Personal online client cabinets

Clients and leads (CRM)

To remove the burden from managers, get rid of unnecessary questions and increase customer loyalty — open their personal online offices. The module of private clients' cabinets is available in the system by default. All you need is to enter the client's card, set the client's access level to it and send him a login and password to enter your personal account. In his office, the client will see related projects, orders, tasks, information on his payments and orders. In the settings, you can independently specify what you want and what you do not want to display in your clients' private rooms. Your contractors will be able to enter the office at any time of the day and receive answers to their questions without calling your office.
Leave comment
Automate your business
Segmentation, newsletters, telephony, clients, business processes, projects and tasks
CRM-specialist free consultation — +380 (44) 390-09-85
Ready CRM in 2 minutes
.crm-onebox.com
By clicking on the button, you automatically accept license agreement.
No, I'm too lazy...