Product tour
From the first request to the money in.
Follow one order through Contoso, an invented company: a request from its website, a quote, the customer's yes, an invoice, the payment and more stock on order. The Agent prepares the paperwork, and people make every decision.
One order, six decisions.
Each step ends on something finished and a person who decides. Press the buttons as you go: the order remembers what you chose.
A new request, answered the same hour.
Jonas Keller of Fabrikam asks for 40 starter kits and 12 pro kits through the form on Contoso's website. SalexHub files him as a contact with a deal, marked as from the website, with the pages he read before he wrote. Dana asks the Agent for a reply, and it writes one.
A new request, answered the same hour.
Jonas Keller of Fabrikam asks for 40 starter kits and 12 pro kits through the form on Contoso's website. SalexHub files him as a contact with a deal, marked as from the website, with the pages he read before he wrote. Dana asks the Agent for a reply, and it writes one.
- Done
- A contact and a deal made from the form, and a reply written for the person who owns the deal.
- Decided by
- Dana sends the reply from her own mailbox, or changes it first.
- Website forms come with the paid plans.
One order, seen by every team.
Sales sees the deal, accounts see the invoice and the payment, and the warehouse sees what is left and what is on order. Nobody asks where an order stands, and nothing is typed twice.
What if the delivery was ready
Northwind's truck comes at two. Lena Ortiz asks the Agent for the delivery; it drafts it from Northwind's order, with the lines and what is on hand, and she sends the goods out with Deliver, which takes them out of stock.
Each part, in depth.
Do this with your own business.
Start free on your own, or open the chat and ask the Agent what it would do for your business.
Free for one person, with no end date · Five chat messages without an account · Pro and Business start with a 14-day trial