Smarter Client & Sales Management for Agencies
Agency Operations Made Simple
Streamline client management, contract control, and service customization all in one place.
Centralized Client Profiles
You can manage all your information, including customer contacts, contract history, and notes, in one profile. Collaboration between teams becomes easier and history-based communication becomes possible.
성과 대시보드
Agencies can easily create and manage service contracts with their clients. Contract details such as contract start date, duration, and conditions can be recorded, and the status can be tracked in real time, strengthening the connection between sales and operations.
Plan Management
Agencies can create and modify customized rate plans or service plans for each client.
Efficiently manage plans linked to contracts and flexibly respond to diverse client needs.
Permission-Based Access & Team Collaboration
Role-based permissions allow you to restrict or allow access to customer information and features for each employee. This is especially useful in agency structures where assigning account contacts and security is important.
Client-Driven Account Linking
This is a function that allows you to connect without directly receiving the customer's SNS account information. If the connection to the customer's account is limited due to issues such as the customer's security or two-step authentication of the account, you can request the user to connect directly.
소셜 미디어 포스팅을 완전히 새로운 차원으로 끌어올려보세요!
Sales Enablement at a Glance
Visualize performance, track leads, and close deals faster with dedicated tools.
Lead & Pipeline Management
A pipeline tool that lets you track the entire process from prospect to contract. You can check the status of your leads and devise strategies to increase sales conversion rates.
Sales Performance Dashboard
This is a sales dashboard that allows you to visually check the contract progress, lead status, and monthly performance. It increases the efficiency of sales activities and enables strategic responses based on priorities.
Sales Material Library
We provide a central library where you can upload and share various sales materials such as proposals, portfolios, service introductions, and promotional videos. Team members can quickly find and utilize the materials they need, increasing sales productivity.
Sell Smarter, Anywhere!
Sales teams can access everything they need from lead generation to contract management all in one powerful tablet app, designed for real-time action and field efficiency.
- Generate leads and manage contracts anytime, anywhere
- Streamlined sales activity management via iOS tablet app
- Competitive Interest Rates
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