CRM

CRM keeps everything about a customer on one page: what they bought, when they last bought, what they owe, the messages you sent them and the next thing to do. Owners, managers and sales staff use it to save segments of customers, send e-mail campaigns and automatic flows to those who agreed, and move business deals through a pipeline.

CRM reads the invoices you issue in Books and the online orders you deliver, so its figures grow as you sell through those apps. A deal can point to a Books quote, and the WhatsApp conversation of a customer shows on their page when the Inbox app is on.

• Set up the CRM and its sending paceSwitch the CRM on, give your team the three CRM rights, and set how many messages go a day and when nothing goes.
• Open a customer's record and edit their detailsSee a customer's purchases, group, balance, messages and deals on one page, and keep their e-mail, birthday, tags, notes and next action.
• Record a customer's consent to messagesRecord when and how a customer agreed to, or refused, WhatsApp or e-mail messages. A STOP or an unsubscribe always wins.
• Build a segment of customers and export itSave a filter of customers, such as "spent over 5,000 in 90 days" or "not seen for 60 days", see its live count and download it.
• Send an e-mail campaignWrite a campaign for a segment, preview who it reaches, send yourself a test, and start it now or at a time.
• Read a campaign's resultsSee who received a campaign, who opened its link, who replied, who bought within 7 days and why some were skipped.
• Send campaigns and flows on WhatsAppEarly accessEarly access. Campaigns and flows can go on WhatsApp through your Inbox number, only to customers who agreed.
• Set up automatic flowsSwitch on win-back, birthday, welcome and review-request messages that go by themselves, once per occasion, to customers who agreed.
• Track deals in the pipelineMove business deals from lead to contacted, quote, won or lost, with the owner, next step, files, a Books quote and the win rate.
• Read CRM reports and alertsCampaign and flow results, segment growth, customers slipping away, top customers, and alerts for finished campaigns, quiet customers, stuck deals.