영업비서

Detailed Description *

Sales Assistant is a sales-specific CRM app designed to efficiently manage consultations and sales tasks.
You can intuitively manage everything from customer information management to scheduling, assigning contacts, and recording consultation history, all from a single screen.

Key Features

■ Dashboard
View key metrics such as leads, impressions, reach, and clicks at a glance.

Quickly grasp current sales status by visually displaying daily lead trends and recent schedule status.

■ Customer Management
Systematically manage customer information, including name, contact information, status, age, gender, and interest.
Quickly find desired customers using status filters and searches, and leave notes for each customer to accumulate consultation history.

■ Contact Management
Register sales contacts and manage their active/inactive status.
Set lead assignments for each campaign to efficiently manage contact management.

■ Calendar Schedule Management
Manage customer consultations and meeting schedules using a calendar.
Schedules are linked to customer information, making future consultation management easier.

■ Detailed Customer Management
You can create notes, assign a contact person, and schedule appointments all at once from the customer-specific details pop-up.
AI call recording integration allows you to systematically manage your consultation records.

The sales assistant simplifies complex sales management processes,
providing an environment where you can focus on sales.