Contextual search
Find a client by name, phone, email, or service without opening quotes one by one.
A solution for taking care of clients
Resume each client without losing context
The client book brings quotes, follow-ups, and contacts together so you can find the right proposal and keep the conversation moving.
The problem
When the same client has more than one quote, the history gets scattered
Clients and history groups the clients from your quotes and shows the follow-up that needs attention. Open the right quote, find linked tasks, and record the conversation outcome in the same context.
A few steps
How it works
- 1
Find the client
Search by name, phone, email, or service and filter overdue, today, or upcoming follow-ups.
- 2
Resume the right quote
Check the services, amounts, and priority follow-up before opening the quote or My routine.
- 3
Record the next step
After talking to the client, save the channel, outcome, a note, and an optional next follow-up.
What stays in one place
Follow-ups and tasks
See the priority follow-up and open the related task when you need to continue the work.
Contact stays in your hands
Record the conversation outcome and choose manually when to open WhatsApp.
Ready to take better care of your clients?
Sign in to your professional account and open Clients and history to resume a quote or record the next step.