Three common situations and the right solution for each. The actual integrations depend on the apps you use and the permissions available.
Use case example
The problem: Requests arrive through the form and by email, and some of them go unanswered or are not followed up.
The solution: The request is recorded in the CRM, the person responsible is notified, and follow-up happens according to rules we agree together.
Use case example
The problem: The same questions about services and opening hours get the same answer every day.
The solution: The assistant answers from approved information, collects the contact details of interested people and hands over to a person the conversations it cannot resolve.
Use case example
The problem: The weekly report involves manually exporting, copying and formatting data from several apps.
The solution: Data from the connected apps is centralised, and the report is prepared and sent to the person responsible at the agreed interval.
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