Package
Sales managers
Working group for the contact and transaction officers.
Robot Eva
Robot that performs automatic actions.
Responses
In this directory, you can store responses to customer questions.
Products/Services
A list of products or services you offer is stored here.
Add purchase
This field is used for adding purchases or recording cancellations.
Purchase number
This field stores the purchase number of a purchase made by a specific customer
Cancellation number
This field stores the cancellation number of a cancellation made by a specific customer
Purchase total
Total purchase amount is displayed here.
Purchase: products/services
A tool used to record information about goods or services sold to customers.
Cancellation: products/services
Tool for recording cancellations
Response to customer needed
Tasks get this status when the customer is waiting for a response from us.
Waiting for customer response
As soon as we reply to the customer, the task gets this status.
Customer deciding
If the customer needs time to think about their decision, we change the task to this status.
We're deciding
When we need to discuss a message from a customer, change the task to this status.
Waiting for payment
When the customer agrees to a purchase, you can use this status when you're waiting for payment.
Waiting for new message from customer
Once communication with a customer is complete after the final purchase, the task should get this status.
Order sent for fulfillment
Tasks for purchases are created with this status. This lets you see the task in the Order Fulfillment section.
CRM: Customer Request Management
The process where statuses and customer communication automation are configured.
CRM: Fulfilling orders
The process where statuses and order completion automation are configured.
Customer template
Customer template
Conversation with customer
Tasks are created using this template for communicating with customers about purchases.
Cancellations
Cancellations are recorded using this template.
Purchases
This is a template used for creating purchases.
Communication under posts
If someone leaves a comment under a post, a task will be created in Planfix using this template.
Sales conversions for past month
Calculates the total number of purchases and cancellation and the ratio of purchases to cancellations.
Demand volume by item for past month
Shows the total number of sales for each item, where you can see which products are selling best.
Report on sales for past month
Shows total sales by month broken out by customer.
Cancellation reason by item for past month
Shows cancellation reasons broken out by product.
Item by cancellation reason for past month
Groups items with the same cancellation reason.
Purchase history
Use this report to view how many and which products/services a customer purchased.
Customer Request Management
Customer communication happens in this planner.
Completing orders
Fulfill orders here.
Completed conversations
This is an archive of all task conversations where communication with the customer has come to an end.
Completed purchases
Once an order has been completed, it will appear in this list.
Cancellations
View all customer cancellations here.
Conversations with customers on social media and messengers
This list shows all tasks where customer communication is taking place on social media or a messenger.
Email conversations
This is a list of tasks where communication is taking place over email.
Communication under posts
Separate tasks are created for communication with customers under posts, which are shown in this list.
Customers
The entire customer database is stored here.
Orders
A virtual email address where you can forward requests from your company mailbox.
CRM: Customer Request Management
A work environment that displays only objects and entities that are related to this configuration.