Use cases · Sales
Set up the tasks after a call
Every promise from the call, on the customer, with a name and a date.
- Best for
- Anyone who leaves a call with a list of things to do.
- You give it
- What was agreed, in a sentence or two.
- Where it runs
- Chat, App
- Needs
- Any plan with the module on.
How it runs.
- Tell the Agent what was agreed.
- It writes each task on the customer's record with who does it and by when.
You get
Tasks on the customer, each with an assignee and a due date.
You decide
One card for each task.
Say it in the chat
Set up the tasks after my call with [customer]: [what was agreed].
Change the words in brackets. Nothing is sent until you press Enter.
More for salesFor sales teams
- Projects & tasksProjects, tasks and whiteboardsWhere this lives
- Turn a website request into a dealEvery request from your site arrives as a contact and a deal, with its owner.On its own
- Send a quote your customer accepts from a linkA quote on your letterhead, accepted from a link, and the deal won.Chat · App
- Revise a quote after the customer asksSay the change, get the new revision.Chat
Give the Agent this job.
Start free, and see the result wait for your yes.