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CRM Maintenance
Joy avatar
Written by Joy
Updated over a week ago

You will get a fully maintained CRM workspace!

Once the CRM setup is completed the work doesn’t stop there. Just like any other important task, your CRM requires regular maintenance and upkeep.


Features

  • Contacts Management

    We will take care of your contacts list, which includes Visitors, Leads, and Users, and make sure it is up to date.

  • Bot Maintenance

    We will ensure that your Taskbot, Custom Bot, and Custom Answer Bot remain up-to-date with your newest articles and processes.

  • Help Center Maintenance

    Ensure that the Help Center is kept up to date to ensure that your customers can access the latest information and resources when they need it.

  • Article Management

    Ensure all articles are kept up-to-date and create new articles to keep up with the development of your products and services.

  • CRM Workspace Updates

    Your CRM Workspace will be continually updated in order to ensure it is up to date with newer technology. We will monitor your Workspace to observe if any new features have been added to the CRM.

  • Workspace Reporting

    Create a monthly reporting process that includes Customer Support KPIs, Customer Satisfaction, and many more.

  • Conversational Tags

    Make new conversational tags, modify existing tags, and archive the outdated one.

  • Customer Segmentation

    Responsible for creating, updating, and archiving customer segmentation.

  • Macros

    We can help you with creating, updating, and archiving macros. Our experienced team can provide you with assistance that can make tasks easier and quicker.

  • Contact Tags

    Stay organized with user and lead tags! Create, update, and archive to keep your contacts sorted.

  • Automation

    Create new automation based on your unique processes, allowing you to make the most of your time and resources.

  • Messenger Updates

    Update and maintain your chat messenger for new content.


Choose the pricing option that suits YOUR budget and needs!

CRM companies are consistently improving their services and adding new features. Keeping up with these changes is important to make the most out of your CRM Plan.

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