Get started with Sales & Customer Care

Sales & Customer Care is the bundle for teams that win customers and look after them: sales people, support agents and the managers who follow them. It brings your customer records, your pipeline, your support tickets and your conversations into one place.

What the bundle includes

Every paid plan also carries Studio, the Owner workspace and access for your accountant.

Your first week

1. Set up your organisation. Enter its name, address and tax number, and add a branch for each office. See Set up your organisation and branches.
2. Switch on the apps. Open Settings → Apps and choose Switch on on CRM, Desk, Inbox, Workflows and the portal. See Pick your apps.
3. Invite your team. Give sales people and support agents a full seat; this bundle includes full seats only. See Invite your team and Seats.
4. Bring your customers. Import your customer list from Excel or your old program. See Bring your data.

The first real job in each app

1. CRM: set up the CRM, then add your open deals to the pipeline. Before you send any campaign, record each customer's consent.
2. Desk: create your first ticket and work it to resolution. Write two or three knowledge articles for the questions you hear most.
3. Inbox: connect your WhatsApp Business account, then teach the Front Desk your answers.
4. Workflows: create one automation that opens a follow-up ticket by itself, and check its runs after a day.
5. Portals: give one customer access to the portal and check what customers see.

Good to know

• During the 30-day trial every app is open. After it, the apps outside the bundle switch off; their records are kept.
• The Inbox and the Front Desk are in early access: WhatsApp needs your own WhatsApp Business account.
• People who use your portal hold no seat.
• To add an app outside the bundle, such as Books, see Change your plan or add an app.
• Every bundle side by side: Plans and bundles.