From this material you will learn:

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With which you will increase the conversion of the site by 4.8 times

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—Automatic task assignment

In EnvyCRM, each task is assigned to a specific manager. If the task is overdue, the manager will immediately know about it. This feature allows you not to lose a single client - let's consider this advantage using the example of automating the processing of an application for window installation and bringing it to a sale:

When a customer leaves a request on the website, a transaction card appears in the CRM, where the sales funnel stage is: "First call". The CRM sets the manager the task: "Call the client back within 15 minutes". If the task is overdue, the CRM will notify the manager about it.
The manager calls the client directly from the CRM, records the results of the negotiations in the deal card and transfers it to the "Measurements" stage. The CRM automatically creates a task for the measurer: "Leave for measurements by posting [date, time]".
After the visit, the surveyor attaches a document with the dimensions and technical specifications to the transaction card and moves the transaction to the “Contract” stage.
The responsible manager receives the task: "Calculate the cost and call the client within 2 hours." He records the calculations in the CRM and calls.
The transaction moves to the "Payment" stage, CRM automatically generates a document using a template, where it inserts the name, address, service name, amount, payment details. The manager needs to send the document to the client, receive payment and move the transaction to the last stage - "Installation".
The installer immediately receives an automatic norway telegram data notification that he must install transaction windows by a certain deadline.
CRM Envybox on the site

Thus, EnvyCRM helps solve many of the problems that employees usually face. By ensuring that they never miss task reminders, you can focus on other goals for your company.

Also, because it is impossible to close a task in EnvyCRM without completing it, you can be sure that your employees will be effective at every stage - from calling potential clients to closing a deal.To better serve your customers, increase sales and stay ahead of your competitors!