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How to organize a personal account for clients (accepting applications for a b2b furniture factory)?
Good afternoon.
I am looking for some kind of system to streamline the acceptance of orders and communication with customers ..
Now applications are accepted through the mail, and this is very inconvenient.
I would like some kind of solution like a help desk .. Where his personal account is opened for the client, he creates an application-order and a separate conversation is conducted on this application, files are transferred, statuses are set ..
Has anyone met something like this?
I repeat the main thing - the ability to register a client in the system, chat, file exchange and a list of requests with statuses.
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This task is solved by existing CRM systems, for example, Bitrix24 or AmoCRM. There are many analogues, you need to look at different ones and choose the most suitable for your tasks.
Well, either the system for receiving electronic applications for Tickets is something like HPSM and the like, remove it, I won’t give links because there are a lot of advertisements) Implement a portal on the site, a minimum registration form and conditional operators that accept applications, from the pros over CRM due to the fact that it is the system for accepting applications is usually implemented analytics, processed applications, processing time and so on. Although there are CRM systems with built-in functionality of this kind
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