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Frequently Asked Questions about Comexcel Cloud CRM
Our CRM feature allows you to manage all your contacts and interactions with customers from one place. It's designed to help you build stronger customer relationships!
There's seamless integration - calls automatically log interactions in the CRM so you have a complete record of conversations. This saves your sales team tons of time.
Absolutely! The call logs include date/time of calls, duration, who you spoke to, and notes your team entered so you always know the details. Very handy for followups.
Yes! Email exchanges with contacts automatically sync over so all interactions are documented. No more digging through inboxes to find that one conversation.
Yep, the Comexcel CRM has iOS and Android apps so your team stays productive from anywhere. All that great customer info at your fingertips wherever you are!
Robust reporting and analytics are built in to help you identify new opportunities and see what areas your team is performing well in (or needs improvement!). Goal management ensures alignment.
The interface is very intuitive so you'll be up and running quickly! Plus we provide great onboarding resources and ongoing support to ensure you get maximum value.
Track all unreturned calls and texts in a single click
With our proprietary filter technology, when you access your list of missed calls from your CRM, with a click, you can see the purpose of the prospect’s or client’s call and take fast, appropriate action with a callback or immediate text!