This page, through a complete view of the customer, allows you to view the entire historical background behind a specific customer and through the multiple functions it offers allows you to manage it at 360 degrees.
LIST OF QUOTES: BEYOND EXPECTATIONS
Explore business performance with the Quote List.
Each commercial proposal is carefully catalogued, offering a detailed overview of the ongoing negotiations.
Monitor developments and customize strategies based on each individual quote.
From quote to order, follow every step of the purchasing journey with the Order List.
View details on every completed transaction, giving you complete control over your customers’ purchasing activities.
REFERRED CUSTOMERS: BUILD AN AFFILIATE NETWORK
The Referred Customers section allows you to build a powerful affiliate network. Find out who your customers recommend and who gets recommended.
Create strong connections and turn your customers into ambassadors for your brand.
ADVANCED DOCUMENT MANAGEMENT: FILES ASSOCIATED WITH THE CUSTOMER
The list of files associated with the client becomes your digital archive, with the possibility of adding new documents intuitively.
Advanced document management for a complete view of the customer journey.
LIST AND EMAIL SENDING: EFFICIENT CUSTOMIZATION AND UNMATCHED SPEED
Thanks to the innovative pop-up, email sending reaches new heights. Use pre-made templates for consistent communication and save valuable time.
Sending new emails is now more personalized, faster and controlled than ever.
ACTIVITY MONITORING: EVERYTHING UNDER CONTROL
Navigate through the list of customer-related tasks, keeping everything under control, or create new tasks to define new goals.
LIST OF NOTES
Write down each step with customer notes. Every interaction turns into an opportunity for learning and continuous improvement.
CUSTOM SETTINGS: WOOSALES AFFILIATION AND ROLE
Customize your strategy by selecting the appropriate Affiliate Agent and Woosales role in settings.
Flexible management to adapt to the specific dynamics of your team.