Set CRM user permissions to give employees the access they need while protecting customer data, margins and purchase prices.
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following up on leads, customer communication, repeat customers and customer retention.
Set CRM user permissions to give employees the access they need while protecting customer data, margins and purchase prices.
A WhatsApp AI agent keeps customer contact going after hours, books appointments and hands sensitive questions to your team in time.
A website chat widget lets hesitant visitors ask questions quickly. Find out when it works and how to keep conversations organised.
Keep email, chat and WhatsApp together with a shared inbox for customer communication, so no question is missed and your team can take over quickly.
Want to automate customer service with AI without customers getting stuck? Decide what an AI agent does and when a colleague takes over.
Set up new lead automation: send a confirmation, create tasks and give important enquiries immediate attention. See the approach.
Want to respond quickly to customer enquiries, even when you’re off sick or on holiday? Keep conversations, quotes and appointments organised by customer. That way, every team member can help straight away.
Having customer information in one place prevents the need to search for details, avoids mistakes and stops customers having to repeat themselves. Find out how to maintain a clear overview straight away.
WhatsApp Linking Business ensures that conversations appear in a shared inbox and on the customer profile. This allows your team to take over from there.
Managing customer data centrally means customers don’t have to repeat themselves. Keep conversations, quotes and appointments in one place and work more efficiently.