Personizer: Customer service for your Contact List
By Emu Run
Create higher customer relations by way of knowledgeable Contact tracker and enterprise organizer.
Make your individual custom Contacts categories.
✓ Follow up Tasks to do (Call, conferences, deliveries, quotes, observe ups or the rest)
⏰Setup reminders
Notes for Contacts
Attach pictures
Send tasks onto your present Calendar
View all calendars and duties in one view
♀️Easy entry to the Contacts telephone, e mail, address details.
Ideal for any small or micro business needing a CRM software for good customer support.
Use any of your present Contact record to arrange every little thing on your clients.
Put the shopper first, and hold a work diary / sales log with an immediate CRM device.
The contact listing in your cellphone is leveraged by Personizer to create a easy way to categorize your data.
It allows Tasks to be created and accomplished towards the Contacts. So all the knowledge is grouped by Contacts.
An example activity to do:
“Call them about late fee”
“Send new product data to them”
For example a buyer note:
“This person at all times pays with money”
The tasks are then accomplished and moved into the History for this buyer.
Whereas Notes are always sticky.
Tasks could be copied straight onto your present Calendar, so it'll work with all your other existing methods and Calendars.
This makes for an easy to function, all in one small enterprise organizer.
Your Contacts listing remains to be stored inside Google, so there isn't any duplicate system.
The Contacts list easily gives prompt access to the Contacts particulars (email, telephone, sms or location) information. Communication is the important thing to buyer relations, and it’s easier when it’s contextual to the task readily available.
This contact centered workflow looks like this:
Contacts - Notes or Tasks - Alarm or Calendar.
This workflow strat
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