Customer And Vendor Center
All Customer details and correspondence are at your fingertips. All the information required to deliver the service you promise.
A Record Of All Communication, With Every Customer
Know Who Last Contacted
Every email, internal note and detail, for each Customer , is in one shared place for your team. Know who last contacted a Customer, what was said and when that was. Everything is searchable, so when a Customer calls you will instantly know where things stand.
Automate Customer Data- Collection With Customer Tasks And Auto- Reminders
Let Wispa do all of the chasing for you by automating
Customer requests and reminders. Customer become part of your workflow, so they know exactly what they need to action and you know what you are still waiting on.
The moment a Customer sends documents and comments, you are notified right where you need them.
Customer Management Features
Customer Portal
Collaborate with Customer in one streamlined workflow with tasks and document sharing.
Auto-Reminders
Stop chasing Customer for missing information.Wispa
sends task Previous Slide for you.
Kanban Board
View and optimize all of the jobs going on across your team.
Conversations
All Customer conversations in one place. Email, sms, whatsApp and Slack.
Activity Timelines
Shared history of emails, notes, tasks and activity relating to any job or Customer.
Integrated Email
Every email between your Customer and anyone on your team, in one single place.
Customer Groups
Manage people and organizations that are related by ownership or financial structure.
Template Responses
Whether you have teams from all over the world. Keep all your communication.
Shared Contacts
Work together on Customer with all contact details, work and communication in one place.
Third-Party Integrations
Share data between Karbon and other systems to keep everything up-to-date.
Document Storage
Files and documents automatically stored and organized against Customer and jobs.
Video Conferencing
End to End Encryption, recording, chat and file uploads.
Contact Types
Customizable database categories for Customer, prospects, suppliers or anyone else.
E-Signatures
Included in Wispa. Dashboard tracking of unsigned documents. Nothing falls through the cracks.
Meetings
Digital agendas with timers, record actions, decisions and notes. Automatically track incomplete assigned work and send out the recorded minutes instantly.
Project Management
Doing larger projects with Customer. Get the Customer totally engaged and visible .
Accountable Focused Meeting Agendas
Stop having wasted meetings that go nowhere; Wispa Meetings have focused agendas, track and follow up incomplete tasks and automatically send out the minutes to all participants.