Zapiy Platform Tutorials & Feature Updates

From Bookings to Deadlines: Mastering CRM Calendar Feature Updates

From Bookings to Deadlines: Mastering CRM Calendar Feature Updates

Gloria Briones
Published on: 13/05/2025

Zapiy's new calendar update includes a 'What's New' button – that allows businesses to effortlessly discover and access the latest features within the CRM's Calendars.

CalendarsIntegrations
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Take Control of Group Access with the Community Membership Questions Feature

Take Control of Group Access with the Community Membership Questions Feature

Gloria Briones
Published on: 12/05/2025

Whether managing a Facebook Group, membership site, or online learning platform, Community Membership Questions update supports deeper community engagement and better alignment with your target audience.

Community & GroupsMemberships
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Built-In Payments, Streamlined Sales: CRM Forms Now Do More

Built-In Payments, Streamlined Sales: CRM Forms Now Do More

Gloria Briones
Published on: 10/05/2025

Zapiy's Payments Element is a prebuilt user interface component designed for integration within our visual form builder, allowing businesses to create multi-native forms that include card payment methods, donations via forms, and a variety of payment types.

Payments & InvoicingFormsIntegrations
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Standalone Tasks: Your CRM’s Secret Weapon for Daily Productivity

Standalone Tasks: Your CRM’s Secret Weapon for Daily Productivity

Gloria Briones
Published on: 08/05/2025

With Zapiy's new update, you can now create and assign tasks to your team members without having to link them to a particular contact, lead, or opportunity. It’s an ideal solution for general to-do lists, team coordination, internal checklists, project milestones, and more — all within one CRM.

Tasks
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