Access inventory 24/7, view pricing and volume discounts. Retrieve customer documents and place orders. Track order status and receive notifications. Manage account information and contact support.
Manage customer relationships with contact tracking, activity logging, and sales pipelines. Create and manage projects with task assignments, deadlines, and progress tracking. Monitor employee performance with time logs and performance metrics.
Interact with the Concierge chatbot to answer questions using the Knowledge Base. Browse and search the Knowledge Base for information. Manage Helpdesk tickets and track their status.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
