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CRM

Nothing said to a customer gets lost.

Mail, calls, meetings and notes on the record. What changed since you last looked comes first.

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A company's Activity tab: on top, what happened since your last visit and one conversation waiting for your reply; under it the stream, which the reader narrows with the lenses All, Communication, Tasks and Changes: an email waiting for a reply, a change of stage, an open task, a call, a note, then, before the last visit, a demo logged with its own properties, a change of amount, a done task and an email.

Log it as it happened.

A call, a meeting or a kind of your own, with the properties you gave it.

Log activity open on a demo, an activity type of the company's own: the date, the person it was with, the number of attendees and the outcome, then a note.

Kinds of your own.

Add an activity type, give it its properties, and every record can log it.

Settings, Activities: the built-in types (email, call, meeting, note, task) and two custom types, Demo and Site visit, each with Manage properties.

The Agent sums it up.

Ask for what happened since you last looked. It reads only what you can see.

Since you last looked on a record: an email, a call, a note and a change, one conversation waiting for your reply, and the Agent's summary of them, marked as written by the Agent from the activity you can see, for about 2 AI credits.

Talk it through on the record.

Reply, react, and resolve the thread once it is settled.

A note on a record with a reply and reactions, then the same thread resolved and folded to one line: resolved by its author, with one reply.

Log your first call.

Every record keeps its own stream from the first day.

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