It's always challenging to handle a customer who was earlier managed by your colleague and just now left the job! MeraCRM Kundli View is really helpful in this scenario. It gives you all facts, history and any future followups set for the customer and retain him.
Get all the past customer data along with specific tags and ribbons.
Numbers are always helpful to get better picture of customer. Tags and Ribbons give other perspectives about customer. With all these information support person can assist a customer better according to customer's requirements.
Create different Tags for Person,
Client, Lead and Support
depending on the requirement.
Use colored ribbons to represent different
of Person, Client, Lead and Support.
Categorize your customer or Lead
for better, business using
Tags and colored Ribbons.
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