What's included

• Customer Data Management:

  Store and organize customer information, including contact details, purchase history, preferences, and communication logs.

• Lead & Sales Tracking:

  Track potential leads through the sales funnel, monitor their activity, and update their status (e.g., prospect, lead, customer). Sales team members can follow up on leads and view potential opportunities for upselling or cross-selling.

• Communication Tracking:

  Keep track of all customer interactions across multiple channels, including email, phone, live chat, and social media. Helps ensure that all team members are on the same page when interacting with a customer.

• Order & Billing Management:

  Track orders, invoices, payments, and delivery status. Automate notifications for overdue payments or shipment delays.

• Customer Support Integration:

  Integrate help desk or ticketing systems for managing customer support requests and inquiries. Track support cases and ensure timely resolutions.

• Analytics & Reporting:

  Generate detailed reports and analytics on sales performance, customer behavior, and marketing campaign effectiveness. Monitor KPIs (Key Performance Indicators) such as sales volume, customer retention rates, and response times.

• Third-Party Integrations:

  Connect with other platforms like e-commerce sites, email marketing tools, social media, and accounting software to provide a seamless workflow.

• Automated Follow-Ups & Reminders:

  Set automated follow-up emails or notifications for leads and customers who haven't been contacted in a while. Useful for nurturing leads and maintaining customer engagement.