All customer data in one place
As well as your customer service requests, the centralization of records allows you to manage
confidential information:
- • Contact information
- • Customer relations
- • Product list
- • Requests for services and follow-up activities
- • Personal records
- • Your notes folder
High efficiency
You can access various applications that greatly improve your daily tasks. This saves a considerable
amount of time for each saved action.
- • Sending by email
- • Registration adviser's codes
- • Relationship management
- • Simplified and accelerated form search
- • The automated classification of records through scan-codes
Accompaniment
When performing any step, iGeny PRO quickly suggests options that save you time and can protect you
during risky actions.
- • Form suggestions depend on the client's file
- • Messages and reviews of actions that may be critical
- • Support the management of service requests
- • Creating supervised and structured activities to prevent errors and omissions
