CRM

LEAD NURTURING

Find your leads based on different criteria: country, position, and industry... and communicate automatically with them.

• Detect countries, states, and cities of leads automatically from the visitor IP address.

• Track the source of the leads using UTM trackers.

• Activate the Live Chat on your website to talk to your visitors and convert them into leads. 

• Score your leads based on explicit and implicit criteria.

• Define your own rules to assign leads to the right sales team or salesperson based on quotas and segments.

SUPPORT CONTRACTS & TICKETING

• Provide help-desk services to your clients and sell support contracts.

• Track, prioritize, and solve customer tickets. 

• Multi Channels; Contact your customers through email, website form, and live chat. 

• Create your SLA rules and let the CRM act automatically.

• Define dynamic email templates to automate the most common responses.

• Use canned responses in live chat for instant answers. 

• Provide smart self-service customer knowledge base

• Up-sell your services using time-limited deals.

• Create automated alerts and notifications for your team to quickly assist clients.

• Track support time on each contract using the time-sheet app.

GET ACCURATE FORECASTS

• Use actionable data to make better decisions.

• Get the insights you need to make smarter decisions.

• Design custom dashboards to get a picture of your business immediately.

• Dig deeper with real-time reports and flow charts.

• Easily review your performances & next activities.

• Know exactly how you perform compared to your monthly targets.

• Organize your work based on your scheduled next actions.

STAY CONNECTED TO YOUR CUSTOMERS

Real-time messaging to enhance collaboration.

Get a quick overview of what's going on in your team. See when a colleague logs a call or sends a quote. Share ideas and files in real-time and catch up on things you missed when you were away.