CRM
Customer Management StreamlinedOur CRM module is Centralised customer information repository for automated marketing interactions, business intelligence which facilitates communication. It tracks sales opportunities through data analysis and enables responsive customer service.
Smart Business Contact Management
Build sustainable relationships with your customers, leads, and subscribers. In simple terms, managing clients just got easier!
Manage Users
with Life State
Prioritise users using life stages & compartmentalise your service. Respond to contacts according to importance and urgency for greater efficiency.
Note that
Important Stuff
Add reminders, information, comments, messages and a lot more in user’s profile. They’re like quick alarms, milestones of your progress & clues which will lead you to valuable insights.
Built-in Mail
Communication
Make your correspondence directly from the user’s profile through the integrated mailing system. Don’t have to change screens anymore to conversate with your leads & clients.
Log Different
Activities
Record calls, meetings, emails and SMS that have already taken place to keep track. Include the dates and times, and assign to agents who were involved in it.
Schedule a Meeting
or a Call
Make your correspondence directly from the user’s profile through the integrated mailing system. Don’t have to change screens anymore to conversate with your leads & clients.
Assign Tasks to
Agents
Quickly assign tasks to any of your CRM agents from within a user’s profile. Stylize the text as you like to highlight important parts. Set time & dates as deadline.
Advanced Contact
Filtering
Pin point the customer(s) you are looking for. Use search segments to create numerous parameters & And/Or conditions. Filter also only using life stages..
Filter with Saved
Searches
Provide speedy support by using saved search segments. Once you create a complicated filter, you can bring the same results without building it all over again.
Contact Groups for easy categorisation
A Defining CRM FactorWhen you have contacts from different companies having similar interests, or customers of the same product from different regions, clump them all in a group to serve accordingly
