With our all-in-one app, which effortlessly combines lead management, service delivery, and customer relations to give you one great, comprehensive tool, you can revolutionize Transformation the way you run your business. It is a flexible and easy-to-use solution. You can effectively monitor assigned leads, daily follow-ups, and pending services through the dashboard & system online / instantly.
Additionally, Dashboard's Assigned Customers feature helps you stay organized. You can review their details and quickly convert them back into leads if needed. In addition to having the freedom to update customer data and export a more specialized customer list, you may search and filter assigned clients based on name, contact, and location.
With the Leads module, you can generate leads quickly and easily. You can add customer information and contacts, choose lead types and service categories & assign leads to specific staff members. All of these features come with a simplified process. You may add notes, edit and categorize your leads, and set lead statuses. The module's advanced capabilities include the ability to create call logs, record call details, annotate call logs, create notes, and perform in-depth searches by address, name, and date. Tracking today's follows and ad-hoc follow lists as well as editing follow dates, statuses, and notes are made easy with the ability to filter and export lists.
By focusing on editing leads or developing new services, you can easily pass leads to customers using the Services section. You can enter a job description and level, select a company name and service category, and automatically generate a job ID. You can export lists to get detailed reports, view service information, service offerings, update notes, and search efficiently by task ID. Your customer can log issues online for the challenge they face and track the status of the issue and age of the logged issue.
This all-in-one software will change the way you manage leads, deliver services, and maintain customer relationships. It will also increase your efficiency and help you succeed in today's competitive market.