Activity in CRM

New Feature
crm-activity-02

We aim to create a full-fledged CRM on the world's most popular messaging platform - WhatsApp.

Thus we have added a most important and core feature to the CRM which is: Contact Activity

Contact Activity is available in the dedicated tab in Chrome Extension when you select a contact. You can also check and create activities from Vepaar Web.

Notes areย a great way to summarize your observations on customer and prospect interactions and outcomes. By saving notes as CRM data, a sales rep will always be able to keep track of how a sale is progressing.

Currently, the Activity supports:

  • Notes: You can add multiple notes under contact and keep track of your conversation and summary.

In future releases we will add:

  • Reminder: Set a reminder for following up with the customer.
  • Meeting: Create & schedule meetings with the customer.

With this release, the following feature requests are marked as shipped:

3

Able to Add Multiple Notes in CRM

Currently, we are just able to add note once then you are allow to update it only. We want that we are able to add multiple notes with specific date and time.

Harsh V
Shipped

0

17