An enquiry board that tracks enquiries through multiple stages, such as New, Initial connect call, Feasibility check, Proposal, Dormant, Closed, and Reopened.

Managers and team members can create new enquiries and assign them to the concerned users.

Enquiry board requests capture critical details like the enquiry type, customer details, quote details, requirements detail, and the efforts spent on the enquiry.

Projects are automatically created when enquiries are closed with a customer-approved status.

Project board will have different stages like Not started, Requirement gathering, Development, UAT, Go live - support, and Completed.

Project board requests will have critical details such as project type, customer details, project estimate, and planned vs. actual dates for different stages.

A task board with stages including Not started, In progress, On hold, and Completed, to track tasks within the project.

Tasks can be created by both managers and team members.

Managers may add, modify, or delete customer records.

Customer data collected may be utilized in the project board.

Team members can send out feedback forms to customers as a public link.

Managers can review the feedback and assign it to concerned team members.

Use charts to gain insights into projects based on stage, revenue status by quarter, and revenue status by employees.

Get real-time data on total projects, total enquiries, active customers, revenue, and other metrics.

On the app, click the Open button.

You’ll be redirected to the application.

To add users to the account, click your profile picture on the top-right corner of the page > Account administration > User management. Then, click Add a user button and enter the first and last name, as well as your email address. Select the User type and click Add. 

To access the app, you must first provide a role to yourself and the users.

Click the More options button () located at the top-right corner of the app.

In the dropdown, click Share.

Under Roles, click Manager members to add a user to a specific role.

Team managers and leads of professional services are added to this role.

Managers have full control over the customer repository. They can initiate enquiry and project requests, view overall dashboard data, and review customer feedback.

Users who are members of the professional services team are added to this role.

Team members will be able to initiate enquiry and project requests, and view member-specific dashboard data.

Click the More options button (...) located at the top-right corner of the app.

In the dropdown, click Share.

On the Share page, click the + Add developers button.

Add users or groups as developers and grant them Admin roles.

Click Add to submit.

Click the More options button () located at the top-right corner of the app.

In the dropdown, click Manage integrations.

Go to Connections and click Connect for each integration to authenticate.

Navigate to All integrations and turn on all the integrations.