You will get a fully set up 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 Al chatbot
Powered by GPT-4 AI
Intercom’s Proprietary Machine Learning
FIN.AI Copilot
A personal AI assistant is designed to improve inbox efficiency by providing instant expert answers drawn from your internal and external support content, including past conversations.
Intercom's new AI assistant
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
Explore our competitive pricing options to discover the value of our CRM SETUP services.