Customize your CRM with unique data entry points tailored to your business needs. Visitor fields provide flexibility, segment leads and customers in an optimal way, and are adaptable to changing business needs.
Let the system work for you. Define rules for triggered actions, from custom responses based on location to automated listeners for new contact details.
With Bookme you and your customers can schedule appointments, set follow-ups, and manage calendar tasks effortlessly. CRM Lite automatically syncs with the Bookme scheduler for a hands-off approach to booking appointments.
Color code your visitors for quick and easy identification - new leads, contacts, and more. Utilize visual cues for effective and organized lead management.
Effortlessly set reminders for follow-ups, important dates, and more. Stay on top of your leads with intuitive task management.
Milestones redefined. Easily set manual triggers for certain predefined actions during a conversation. Visitor status reduces the need for complex automation and offers a superior experience.