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Contacts and sales Secure Inter-Company Workflows Showing videos tagged CRM and sales · Show all videos · 🔗 Copy link to these videos
Contacts and sales 1:17 Contacts, your built-in CRM Everyone who fills in your forms, with their whole history. 1:19 Pipeline, follow-ups and reports Track deals by stage, get reminders, and see what you won. 1:34 Track every request and automate the next steps Status, assigning, notes and automations. 1:14 Customer feedback in every store Staff QR codes on name tags, a one-time coupon for every survey, a till link that marks it used, and stores and staff ranked. 0:52 On-demand presentations: a first-time buyer course A mortgage broker shares one link: buyers watch at their own pace, answer a question card and book a call, she sees who finished and where people stop, and anyone who stops part-way gets a reminder. 1:14 Live presentations: a travel club People sign up for a session, join a live presentation in their browser, answer a question card, and get a quote built from their answers that they accept and pay. Plus a room started on the spot with a link. 1:36 Lead certificates for call centers Register as a lead buyer, claim a lead's FormWitness consent certificate, then open it and watch the visit. Secure Inter-Company Workflows NEW Connect one workflow across two separate organizations, like an intake team and a law firm, a realtor and an inspector, or two departments. Each company keeps its own account, team and data. Cases are handed over automatically, only the answers you choose are passed along, and both sides can follow how the case is going. See how it compares →
1:18 Home services: from booking to signed estimate A homeowner books online, the technician gets the job, and the customer signs the estimate from their phone.
