Everything You Need to Know
About Dinamic5
We have compiled detailed answers across 11 categories — so you can find exactly what you are looking for, without waiting.
Questions About Sales
& Marketing
Dinamic5 provides a visual sales pipeline with drag-and-drop, custom stages, automatic lead scoring and tracking of every interaction — from first lead to closed deal. Every rep sees exactly where they stand and what the next step is.
Yes. Dinamic5 includes a full marketing engine — email marketing, WhatsApp marketing, SMS, landing pages and forms. Build end-to-end campaigns, track opens and clicks, and trigger automations based on customer behavior.
The system scores every lead based on activity — opened an email? Clicked a link? Visited your website? Replied on WhatsApp? Each action adds points. Hot leads rise to the top so your team knows exactly who to contact first.
Absolutely. Connect forms from any platform via Webhook, Zapier or direct API. Leads flow into the system automatically with all details, triggering automations — rep assignment, messages, tasks and more.
Questions About
Customer Management
The customer card centralizes everything — contact details, call history, emails, WhatsApp messages, deals, quotes, invoices, tasks and notes. Every team member sees the full picture in one click.
Yes. Import from Excel or CSV with one click. The system auto-detects fields, allows manual mapping, and identifies duplicates. Google Contacts and other CRM imports are also supported.
Of course. Add tags to customers, create custom fields, and filter by any field — city, lead source, deal amount, last activity date and more. Save filters as "smart views" for reuse.
Questions About
Projects & Tasks
Kanban board with drag-and-drop, Gantt view, subtasks, priorities and deadlines. Every project links to a customer so you see the full picture — from deal to delivery.
Yes. Every task can be assigned to an employee with a due date, priority and status. Managers see a dashboard of the entire team — who is overloaded, who is free, and what is behind schedule. Automatic reminders are sent before deadlines.
Yes. Save any project as a template with all tasks, stages and assignees. When you open a new project of the same type — everything is created automatically. Saves hours of repetitive work.
Questions About Automations
& Workflows
Automations are rules that trigger actions automatically. For example: new lead comes in -> WhatsApp message sent + task created for rep + customer added to mailing list. All without manual intervention.
Not at all. The visual automation builder uses drag-and-drop. Choose a trigger (what starts it), conditions (when) and actions (what happens). Pre-built templates are available for common scenarios — new leads, follow-ups, payment reminders and more.
Send email, WhatsApp message, SMS, create task, update field, transfer lead to rep, update deal status, send notification, connect to external Webhook and more. You can combine complex conditions with if/else logic and wait times.
Questions About Payments
& Billing
Yes. The system connects to leading payment processors. Send payment links to customers, charge in installments, set up recurring billing and auto-generate receipts.
Absolutely. All payments go through PCI DSS certified providers. Dinamic5 never stores credit card details — payments are processed directly through the secure provider.
Yes. Set up recurring charges — monthly, bi-monthly, quarterly or annual. The system sends reminders before charges, alerts on failed payments and generates recurring revenue reports.
Questions About Digital
Signatures & Documents
Upload a document (PDF/Word), define signature fields, and send a link via WhatsApp or email. The customer signs from their phone or computer — no app download needed. Signed documents auto-save to the customer card.
Yes. The digital signature complies with electronic signature laws. Every signature includes a timestamp, IP address and unique identifier — creating a complete legal audit trail.
Yes. Define multiple signers on the same document — with sequential signing order or in parallel. The system sends automatic reminders to signers who have not yet signed.
Questions About Quotes
& Invoices
Select a customer, add products/services from your catalog, choose a design template and send. The quote generates as a branded PDF and is sent via WhatsApp or email. The customer can approve with one click — and the quote auto-converts to a deal.
Yes. Multiple pre-designed templates are available, and you can customize colors, logo, fonts, headers, footers and terms of service. You can also build a fully custom template for your business.
Questions About Security
& Permissions
Yes. The permission system lets you define exactly what each employee can see and do — from full access to restricted view. Set by role (admin, rep, team leader) or by specific permission.
Very secure. 256-bit SSL encryption, separate database per customer, automatic daily backups, ISO 27001 certified servers. Full audit log and two-factor authentication (2FA) available.
Absolutely. Add fields of any type — text, number, date, dropdown, checkbox and more. Custom fields can be added to customer cards, deals, projects and any other entity in the system.
Questions About the
Virtual Phone System
A cloud phone system that lets you make and receive calls directly from within the CRM. Every call is logged in the customer card, you can record calls, set up an IVR menu, and view detailed call reports.
No. The PBX works through the browser or the mobile app. All you need is an internet connection and headphones. You can also connect an existing IP phone if preferred.
Questions About
Third-Party Integrations
Google (Calendar, Contacts, Drive), Facebook (Leads, Messenger), WhatsApp Business API, WordPress, Zapier, Outlook, OneDrive, Mailchimp, payment processors, accounting systems and more. The list keeps growing.
Yes. Dinamic5 offers a full REST API with detailed documentation. Pull and update customers, deals, tasks and more — build custom integrations with any system.
Connection is through the official WhatsApp Business API. Our team guides you through the process — from setting up a Meta Business account to getting message templates approved. Setup typically takes one business day.
Questions About the
Mobile Application
Yes. Dinamic5 offers a full app for iOS and Android. Manage customers, deals, tasks, calls, WhatsApp — everything available on your phone, anywhere, anytime.
Almost everything — view and edit customers, manage deals, create tasks, send messages, make calls, scan business cards, navigate to customers (for field agents) and view reports. The app syncs in real time with the system.
Partially. You can view locally cached data without internet. Changes made offline sync automatically when connectivity returns.
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