A good CRM gives you insights into running your business. A smart CRM gives you the information you need in a way that you can use it. An ideal CRM offers you a solution to simplify your processes from day one.
Transfer calls direct to any and all agents with click of button
Incoming calls either pop up in the CRM of the designated user, or appear for a grouping of users based on your needs
All calls are recorded and save in customers profile for future accessibility
Managers are able to Monitor, or Barge calls at will
Complete customization of your display numbers for the dialer; you can use local D.I.D numbers or simply use your toll free number.
Conference calling made simple with our Phone System
Messaging and Video Conferencing
No matter how large your company is, or if your company is virtual with agents all over the country or world. Our platform provides them with simple and easy to use messaging abilities so you can quickly communicate with groups of agents, or individually with a click of a button.
Set up meetings with our Video Conferencing Software
HTML Emailing platform
Send Customized professional emails
Each part of your sales process should have an automatic email sent to the customer
Our team helps with your customized; Newsletters, Invoicing, Customer Contracts, and all sorts of helpful emails your business can use to further cement your sales
With our Calendar your agents will never miss appointments again, both customer and agent receives reminders of important appointments
The phone system is integrated with our calendar so your agents receive popups on appointed times
When customer misses appointment the agent has ability with click of button to send a preset HTML email to them
SMS Text Messaging
Help your agents get the cell phone numbers of your customers with a purpose
Our SMS texting platform not only helps your agents get additional phone numbers, but we also customize professional SMS messages to share with your customers
Reminder text messages send automatically to your customers for appointments or for other marketing reasons