Account
What is Account?
An account can refer to all the records of customer interactions your team has so far. This can include customer details, preferred business needs, buying history, and transactions with your business.
Benefits of keeping an account
As an account is created the first time a customer buys from you, it’s easier to track customer transactions, buying preferences, and customer behavior.
It helps you to create personalized sales and marketing campaigns for your existing customers and also lets you understand your target audience preference.
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- Create and prioritize campaigns. Add leads. Assign users.
- Create customizable customer details forms and message templates. Add attachments.
- Get complete lead history. Make calls through auto dialer.
- Send instant WhatsApp, email and SMS without saving customer details manually.
- Set follow-ups and never miss a single lead.
- Prioritize leads and assign tasks to other members.
- Get sales pipeline overview and call reports.
- Track and manage team performance.
- Get both direct and custom integrations. Capture all the leads in one place.
- Access the Marketplace for value-added services.
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