Best CRM I have found, easiest to use
We searched alot, we have over 2k customers emailing, messaging, commenting on our page and instagram it is impossible for us to keep up, we needed to streamline our communications. With this we integrated our 2 FB pages and Instagrams accounts, our woo commerce website, messenger and emails. We now can supervise our Virtual Assistant’s activity overseas as well. Now we never miss messages, sales or worse, a customer who has a problem and really needs our attention. Some customers mention in a comment, then messenger us and email and it all comes in to the same place so we are not confused. If my assistant is replying, I can see what they said. We have a healthy list of canned text for responses for our VA and also are turning them into auto self serve responses in our website. It is so helpful that we can put the customers communication messages next to their data from our website so our we can see their order history, what they are shoping for…. its a very powerful tool. As we get really good with using all its features, I am sure we are ready to start scaling up our sales. We can handle the volume with this on our team. We had an issue with setting up our server with the emails. Our server is a little funny. Richpanel took the time to have a zoom meeting and help us through it. Quite excellent.
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