Flexible Keep In Touch For Perfex

Description

Recognising the uniqueness of each customer relationship, our flexible KIT module approach ensures that the timing aligns perfectly—it allows you to choose shorter intervals for some contacts and longer intervals for others, ensuring a personalised and effective approach for each contact.

You can setup multiple KIT rules for the same contact, Once the scheduled KIT activity is completed, the system will automatically generate another KIT activity with a configured interval, ensuring a continuous and streamlined engagement process.

FEATURES

  • Flexible Contact Scheduling Configuration Rules
  • Personalised KIT Rules for contact (Client and Leads)
  • Never miss One-time or Recurring Task/Call/Meeting schedule with your contacts.
  • Increased Transparency and auditing – KIT provides clear overview of all customer/leads contacts and activities
  • Enhanced productivity: By crafting personalized contact plans and utilizing KIT rules, you can streamline customer interactions, boosting overall productivity

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