Thanks to the tight call integration, customer information is recalled immediately when making or receiving a call. From action points to email requests, order details to past meetings, everything is clearly summarised and accessible on-screen.
Searching for customers has never been easier and you can search by name, company, order reference, post code or even telephone number. What’s more, when integrated with telephony you will see who is calling in and link to their record in one click (click to dial / email or sms them).
Attached in the record you will find your full history of activity incoming and outgoing between you and your customer, including emails, sms, documents and phone calls and which team member handled it. History therefore shapes your conversation seamlessly.
By seeing everything about them and what they have requested in one place, you will be armed and ready to deal.
By connecting your enquiry form, you will be able to see new leads appear into the lead management tool, no data entry, ready to go!
We stand behind what we do, simply tell us the key aspects of what you need and we will guarantee that if you are not satisfied we will give you your money back. Ultimately we are confident that we will make what you want work, simple!