Customer Management
CRM
Last Updated: June 5, 2025The CRM (Customer Relationship Management) Menu provides functions to effectively manage customer relationships and track contracts and sales performance for marketing agencies. It consists of the following detailed menus: Leads Clients Contracts Sales Dashboard Plans Brochures
Leads
Last Updated: June 5, 2025The Leads Menu allows you to register newly acquired customer information or manage potential customers who have not yet signed a contract. It supports efficient management by recording contact information, progress status, owned businesses, etc. Note In LikeIT Social, a Lead refers to a customer who has not signed a valid contract. Learn about valid...
Clients
Last Updated: June 5, 2025The Client’s Menu allows you to manage information for existing customers who have signed contracts. Note In LikeIT Social, a Client refers to a customer who has at least one valid contract. Learn about valid contracts Guide List You can check the Client list as shown in the picture below. We provide filter and sort...
Contracts
Last Updated: June 5, 2025The Contracts Menu in LikeIT Social provides agencies with the ability to create and manage service agreements with agencies’ clients. Each contract includes information such as the scope of services, contract period, supported social media platforms, and assigned staff. Preparation for Use Please check the following table of contents and the content for each item....
Sales Dashboard
Last Updated: June 5, 2025The Sales Dashboard Menu is a dashboard optimized for the sales team to view contract progress and lead status at a glance, and manage performance. This page is composed of a total of 3 sections. 1. Sales Insight Function: A graph visualizing the number of contracts closed by the team during the selected period. Usage:...
Plans
Last Updated: May 28, 2025The Plans Menu is a preset function that allows you to create and modify Plans required for contracts, and pre-set SNS channels, service features, usage limits, etc. to provide to users. You can manage the range of features and conditions each Plan includes, and show them to customers to recommend customized Plans. Guide List You...
Brochures
Last Updated: June 5, 2025The Brochures Menu is a space where you can upload and manage various materials (proposals, portfolios, introductory videos, etc.) that can be used in sales. Uploaded materials can be viewed and downloaded. Preparation for Use supported File Formats Guide List You can check the Brochure list as shown in the figure below. We provide filter...
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