CRM: Customer Request Management

CRM: Customer Request Management solution 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 "Professional" plan is required for installation.

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 solution

• Installing the Solution
• Instructions for Setting Up Your Company's Solution
• Reports
• How to restore the default settings?

Additional Information

• Package

If the solution does not work for you

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

• Install different Ready-made Solutions 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

• Ready-made Solutions
• Account Management
• Feature Description