CRMHelpDesk Use Cases

Use Case: Sales, Support & Project Workflow

Sales Inquiry

When a visitor fills out a sales inquiry form on your site, CRMHelpDesk records the information as a CRM entry. CRMHelpDesk also creates a new task with an assignee and emails team members and managers of the inquiry. CRMHelpDesk is also excellent for keeping track of all the email conversations that happen afterward.

Visitor fills in a sales form

CRM entry

Communicate with the user through CRMHelpDesk or by replying to the email notification sent by CRMHelpDesk.

Support

If your customer needs further support with your project or product, they can fill out the Support Form to notify your support team so they can respond as soon as possible. CRMHelpDesk can track all conversations about the problem, assign a support task to a team member, and allow all involved parties to monitor the communications and resolve the issue.

Project Workflow

For small businesses, CRMHelpDesk email tracking and workflow features offer a straightforward and effective solution for project management.

Your Project Manager can fill out the Project Form with details such as your customer's project manager, important dates, and attached needed files. CRMHelpDesk can track all conversations about the project, assign a task to a team member, and allow all involved parties to monitor the communications.

1. Fill out the details for the project.

2. Turn the contact status from Lead to Customer and add more information if there is any.

3. Create a company in Jetpack CRM and assign the contact related under the company. You will have a better vision on your customer's company hierarchy.

Single Form For Level 1 Subscription

All form templates and CRM features mentioned above are available to customers that purchased Level 2 subscription. Do not worry if you are purchasing Level 1 subscription to try out our CRMHelpDesk. You can still use the default task form for your business.