Pal CRM Features
Reports & Analyse
Customers
Share awards and promotions on your customer’s club and make a big community.
Reduce your customer’s calls by the Ticket Support Center feature, respond to each ticket individually.
Add a live chat feature on your website and turn the website visitors to your actual customers.
With the Knowledge Center share all the useful information about our service or products with customers.
Task & Time Management
Time Management
Leave most of the timing tasks like events and upcoming tasks on the CRM.
Events Management
Event Section will notify all of your events with the detail in different ways.
Work-Flow
Establish the working process and assign the right person to the right task.
Reminders
You will not miss any work, task or event by the reminder. It could remind other people as well.
Calls Management
In-coming and out-going call numbers could be tracked and saved in the customer call log.
Instant Messaging
Instant Messaging helps you to send your important messages to other staff inside the office.
Email Management
Add your E-mails to the CRM system, you won’t need to open a different screen to check your Inbox.
Texting Management
Text your customers with your CRM panel, don’t need to use your phone or another platform for texting.
Dashboard
Make your own customized dashboard, access quickly to different widgets and layouts.
Caller ID
Caller ID is a great feature that could show you live calls and import the contacts automatically.
Calendar
Make your own calendar with having so many options to add your tasks and events.
To-Do List
List all your tasks in this feature with priority and organizing them to not miss any ones.
Relationship Management
Automated Text Responding
The Text feature Allows you to set automated responding for different features and works.
Campaign Management
Make and run your own customized campaign for business marketing with your own rules.
The Lead Management
Recognize the most active and valuable lead sources, don’t miss any of your leads.
Customers Log
You will know what was going on between the customer and staff when you look at the log.