Message Plane CRM Integration: A New Way to Make Your Business Process More Efficient
This web extension offers an integration solution for your customer relationship management (CRM) for a more efficient business processing. Message Plane lets you manage your contacts, leads, opportunities and orders in a single platform. With its built-in contacts, calendars, and other tools, you can easily create and send tailored messages to your contacts that help you close the sale, follow up a request or generate new opportunities.
Features:
- Manage contacts with their name, phone number, email and date of birth.
- Set a preferred time to receive a text notification.
- Use built-in integrations to create and send customized messages.
- Add notes, photographs, orders, leads and opportunities to messages.
- Use the built-in calendar to add time slots for meeting with the client, and invite a colleague or partner.
- Create custom CRM queries or filters to get fast results.
- Receive all your daily reports in an easy-to-read format.
- See past records with filters and groups for the contacts you want to keep an eye on.
- See how well you are tracking your sales and productivity in real-time.
