What automation tools/actions does your product offer?🪄
Kyle Young ⛳️
1 reply
Efficiency is key. My product StellarisSphere is an all-in-one CRM & Project Management platform, and of course we have some advanced automation features.🧙♂️
Automate the project creation and assigning process.
- add client
- Send estimate (also integrated on the platform)
- once accepted --> project auto created from info on the estimate
- Auto email sent to client informing them
Automate the payment process
- Invoice auto created with project
- Auto email sent to client w/seven day payment timer and reminder
- easily accept payments directly through the platform
Replies
Lifan Xu@lifan_xu2
Our product Aissist.io automates sales/service queries with customers from rental business, auto repair service, and e-commerce.
Just feed our AI with instructions, knowledge base, create tags and add contextual instructions for the tags , and connect to your information system, then AI can take care of your customer's queries.
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