growing business is a connected business. A large number of missed opportunities
are caused due to gaps in communication and lack of transparency of interactions.
It is vital to know who in the organisation is talking to the customer and what
is being said, allowing the relationship to be established at an organisational
level rather than at an employee level.
Interact is a web based solution designed to create and track interactions between
employees and customers in a single, time-efficient and friendly way, allowing users
to assign tasks, alerts and time sheets. All activities are shown in a simple and
easy to understand click-through dashboard. A single window view allows the user
to immediately view all past interactions with a customer and details of all the
people in your organisation who have interacted with that customer.
- Enter and maintain client interactions along with the team members, time spent,
email contents and phone interactions.
- Generate minutes of meetings.
- Generate various reports including:
- Client summary report
- Client timesheet report
- User timesheet report
- User pending tasks report
- Create user groups, users, roles and rights.
- Email based reminders and escalations.