Multiple chat conversations with the same participants.
You and other participants can invite employees from own companies to a chat conversation.
Contacts are invited to download and use the app via automated e-mail.
Chat messages contain text, images, video, audio, pdf-files and business documents from workflow.
Receive new chats as a company or department and auto-delegate to employees.
Interactive chat allows users access to self-service, like accepting a quote at the click of a button.
Chats are merged with your business data.
Business documents like quotes, confirmations and invoices can be published to chat conversations.
Chat conversations are started from the app, your website and other systems like your web shop.
Send and receive documents and images. Receive invoices in the chat and save and print them. You can also discuss received invoices in the chat. All documents are stored by Includit and becomes part of the company records.
Your employee share information on accounts and contact. The Contact Book enable you to locate a visiting address and start a new chat, phone call or text message. You can send contacts e-mail invitations to join Includit with a single click. You can edit and create new accounts and contacts in Includit.
Using the Includit Manager website you can easily generate HTML snippets which can be pasted into you own website as contact forms. This directs traffic from your website, landing pages, etc. into the workflow and chat.
The CRM workflow allows you to manage Leads, Prospects and Customers, and create unlimited Opportunities. You can create Leads in the app or accept Web Leads coming from your website (see Website Integration). You can also assign an account manager and engage in chat conversations.
Tap into the power of Includit’s business workflows with more than 25 business entities covering Sales, Purchase and Inventory. Includit workflows enables you to manage accounts, assign employees to accounts and other data and drive your business forward.
You can manage an unlimited number of accounts, contacts, products, master/details (e.g. Quotes, Sales Orders, Purchase Orders), etc. and unlimited documents and images in Includit.