Introduction

Social CRM offers you a true unified communication experience by integrating WhatsApp, Web, SMS & Calls into a single inbox view enabling you to manage the business conversation more effectively. Social CRM is loaded with all the basic functionality required for a business to run and manage customers effectively, below are the features at glance

Social CRM works seamlessly with Smart Replies , Broadcaster & Sequences to automate many repetitive task and organise your business more effectively

If we are missing any features then please request new features by sending an email to support@pickyassist.com and we are glad to integrate it for you.

Categories

Segregate Customers into Categories & Subcategories like Non Vegetarians, Pizza Lovers, Frequent Buyers, Loyal Customers etc this will help you to use with Broadcaster to send mass messages to specify categories

Tags

Classify Customers by applying relevant tags like Order Pending, Delivered, Payment Pending, Custom Order etc this will help you to use with Broadcaster to send mass messages to specify subscribers having tags

Tickets

Create Tickets, Set Reminders, Add Due Dates, Set Priority, Track Progress, Add Comments

Lets customers raise their concerns through WhatsApp & SMS and incoming message get converts into ticket automatically. Tickets helps your business to ensure that customers issues are getting solved in time, tightly integrated with WhatsApp & SMS

Notes

Take important notes and save against each customer, add media files etc

Attributes

Attributes are one of the main feature of Social CRM which allows you to create Custom Data Fields like Date of Birth, Next Billing Cycle, Gender, Location or save any data.

Getting Started With Social CRM

You can access Social CRM from the left side menu of the web console – Social CRM and it has 3 sub menu’s

  1. Subscribers

  2. Settings

  3. Tickets

Subscribers

Under this menu all the subscribers and their conversations are listed. A Subscriber means any persons who sends an SMS , WhatsApp or Missed call to your configured channel. You can segregate subscribers by creating Categories & Sub Categories and can also apply different tags for them.

Currently we dont have any module to add / import subscribers manually into the Social CRM, we are considering this in our future updates

crm-subscribers-list

Settings

In the settings section you can create “Attributes” , Auto Subscription of Categories& Tags etc

Tickets

Tickets allows you to manage and track your customers issues add followups, reminders , more details about Tickets can explore from here