Internal Notes and Messenger

Home / Internal Notes and Messenger

Best Practices for Tracking Activities

Allow your users to chat while logged into the Krypton Power CRM, using either the notes or messages tools.

Whether it be agent, admin and HR, partner or introducer, all employees within your business that have access to the Krypton Power CRM, will have access to these tools, helping to make your sales or service process smoother.

Notes can be left on leads and who has access to view these notes can be customised to your business needs. These notes could be crucial to completing your sales or service leads and can only be seen by the selected agents.

The Krypton Power CRM messaging is seamless and the perfect tool to keep your staff on the same page when it comes to their business efforts

Instant messaging facilitates a more streamlined flow of communication. While phone calls or emails can be time consuming, instant messaging allows colleagues to address issues in a live and prompt manner with minimum disruptions. More importantly, instant messaging allows managers to maintain constant communication with a team.

Call to Action - Request more information about notes and messenger within the Krypton Power CRM by contacting us today

Take Your First Step Today

Questions? 03334 432 181

News Letter
Follow Us :