What activities are recorded in the CRM?

Annotations

These are all the comments that a salesperson makes to remember that he/she spoke with the prospect, such as: needs, offers, particular situations, etcetera.

Calls

These are the telephone conversations made to each prospect or customer. For the activity to be recognized as a call, it must be dialed from the Upnify® mobile application or call dialing must be activated through a SoftPhone on an IP switch.

Emails

Emails are the emails sent to the contact from Upnify CRM. Each email is stored as part of the follow-up. To send an email simply click on any email address.

SMS

Upnify allows you to send SMS messages to your contacts from within the application and in bulk. SMS messages have an additional cost and must be contracted directly with our customer service line.

Appointments

These are all the pending appointments scheduled in the calendar that involve a contact registered in Upnify

Reminders

These are all reminders generated by a user for a certain contact. For example: send quote or review financing. All reminders have an associated date and time.

Visits

These are all the visits that are made to the customer's or prospect's home. For an activity to be marked with this type, it must be done through the mobile application, so that it can be geolocated.

Tasks

These are all the tasks associated with a prospect and that are assigned to another executive. Example: make an inspection visit. Tasks have associated date, time and responsible executive.

Quotation

These are all the quotation documents made through Upnify® and that are based on a Microsoft© Word or Excel format. In order to be counted, they must contain a FOLIO.

WhatsApps

These are the WhatsApps sent to the contact from the web or application. The first WhatsApp® is stored as part of the follow-up. To send a WhatsApp® simply click on the contact's mobile number.