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.