Mobile-ready
Keep your entire operation on your smartphone or tablet. Access and manage key information in real time, wherever you are. wherever you go.
Clients, leads, opportunities, services, scheduling & communication in one place. Anywhere, Anytime
Keep your entire operation on your smartphone or tablet. Access and manage key information in real time, wherever you are. wherever you go.
Be on top of all your leads and opportunities. Keep in touch with your potential customers, and easily see who needs attention, and the deals about to land.
Check what’s due for today and what’s coming up over the next week — customized to how you work best. Log calls, send emails, and create new tasks and events in a single click.
Easily create task with due dates directly on your client’s record. Use statuses and priorities to filter your to-do lists according to what matters most to your business. No blind spots. Nothing falls through the cracks.
Seamless connection with your email for triggering behavior-based emails that encourage your clients to take the next step in their lifecycle. Maintain permanent communication with leads with relevant information according their profile.
Maintain customer documents within your customers’ profile, including personal documentation, authorizations, required forms, to organize and better manage each transaction, knowing instantly, at any time which opportunities are missing documentation.
Get the ability to track your expenses and dedicated time per opportunity so you can get an accurate profit analysis to improve your sales performance and optimize your resources.
Access and send files from anywhere with OneDrive.
Enables Microsoft Teams communication channel to improve your teamwork.
Customer Xperts is a Canadian IT consulting company with more than 20 years of experience. We help businesses increase productivity and reduce operational costs.