Contact Management

Manage your contacts, keep up to date with all of the activities your team performs, deliver “stellar” customer service,
and even offer them a self-service portal!

Platformax_customer_management_03

CRM

Manage your contacts

Follow up on sales and aftersales activities. Emails, planned activities, meetings, notes, documents, opportunities, orders, calls … all of them located in one place, giving you a useful overview of your potential & existing customers. Click here to learn more about contacts in Platformax

Activities

Check all interactions with the activity stream.

All contact interactions are recorded and saved in the activity stream. This gives a quick overview of who the contact was and what was discussed. It also records the past interactions with every contact. Click here to learn more on Contact home.

Platformax_customer_management_06

Collaboration

Customer support, sales, administration, marketing …

Delight your customers with streamlined customer support that allows you to collaborate with other support team members in order to give the best solution, and deliver it quickly. Clients can be given access the self-service user portal, where they can check the status of their requests.

How to provide effective customer support
Self – service

‘Self-service’ user portal

Your customers can check the status of open and closed tickets, participate in the process and submit a new request, all in one place. The portal includes a feature for making announcements and displays all open invoices.

How to provide effective customer support
Nazaj na INTEGRACIJE
Naprej na Organizacija prodaje

Sell more with Sales automation!

Start my trial now!