Prosaas CRM offers comprehensive communication tools to help you maintain strong relationships with your clients. These integrated features streamline your communication workflow and ensure all interactions are properly documented.
Communicate directly with clients through the integrated email system. Send emails directly from the client profile, ensuring all correspondence is automatically logged in the communication history. Utilize pre-built email templates to maintain consistent messaging across your team and save time on routine communications.
Keep detailed records of all phone conversations with your clients. The call logging feature allows you to record important details from phone conversations, set follow-up reminders to ensure no client interaction is forgotten, and track call outcomes to measure communication effectiveness.
Efficiently manage client meetings with the built-in scheduling system. Schedule meetings with clients directly through the platform, send calendar invitations automatically, and set meeting agendas and notes to ensure productive client interactions.
Enhance client experience with a dedicated portal that provides clients with secure access to their information. Share project updates, important files, and invoices directly through the portal. Enable clients to approve estimates and pay invoices online, creating a seamless and professional client experience.
