CRM stands for Customer Relationship Management. It filters and views customer records based on customer status, name, or phone number.
This tab can be found under SuperReceptionist panel right next to 'Calls & SMS'. Here are the uses of CRM on your web app:
It gives an identity to your customers and makes the filtration process easy for the user
It records interactions with customers
It helps set follow-up reminders
It helps export and import customer lists within the CRM
It helps in creating distinct phone books when you want to run your own campaign.
Here are the steps to understand the CRM tab on your SuperReceptionist account:
Click on ‘Add/import Customers’ to add the customer’s number
Select ‘Import Customer’ if you want to add bulk/multiple numbers
You can upload a file in ‘.CSV’ format to upload the multiple customer’s records in bulk
Click on ‘Upload’ to save the data in CRM Tab
Select ‘Add Customer’ if you want to add the mobile number for a specific customer
Update the details ‘Name, number, email id, company name, and status’.
Click ‘Save’ to save the details
Click on the below icon next to 'Follow up' box to select the date & time of follow up
You can add the 'Notes' in the ‘comment box’
Select the 'Date & time' from the calendar window
Click on ‘Save & Close’ to save the details
If you need any help, please contact us at 1800-419-0333 or write to us at email@example.com and we'll be happy to help.