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CRM Setup
Updated over a week ago

You will get a fully Setup CRM workspace

We can assist you in setting up a comprehensive CRM environment tailored to fit your program and needs. Leveraging our CRM best practices, we guarantee superior performance and will guarantee your environment is optimally aligned with your internal processes. Let us help you get the most out of your CRM program!

Features

Automation Funnels

A sequence of automated actions or messages that are triggered based on specific conditions or events.

Customer Support Funnel

Lead Generation Funnel

Email Funnels (not a priority, but will look at your ideas)


Help Center

Create and manage a knowledge base or FAQ section to provide information and assistance to their users.

Collections & Articles

Help Center Integrations

Smart Article Suggestions

Article Reports


Bots

Automated chat agents that can engage with users, answer common questions, provide support, and assist with various tasks.

Task Bot

Custom Bot

Resolution Bot


Fin.Ai

AI-powered customer service bot that is suitable for business needs.

Intercom’s new Al chatbot

Powered by GPT-4 AI

Intercom’s Proprietary Machine Learning


Series

Create automated campaigns with multiple touchpoints to engage and nurture their audience.

User Onboarding Series

Slipping Away Series

Feature Announcement


Tours

Showcase key features or functionalities to improve user onboarding and engagement.

Product Tours

Video Tours


Customer Segments

Categorize the audience into distinct groups to deliver targeted and personalized communication and experiences.

Use Case

Customer Behavior

Custom Segments


Inbox

Unified view of conversations across various channels, allowing businesses to provide timely and personalized support.

Inbox Management

Ticketing Workflows

Macros

Inbox Rules & Automation


Reports

Summarize key metrics and trends to make data-driven decisions and improve the customer communication strategies.

Conversation Topics

Conversational Tags

Bug Report

Conversational Support

Conversation Volume


Checklist

Track and manage tasks or actions related to customer support, onboarding, and other processes.

Onboarding Checklist

Checklist Descriptions

Incorporate great CTA


Outbound

Initiate communication and engage with their audience outside of the traditional inbound interactions.

Surveys & Feedback Forms

Banners

Mobile Carousels


Advanced Features

Other features that can help your business.

Apps + Integrations

Event Tracking

Custom Attributes

Webhooks

API


Plans

Explore our competitive pricing options to discover the value of our CRM SETUP services.


If you need more assistance, chat with us on Messenger. 🗨️

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