360-degree View of an Account
The account management module in Worksbot CRM system unifies all customer information on a single platform. It allows you to view individual client details, such as ongoing projects, deals accepted, history of the accounts, etc.
Use our CRM software to track project progress by viewing their status and motivating your sales team to close deals faster. Proactively send status updates to the clients from within the CRM to promote a coordinated project management environment. Modify your customer interactions to personalize your communications according to the available account information.