Work Process

Let’s understand it step by step

Manage Your Business, Team, Cases and Clients At One Platform Get More Than Just a Software

Whenever a client sends a mail, convert a mail into a lead by clicking on the extension.
01
The potential businesses are converted into leads and can be contacted further. Rest of them are filtered out.
02
Contact the lead, discuss their requirements, and finalise the business.
03
Send an invoice including the brief description of tasks which has been done; to let the client know what they are looking for.
06
Use various resources available in the platform, accomplish the tasks, and provide an expected solution.
05
Create multiple tasks, deadlines, follow ups, and assign them to the team and work on it for the desired output.
04
Once the payment is received, record the payment details including the invoice date, payment date, amount, etc.
07
Check the current stage, compare the performance, and increase more leads via reports available.
08
Send an invoice including the brief description of tasks which has been done; to let the client know what they are looking for.
09

Let’s boost your business with AI !