1月15日的Webasyst CRM应用程序分析

CRM app for teams and personal management of clients and deals, a handy tool for conducting sales directly on your mobile device! Clients management: - View full profile of each client, the deals history, issued invoices, and personal notes. - Client search by name or email address. - Grouping clients into segments, classes, and tags. - Assignment of a responsible user for each client. Deals management: - Creation of new deals: assignment of a responsible user, setting an estimated deal cost, planning the deal closing date. - Working with deals: transferring deals to other stages as you progress, issuing invoices for payment, adding work notes, completing deals by reaching either “won” or “lost” state. - Viewing work history for each deal: who of your teammates created it, who made changes to it, who transferred it to another stage. - Viewing the list of your personal deals, i.e. the ones you have been assigned responsible for. Messages management: - Viewing messages received from your clients by email, from social media or online messengers. - Quick reply option for each incoming message. Reminders management: - Setup of reminders on upcoming meetings, phone calls, or messages to be sent. Each reminder can be linked with a certain client or deal. - Smart text analyzer automatically finds a date and time in your reminder text and sets them in the reminder settings to save your time. Terms of service & privacy policy: https://www.webasyst.com/legal/terms/