Explore the features connecting customer data, proposals, communication and your team's daily work. Choose an area and see how it can support your business.
Move from customer details to a proposal, conversation and next action. The account owner can review earlier discussions, send a proposal and plan a follow-up across connected areas of the platform. Explore six features that help your team preserve that context throughout a sale.
Proposals that lead to action
Give recipients selected actions: accept, negotiate or request contact. When you return to the proposal, review its status and connected customer to prepare a response that fits the current discussion.
One reference point for your team
Before calling, review notes, recent conversations and proposals linked to the contact. Add a task with a due date and assignee so agreements lead to action and another teammate can pick up the same case.
Conversations with shared context
Refer to earlier discussions when replying and select a channel available for that contact. The message stays in the conversation history, making it easier to check what has already been shared before your next exchange.
Repeatable actions under control
After a form submission, send a confirmation, wait for a specified time and check a condition before the next action. Create a task for the owner or change a deal stage, then inspect how the workflow ran.
A clear view of sales progress
Choose a pipeline, assign an owner and connect the opportunity to a specific proposal. Filter the list and review stage history before contacting the customer, so you know what to confirm and which action comes next.
From content to campaign results
Build a message from blocks and adapt its content to your selected audience. Review a test email before the scheduled send, then compare interest in individual links to help prepare your next campaign.
Product interface in Polish with demonstration data
Explore an example process that starts with a form submission. Contact details reach CRM, and a configured workflow can send a confirmation and create a task for the account owner. You define the conditions and sequence of actions that help your team take over the inquiry.
Extend customer service with content, forms, bookings, orders and connections to other tools. Collect information before a conversation, share available times and track what happens next in the sale. Choose the areas that match how your business attracts and serves customers.
Start with unopened or expiring proposals, or those needing attention after checkout begins. Compare their status with recipient activity and suggested next actions to decide which customers to contact first.
Explore analyticsBuild a page from blocks, select files from the library and complete content in supported languages. Categories, addresses and metadata organize the material your website retrieves through its configured CMS connection.
Explore the CMSShow additional questions only when earlier answers make them relevant, and mark required fields. Once responses arrive, review the results or export the data to prepare a conversation or your team’s next steps.
Explore forms and surveysFor a meeting, the customer chooses an available time and shares contact details. For a resource booking, they choose dates and extras and continue through pricing and checkout while your team reviews the details in the panel.
Explore bookings and meetingsComplete product prices, stock levels and descriptions, then use that information when preparing a sale. Review the customer, selected items and payment status alongside an order to answer questions about its handling.
Explore order managementA Shoper order can reach the platform for handling, while the wFirma integration supports issuing an invoice. For each connection, we establish the data scope and synchronization direction so your team has the right information.
Explore integrationsTell us where your customers come from, how you prepare proposals and what happens after you send them. We will demonstrate relevant features in one scenario, from inquiry to the account owner's next action. Together, we will establish the modules, integrations and configuration you need.