On this article, the UTIP Applied sciences Ltd. specialists give an outline of all of the attainable integrations within the UtipOffice merchandise underneath technique to streamline brokerage workflows.
Plugins for speaking with the dealer
The UTIP CRM stands for integrating plugins for standard e-mail publication providers: MailChimp and UniSender; in addition to for Voiso and Commpeak IP Telephony providers and others.
The publication plugin allows buyer segmentation into mailing teams to ship emails. The dealer is ready to create and format emails, make templates, view analytical information on the emails seen, clicked hyperlinks and far more.
The telephony plugin offers the choice of calling purchasers from the UTIP CRM system pages, e.g. straight from the consumer’s card.
To maintain consumer contact information safe, it’s attainable to restrict entry to the cellphone quantity. On this case, there’s nonetheless a chance to make calls.
Full name historical past, together with date and time of the decision, its length and standing are displayed within the consumer’s card.
There’s additionally an choice to replay the decision file, if wanted.
Report on calls is designed for the staff who monitor the method.
Commpeak dialer
The UTIP CRM stands for integrating with dialers that allow automated calls to purchasers to be arrange. This characteristic reduces the variety of operations carried out by staff and shortens the time from getting results in making a deposit.
What it’s essential get began with a telephony is to attach it together with the capabilities supported.
Telegram integration
The UTIP CRM helps the mixing with Telegram.
The dealer’s staff can get reviews on deposits straight within the messenger chat thereby dashing up the processes of constructing managerial options.
Lead era options
To broaden the dealer’s consumer base, the UTIP CRM performance serves so as to add purchasers by quite a lot of API-functioning sources from lead turbines.
Leads will be uploaded straight into the UTIP CRM, or merchants will be registered through touchdown pages or different lead sources offered by the lead generator.
Accordingly, automated lead era reduces the time spent on processing leads by gross sales and advertising and marketing employees and saves sources for buyer base processing by additional rising gross sales.
To work together with lead turbines, the system has occasion monitoring performance. For instance, the choice of modifying buyer information by a supervisor or the choice of constructing a deposit.
We provide an open API that permits the dealer to combine with new companions and thereby broaden alternatives and improve effectivity with out drastic adjustments in enterprise processes. You probably have any questions on the UTIP CRM integrations, be happy to contact the UTIP managers.
On this article, the UTIP Applied sciences Ltd. specialists give an outline of all of the attainable integrations within the UtipOffice merchandise underneath technique to streamline brokerage workflows.
Plugins for speaking with the dealer
The UTIP CRM stands for integrating plugins for standard e-mail publication providers: MailChimp and UniSender; in addition to for Voiso and Commpeak IP Telephony providers and others.
The publication plugin allows buyer segmentation into mailing teams to ship emails. The dealer is ready to create and format emails, make templates, view analytical information on the emails seen, clicked hyperlinks and far more.
The telephony plugin offers the choice of calling purchasers from the UTIP CRM system pages, e.g. straight from the consumer’s card.
To maintain consumer contact information safe, it’s attainable to restrict entry to the cellphone quantity. On this case, there’s nonetheless a chance to make calls.
Full name historical past, together with date and time of the decision, its length and standing are displayed within the consumer’s card.
There’s additionally an choice to replay the decision file, if wanted.
Report on calls is designed for the staff who monitor the method.
Commpeak dialer
The UTIP CRM stands for integrating with dialers that allow automated calls to purchasers to be arrange. This characteristic reduces the variety of operations carried out by staff and shortens the time from getting results in making a deposit.
What it’s essential get began with a telephony is to attach it together with the capabilities supported.
Telegram integration
The UTIP CRM helps the mixing with Telegram.
The dealer’s staff can get reviews on deposits straight within the messenger chat thereby dashing up the processes of constructing managerial options.
Lead era options
To broaden the dealer’s consumer base, the UTIP CRM performance serves so as to add purchasers by quite a lot of API-functioning sources from lead turbines.
Leads will be uploaded straight into the UTIP CRM, or merchants will be registered through touchdown pages or different lead sources offered by the lead generator.
Accordingly, automated lead era reduces the time spent on processing leads by gross sales and advertising and marketing employees and saves sources for buyer base processing by additional rising gross sales.
To work together with lead turbines, the system has occasion monitoring performance. For instance, the choice of modifying buyer information by a supervisor or the choice of constructing a deposit.
We provide an open API that permits the dealer to combine with new companions and thereby broaden alternatives and improve effectivity with out drastic adjustments in enterprise processes. You probably have any questions on the UTIP CRM integrations, be happy to contact the UTIP managers.
