Module

Customer management (CRM)

Customer, inbox and document history stay on one card.

Problems it addresses

  • Contacts get lost between chat and spreadsheets.

What is in the system

  • Customer card
  • Inbox
  • Link to offers and contracts
  • WhatsApp notices when the module is enabled

How it is used

An inquiry arrives, a customer card is opened and the next offer stays on that history.

Questions

Do I need another CRM?

Core customer and document flow is inside Deepos.