Communications Management
Centralize & Organize
Coordinate & Automate
Data Management
Customization
Communications Management
One platform for everything.
Real-time chat, internal messaging, and email integrations make team communications efficient and convenient. Automated system reminders and notifications keep users informed on their conversations and other key situations. With mobile apps on the way, users will be able to communicate from anywhere at anytime.
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Communications Management Features
Features for this category
Call Log
Track all incoming and outgoing call details, such as who called, why they called, and who they were calling for.
Sync Emails
Link your Gmail account and allow the system to auto link your emails with projects, sales opportunities, and cases.
Send Emails
Linking your Gmail account also enables the system to automate sending emails on your behalf, such as for sales follow ups.
Link Emails
The system auto-detects the email addresses and attempts to link them to project, sales opportunity, or case that the email is related to.
Automated Actions
Creating a new communication can trigger automated background actions, such as creating a new sales opportunity for a new quote call.
Linked to Data
If a person, project, or any other data is linked to the communication then the communication is visible from the data item's corresponding page.
Acknowledgements
A task is automatically generated for the person that the caller was attempting to reach. The idea being that the person must acknowledge they've seen the call.
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