CRM: Customer Request Management

CRM: Customer Request Management configuration provides a turnkey solution for receiving and processing customer orders. It demonstrates one of the many ways you can organize your workflow and handle customer requests.

The configuration allows you to:

• Engage in dialog with clients through various channels, including social networks, messengers, and email.
• Manage the order sales funnel created during communication or received through the website.
• Automatically manage a database of clients and their orders.
• Record both purchases and rejections, including reasons for refusal.
• View pre-made sales reports or customize your own reports to suit your needs.

First steps after installation

• Add customer communication channels
• Try Planfix's client communication features, as shown in the video
• Simulate a test order by following the steps from inquiry to successful shipment and payment
• Add employees who will work with orders

Instructions for working with the configuration

• Installing the CRM: Customer Request Management Configuration
• Instructions for Setting Up Your Company's Configuration\\
• Reports\\
• How can I restore the default settings?

Additional Information

• Configuration content

If the configuration does not work

If the procedure described doesn't meet your needs, you have several options:

• Install different ready-made configurations from the list of available solutions in Planfix.
• Customize your workflow using the various features and tools in Planfix.
• Contact one of Planfix's partners, who can help you configure the system to meet your specific needs.

Go To

• Configurations