Choose which actions your CRM takes when and for which target audience. Set up rules and let Next4biz CRM run things smoothly.
Next4biz can send an automated email to the customer, assign a task to the sales manager, and tag the customer.
Let Next4biz assign a calling task to the sales manager, automatically add a note for the relevant opportunity, and tag the customer.
Let Next4biz prompt the sales manager to call the customer!
Let Next4biz email the customer your warranty extension offer. Prompt the sales manager to call the customer when the customer reads the offer!
Let Next4biz send the customer a push notification, change the sales stage, and create a notification over at customer service.
Let Next4biz forward the renewal offers to the customer, and redirect the customer for payment upon acceptance.
Are your kids turning 18?
You define the rules, actions and your target audience, and let Next4biz take care of the rest.
Event- and rule-based marketing and sales management!
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