CRM and sales pipeline

Communication, campaigns, portal

Every interaction on the customer timeline: correspondence, recorded calls, digital PBX, campaigns and segments.

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Communication, campaigns, portal — Live in production · Correspondence · Phone · Campaign · Portal · Logged, auditable steps · every action is retrievable

What does it solve?

BEFORE

  • Correspondence stays in mailboxes.
  • Records of phone conversations get lost.
  • Campaign lists are compiled by hand.

AFTER

  • Filed to the customer from Outlook.
  • Call recording with privacy compliance.
  • Segments from customer data.

How does it work?

  1. Correspondence

    Outlook integration.

  2. Phone

    Digital PBX, record pop-up.

  3. Campaign

    Segment, message, timing.

  4. Portal

    Customer self-service.

Capabilities

  • Outlook integration

    One-click filing.

  • Call recording

    With consent management.

  • PBX integration

    Call log, record pop-up.

  • Segmentation

    Targeted campaign lists.

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