Client card to know everything about clients

Discuss smarter ways to manage and optimize cv data.
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tanjimajuha20
Posts: 682
Joined: Thu Jan 02, 2025 7:18 am

Client card to know everything about clients

Post by tanjimajuha20 »

Hello! LiveTex is here with an exciting digest on the results of 2023 (“another one”, you might say, because how many posts with a similar title have you seen already?)) “Not another one, but a special one”, we will answer, since 2023 has really become rich in new products.

Therefore, we decided not to ignore the tradition of summing up the year and share our achievements with you. They have already helped many of our clients take communication with their clients to a new level, in case (suddenly!) you missed something.

So, below are the mostjapan mobile database important new products* of 2023 ⬇️(according to us 😉and, of course, our dear clients).

Supervisor to manage and rule

This year, we have an extremely important and long-awaited tool for work management, which allows you to quickly help employees with complex issues (read “control” 😉).

With its help, a manager can:

monitor the progress of correspondence and assess the level of knowledge of basic scripts;
transfer the dialogue to another employee if necessary;
send internal prompts to operators;
track metrics to adjust KPIs;
monitor SLA violations.




A hot new feature that has turned the idea of ​​the platform 180 degrees, because this function allows you to use the capabilities of the CRM system without additional integrations with external systems. You have most likely encountered a situation when a user first contacted you in one channel, for example, in a chat on the site, and then decided to clarify details on the same issue, but in Telegram. Could there be a difficulty with how to save the history from different channels for 1 client in 1 place so that operators are aware of the entire history of interaction?

Or, for example, a client contacted you in an online chat, but in order not to wait for an answer on the site, asked to contact him in Viber. Could there be confusion about how to transfer the client to another channel, sending him an outgoing message immediately from the RMO?
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