영업비서

영업비서

About this app

Sales Assistant is a dedicated CRM app designed to efficiently manage consultation and sales tasks.

You can intuitively handle everything from customer information management and schedule management to assigning representatives and recording consultation history all on a single screen.

Key Features

■ Dashboard

You can view key metrics such as prospects, impressions, reach, and clicks at a glance.

It provides visual updates on daily prospect trends and recent schedule status, allowing you to quickly grasp the current sales situation.

■ Customer Management

You can systematically manage customer names, contact information, status, age, gender, and interests.

You can quickly find specific customers using status filters and search functions, and accumulate consultation history by leaving notes for each customer.

■ Representative Management

You can register sales representatives and manage their active/inactive status.

You can efficiently coordinate representative operations by setting lead assignments for each campaign.

■ Calendar Schedule Management

You can manage customer consultation and meeting schedules via a calendar.

When registering a schedule, it links to customer information, making subsequent consultation management even more convenient.

Sales Assistant ■ Detailed Customer Management

You can write notes, assign a representative, and schedule appointments all at once from the customer details pop-up.

You can systematically manage consultation records through integration with AI call recording.

■ Automatic Tasks for Missed Calls · Connecting Customers via Call Recording

The sales assistant simplifies complex sales management processes, providing an environment where you can focus on sales.

What’s new

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