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Features

Leads

Segregate, assign and update

With leads, effortlessly segregate leads based on status, and assign and update

Follow-up and Manage

With leads, easily create follow-ups, add notes and record history

Engagements

Plan, update and retag

With engagements, plan visits, update the status and retag the meet location

Schedule and save the direct-visits

With engagements, schedule direct meetups, submit the meet in the app while record the duration spent

Claims

Track distance and time

With Claims, record travel distance and time, alerts on the route travelled and view travel history

Apply, approve and remunerate

With Claims, submit travelled path, attach bills, review and approve/reject and outlook the status

Payments

Effective billing

With payments, manage customer trials, billing, pricing, refunds, and mode of payment effectively

Manage subscriptions

With payments, add, cancel, renew, and update product subscription plans

Contacts

Diversify your customer base

With contacts, organize and access data of customers and leads based on your requirement

Fetching customers into the conversation

With contacts, store emails, support messages, and phone interactions. Collect and analyze data from client conversations

Reports

Insightful visuals and acumens

With reports, evaluate marketing campaign strategies and analyze sales pipeline performance

Predicting future growth

With reports, analyze your customer behavior trends, customer segments, and patterns over time

Complaints

Automate the ticketing process

With complaints, raise and manage tickets and record customer responses across different touchpoints

Timely resolution

With complaints, monitor every facet and quickly resolve the queries hence generates customer trust

Attendance

Remote assistance

With attendance, remotely perform check in/check out, capture location details

Notify with timely alerts

With attendance, get live updates to the superiors, and generate daily/monthly data in the form of reports