Message Plane CRM Integration

by message.plane.software for

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Message Plane CRM Integration: A New Way to Make Your Business Process More Efficient

This web extension offers an integration solution for your customer relationship management (CRM) for a more efficient business processing. Message Plane lets you manage your contacts, leads, opportunities and orders in a single platform. With its built-in contacts, calendars, and other tools, you can easily create and send tailored messages to your contacts that help you close the sale, follow up a request or generate new opportunities.

Features:

  • Manage contacts with their name, phone number, email and date of birth.
  • Set a preferred time to receive a text notification.
  • Use built-in integrations to create and send customized messages.
  • Add notes, photographs, orders, leads and opportunities to messages.
  • Use the built-in calendar to add time slots for meeting with the client, and invite a colleague or partner.
  • Create custom CRM queries or filters to get fast results.
  • Receive all your daily reports in an easy-to-read format.
  • See past records with filters and groups for the contacts you want to keep an eye on.
  • See how well you are tracking your sales and productivity in real-time.