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.
Communicate securely and confidentially with colleagues and business contacts.
Cloud storage of all messages and shared media files ensure clutter-free operation and a complete communications log on each deal.
Chat negotiations are linked to your business data and follow your business processes.
Advanced workflows support your business processes in CRM, Sales Automation, Sales Order Processing, Procurement, Purchase Order Processing and Warehouse Management.
Advance a deal through your business processes and never loose track of the underlying negotiation.
Seamless synchronization with your online accounting system ensures one system of record for all your customers and suppliers, a shared contact book and access to account information, balances and invoices on the road.
Invoices are sent to your accounting system for processing and posting thereby keeping your books up to date. Integrated workflows extend the functionality of your online accounting system.
New business from your website is channeled directly to your business workflows and chat communication.
Employees are assigned automatically and can instantly begin to communicate with your new contacts and collaborate on new opportunities.
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.
Shared Contacts Book
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.