This is also what we will do if we receive the call from a mobile phone through the Zadarma app, calendar. An unknown customer calls us : then the phone number will appear and we can attend to it, at the same time that we create its file to have it already integrated into the system. ZCRM call In both cases, both at the time of the call and afterwards, we can give you an appointment immediately.
We just have to enter the ZCRM Calendar, check how busy the day is and mark in any space to create an appointment. If the client already has an assigned employee, it will be mobile number list automatically added to his task list, and if not, then we can transfer him to another, in addition to adding the notes or special requests that the user requires. ZCRM appointment All in the same call, which allows us to have an automatic, synchronized and total vision of all the "gaps" that we have available so that not a single client escapes us, both those already mentioned and those we have in the tab.
Leads that are waiting to be attended to, whom we can call with a specific time for their visit. ZCRM calendar In addition, ZCRM organizes all appointments by colors, a different one for each employee, and transforms them into tasks that can be tracked on the Kanban board to better organize work. In this way you can have, at a glance, everything we have for the day and if there is an employee who is more overloaded than another. ZCRM tasks And the missed calls? In a small business, perhaps more important than the calls answered are all those that are lost. Well, with a system like ZCRM and Zadarma, no appointment is lost.