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Coloborative

  • Provide a history of previous interactions with your customers to enable contextual conversations.
  • Allow team members to assign leads/deals, tasks, notes, etc. to enable collaboration.
  • Show you which channels are preferred by your customers.
  • Create meeting requests and mark them as conducted.
  • Integrate CRM with multiple third-party applications
  • Upload documents to leads/deals.

Analytical

  • Gain insights into your prospects and customers
  • Measure and modify your team’s performance in real time.
  • Know how your products/services are performing and make changes to underperformers.
  • Forecast your expenses and revenue in time.

Operational

  • Automate workflows to eliminate redundant manual tasks.
  • Schedule tasks and reminders of important events.
  • Send triggered emails, messages, updates, reminders, and more, automatically.
  • Free your teams to focus on important tasks.