Integrate Simple CRM For Automated Follow-up & Client Management

Summary

Implement a simplified CRM into Klesk Metal client management in order to allow for automated follow-up and easy sms communication between clients

Client

Klesk

Assigned To

Eli Weldon

Status

Proposed

Start & Finish Date

Needs Review

Objective: Implement a simplified CRM into client management in order to allow for automated follow-up and easy sms communication between clients.

Impact: Streamline communications and ensure that no one slips through the cracks. Allow upper management to quickly and easily know what’s going on with customer onboarding and sales