore.io Growth PodcastImage Layout Controls For Forms And SurveysIn this episode of SilverCore.io Growth Podcast... we introduce enhanced image layout controls for Forms and Surveys in SilverCore.io CRM. You now get four layout styles, per-slide overrides, and pixel-friendly adjustments such as left/right placement, corner radius, and spacing — all adjustable in the style settings without code. These controls let teams craft cleaner, brand-consistent forms and survey flows that guide attention and improve engagement. For businesses, marketers, and agencies this means faster, more polished page builds, better user experiences, and higher conversion potential from interactive content. Try the updated image options to make your next form or su...
2026-04-0201 minSilverCore.io Growth PodcastAdvanced Filters In Sites Analytics For Funnels, Websites, WebinarsIn this episode of SilverCore.io Growth Podcast we highlight the new Advanced Filters inside the Sites Analytics tab — a targeted upgrade for Funnels, Websites, and Webinars in SilverCore.io CRM. You can now apply multiple filter criteria, create nested conditions that must occur together, or add alternative filters to compare segments, and the dashboard updates instantly with charts and metrics scoped to those filters. For marketers, agencies, and business owners this means faster, more accurate analysis without exporting raw data: slice performance by audience or behavior, compare segments side-by-side, and use those insights to refine pages and focus campaigns on...
2026-04-0101 minSilverCore.io Growth PodcastCustom QR Codes With Shapes, Colored Borders, And Rim CTAsIn this episode of SilverCore.io Growth Podcast... we introduce enhanced QR code customization in SilverCore.io CRM, letting teams create branded, action-driving codes. You can choose rounded or circular shapes, add a colored border or frame, and place call-to-action text around the rim top and bottom to make intent clear. Built into the Sites area’s QR Codes tab, the workflow guides you to select a destination, style the code, and download or share it in minutes. For businesses, marketers, and agencies this means QR assets that align with brand guidelines, present clearer calls to action, and increase scan en...
2026-03-3101 minSilverCore.io Growth PodcastTargeted Coupons For Specific Variants And Price PointsIn this episode of SilverCore.io Growth Podcast... we introduce targeted coupons in SilverCore.io CRM that let you apply discounts to specific price points or individual product variants instead of the entire product. From the Payments → Coupons area you can create or update a coupon, limit which products it applies to, and drill down to precise variants or price points—eliminating workarounds like duplicating items or removing variants. This gives businesses, marketers, and agencies greater control over promotions, simplifies setup, and prevents unintended discounts at checkout. Workflow triggers such as Coupon Code Applied and Coupon Code Redeemed now respect vari...
2026-03-3001 minSilverCore.io Growth PodcastNotes Redesigned: Attach Files, Pin Notes, And SearchIn this episode of SilverCore.io Growth Podcast... we highlight a major Notes update in SilverCore.io CRM that makes contact records smarter and action-ready. The refreshed Notes tab lets you attach up to five files to a note, pin up to two critical notes to the top of a contact timeline, and search keywords across note titles and descriptions. You can also link related records and color-code notes for easier scanning. For businesses, marketers, and agencies this delivers faster recall, clearer handoffs, and centralized documentation—helping teams follow up more quickly, keep promises to customers, and reduce lost context. Tr...
2026-03-2701 minSilverCore.io Growth PodcastFacebook Post Sync Brings 30-Day Auto Import To Social PlannerIn this episode of SilverCore.io Growth Podcast... we introduce Facebook Post Sync, a new Social Planner capability that automatically imports your recent Facebook posts and basic performance metrics into SilverCore.io CRM. The sync pulls post text, images or videos, and core analytics from the past 30 days and maintains updates in the background, preserving original publish dates so historical content appears alongside scheduled items. For marketers, agencies, and business owners this centralizes social activity, removes manual reconstruction of past posts, and produces cleaner, date-accurate reporting for better historical comparisons and campaign analysis. Enablement is simple from the Social Planner’s...
2026-03-2602 minSilverCore.io Growth PodcastLink Objects To Companies For Richer B2B DataIn this episode of SilverCore.io Growth Podcast... we introduce associations between objects and companies inside SilverCore.io CRM, addressing a common B2B limitation. Administrators can enable and configure these associations in subaccount Objects settings to link companies with opportunities, custom objects, and other records so related entries appear directly on company records. The update centralizes context across sales, marketing, and account management, helping teams coordinate faster, manage multi-stage workflows without switching views, and produce cleaner segmentation and reporting. Agencies and marketers gain richer relationship data for campaign targeting and client management, while businesses benefit from more reliable datasets...
2026-03-2601 minSilverCore.io Growth PodcastRentals: Manage Inventory-Driven, Duration-Based BookingsIn this episode of SilverCore.io Growth Podcast... we introduce Rentals, a new module in SilverCore.io CRM for managing bookable inventory driven by duration and availability. Rentals lets businesses create listings with variants, set availability by hour, day, week, or month, and visualize reservations in a purpose-built calendar while tracking stock to prevent double bookings. Enable Rentals from Calendar Settings, add listings, and configure global booking rules, payments, and notifications to streamline operations. This feature helps agencies, marketers, and businesses expand into equipment, vehicle, vacation, coworking, and event rentals, reduce manual admin, and deliver smoother customer experiences—all inside Si...
2026-03-2502 minSilverCore.io Growth PodcastNotes On Custom Objects: Create, Associate, And SearchIn this episode of SilverCore.io Growth Podcast... we cover the new ability to add notes directly to Custom Objects in SilverCore.io CRM. You can create fresh notes on any custom record or associate existing notes from Contacts and Opportunities, keeping critical context tied to the exact data entity. The feature uses the same familiar notes editor and includes smart search and filtering by entity type, author, or keywords, so teams find information quickly. For businesses, marketers, and agencies this reduces duplication, improves handoffs, and preserves campaign or client-specific details where they belong—streamlining collaboration and accelerating workflows across yo...
2026-03-2501 min