Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Send approved service contract renewals before their deadlines.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
Draft client replies using approved service details and earlier messages.
Get a reply draft in the original conversation, with the sender's questions addressed and uncertain facts marked for your review.
Send new IT clients their project details and shared folder link.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Welcome new IT clients with their agreed work and kickoff steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Email approved service handoff notes and files to client contacts.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Revisit service proposals when a client's deal enters a follow-up stage.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Send approved service agreements to clients and file signed copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Send approved service proposals to prospects and keep a sent copy.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send approved IT service contracts for signature and log the deal invite.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Bring client support chats into private channels for team replies.
Answer WhatsApp chats from private Slack channels. Your team sees customer messages and attachments where they work.
Add transcripts of clients' recordings to their service tickets.
Read spoken customer requests right on the ticket. Your team gets the full transcript in a private note, without replaying the recording.
Send approved IT service agreements to the named client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.