CrmBot use Slack to get from CRM-IMM platform as interactive messages for clients name, services, invoices, not payed bills, contact information and to save notes as customer interactions. CRM-IMM is a CRM software for small businesses in Romanian. CrmBot working with a payed or demo CRM-IMM service.
CrmBot use interactive commands to obtain the desired information.
Help:
– Type ‘h’ or ‘help’
Clients:
– Searches clients: type ‘client search text’ or ‘c search text’
– Not payed bills: type ‘r’ or ‘r n’, where n represents the number of days of payment delay.
-Exchange rate for euro, usd, gpb: type ‘curs’.
Buttons:
– Click client name – will display client details and buttons.
– Facturi: display unpaid bills a last payed bill.
– Servicii: display client services with details.
– Contacte: display client contacts persons name, phone and email.
– Interactiuni: display client notes and add notes; notes will be saved in client CRM-IMM data base; to exit from add mode, type exit.
– the next ‘Anterior’, the previous Urmator’
– back: ‘Inapoi’
crmbotBot with CRM-IMM clients, invoice summary, contacts, clients interactions, cash collection info
Slack Application: crmbotBot with CRM-IMM clients, invoice summary, contacts, clients interactions, cash collection info
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