PERQ CRM

iOS Universel / Economie et entreprise

PERQ CRM is a lead management and "up system" for furniture stores that replaces paper or out-dated computer based systems with a flexible cloud based system that can be used on most any modern web browser. With PERQ CRM, your salespeople can maximize the value of every lead that walks through the door. The companion iOS app gives salespeople an instant view of the up-list and push notifications so they know when to be at the front of the store to take customers. The CRM features enable your salespeople to capture contact information from customers for follow-up calls, emails, and mailings. The task system lets salespeople schedule follow-ups for contacts and work/manage them from a single screen.

Quoi de neuf dans la dernière version ?

- Contacts - Added option for "In-Home" when creating new appointments
- Up-List - Ability to "reassign" to the same user for changing from up to be-back or vice-versa
- Up-List - Ability to change an assigned unattended customer to employee or other non-customer type and undo the assignment