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CRM Revamp
Joy avatar
Written by Joy
Updated over 3 months ago

You will get a fully revamped CRM workspace!

We will conduct a thorough analysis of the company’s current CRM practices and identify areas where Intercom can be customized to meet your specific needs. I will create and send you a revamped checklist along with a proposal.


Features

These features are assured and guaranteed for you:

Automation Funnels

  • Customer Support Funnel

  • Lead Generation Funnel

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


Help Center

  • Collections & articles

  • Help center integrations

  • Smart article suggestions

  • Article reports


Bots

  • Task Bot

  • Custom Bot

  • Resolution Bot

  • Ai Bot


Fin.Ai

  • Intercom’s new 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

  • User Onboarding series

  • Slipping Away Series

  • Feature announcement


Tours

  • Product Tours

  • Video Tours

  • New Feature Tour


Customer Segments

  • Use Case

  • Customer Behavior

  • Custom Segments


Inbox

  • Inbox Management Ticketing Workflows

  • Macros

  • Inbox Rules & Automation


Reporting

  • Conversation Topics

  • Conversational Tags Bug Report

  • Conversational Support

  • Conversation Volume


Checklist

  • Onboarding checklist

  • Checklist descriptions

  • Setup tasks

  • Incorporate great CTA


Outbound

  • Surveys and Feedback Forms

  • Banners

  • Mobile Carousels

  • Email


Automation Funnels

  • Apps + Integrations

  • Event Tracking

  • Custom Attributes

  • Webhooks

  • API


Do you need help setting up your CRM workspace for Lead Generation, Customer Engagement, and Customer Support? Explore our competitive pricing options.

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