WiseActivities – Activities
All customer information in one place. Actions taken by or directed at the customer can be found directly under their profile.
WiseActivities automatically saves all activities performed by or directed at the customer in one place.
All Customer Information in One Place
WiseActivities is a central part of customer relationship management. Activities are individual actions involving a contact. An activity can be customer-initiated, such as a purchase, event participation, or survey response. It can also be directed at the customer, such as an email, phone call, or scheduled meeting. All activities can be found under the contacts, allowing for a detailed examination of customer history. Having all customer information in one place is extremely efficient for sales work.
When all information and the tools that utilize it are in the same system, it is easy to generate summaries of customer actions, and the data can be deleted instantly upon the customer's request.
Personalized, customizable user interface
Activities can be categorized based on customer, company, or owner specifics. Personalizing your view is easy by displaying the essential information relevant to you.