Slimbot
CRMWhat is Activities?
Activities automatically keeps a timeline of all contact moments with a customer: conversations, e-mails, quotes and appointments. This way, you can see the complete history at a glance and seamlessly pick up a conversation at any time.
How does it work?
- Contact moments from e-mail, WhatsApp and quotes are automatically logged as activity.
- Add a phone call or visit manually if needed.
- View the complete timeline per customer from first contact to now.
- Filter by activity type to quickly find what you're looking for.
Use cases
Installation company that can review all service contacts per customer.
Law firm that keeps a record of every contact moment with a client.
Car dealership that displays the full customer history for the service desk.
Sales team that sees who had contact with which customer when.
Benefits
- Complete customer history without manual tracking.
- Every conversation can be seamlessly taken over by a colleague.
- Instantly find what was discussed earlier.
- Never ask a customer the same thing twice.
Frequently asked questions
Do I have to enter every activity myself?
No, most contact moments from e-mail, WhatsApp and quotes are logged automatically. You only add a phone call or visit yourself if you wish.
Can a colleague take over a customer without missing the history?
Yes, the complete timeline is with the customer. A colleague sees exactly what was discussed earlier and picks up the conversation effortlessly.
Also within CRM
Use activities for your business?
Slimbot sets everything up for you. Start for free or request a tailored demo.