Client record
A complete record for every contact
Name, email, phone, company, industry, role, address: every contact has a record, created automatically when a visitor fills in one of your forms or scans one of your NFC cards.
Qualify your leads in one click (low, medium or high interest), note the value of the deal and keep the history of your conversations in one place. No more digging through your emails to remember where you were.
- Contacts created automatically from your forms, pages and NFC cards
- Qualification: company, industry, interest level, deal value
- Conversation history kept on each record




