Advanced Features
10 Practical AI Prompts to Help You Work Smarter in Cloven
Artificial Intelligence is most valuable when it helps you spend less time searching for information and more time building relationships with your clients. The AI Assistant in Cloven can analyze information stored throughout your CRM—including ...
How to create and edit your Mail Merge template
Overview Mail Merge Templates allow you to generate personalized documents using information stored in your Cloven CRM. These templates can be used for client reports, portfolio summaries, insurance statements, and other documents that require CRM ...
Activate and Configure the AI Investment Bot
Introduction The AI Investment Bot is an advanced automation tool in Cloven that helps financial advisors identify key opportunities across their book of business — without needing to sift through data manually. It creates smart, proactive tasks ...
How to create Social brands
Go to Setup > Channel > Social. Click Brand Settings > Create New Brand. Enter Brand Name and Brand Description. Click Create. Click Add Account, to configure channels into the Brand.
Happy Birthday Workflow in your Cloven CRM
Overview The Happy Birthday Workflow is a pre-built automation included in Cloven. When enabled, it automatically sends a birthday email to your contacts on their birthday, provided their Date of Birth is recorded on their contact record. This ...
How to Create a Workflow Rule in Cloven
Introduction This article describes how to create a workflow rule in Cloven CRM. If you have any questions, please reach out to the BluRoot team at support@bluroot.ca. How to Use In the CRM Settings page, there is a section to configure an ...
How to Send a Mass Email
Introduction This article describes how to send a mass email in Cloven CRM. Please follow the steps below to send a mass email. Step 1: Create an Email Template Before sending a mass email, you need to create a template. Click the Setup icon (⚙️) in ...