Overview
Comprehensive CRM system developed specifically for a service company with 50+ active agents. The system is used daily by the entire team for managing customers, tasks and processes.
Key Features
- •Full customer management - customer card with full history, notes, files and relationships
- •Smart task management - automatic assignment to agents with reminders and tracking
- •Business automations - automated processes saving hours of work daily
- •Reports and analytics - real-time dashboards for management
- •Permissions and hierarchy - complex permission management by role and team
Technology
Built on Base44 with integrations to WhatsApp, Gmail and the company's reporting tools.
Results
- •Thousands of hours saved monthly
- •40% improvement in customer response time
- •Significant reduction in human errors