Use CRM online messenger to exchange instant messages with your colleagues in real time mode. Create conferences involving several users or share files and links to CRM objects profiles/tasks/documents generated in the system.
In addition, the online messenger can be used to communicate with external clients of your company.
Q & A
Can the CRM automatically send messenger messages to users every time there is an important CRM event (for example, send message notifications to department managers every time there is a deal shifting to a certain stage)?
Yes, you just need to use the relevant business process. Please note: you can create and employ automaton algorithms of any structure and complexity involving the online messenger.
Is it possible to use the online messenger to communicate with clients?
Yes, it is. You can message a client right from their contact profile. The client will get a email with your message text and the link to join your real time chat.
In addition, you can embed CRM online chat to your website. Messages from the online chat on your website will go straight to the CRM.
Can I send messages from APRO CRM mobile application?
Yes, our mobile application has a fully functional online messenger.
APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system.