The VoxCRM system is a comprehensive tool designed to support customer relationship management, ticket handling, and daily work organization. With intuitive tabs and tailored functionalities, users can efficiently complete tasks according to their permissions.
System Tabs and Their Functions
1. Dashboard
- Overview of daily activities and reservations.
- Preview of newly added customers and documents.
- Sales charts and price change history.
2. History
- Details of the latest user activities within the system.
- Useful for tracking activities and process control.
3. Customer Search
- Quick search for customers by phone number, email, or other criteria.
- Option to add new customers and service requests (via the "+" button).
User Interface
Page Header:
- Information about the logged-in user.
- Account settings icon – password changes and other personalization options.
- Help icon (?) – quick service requests.
- Access to the manual and best practices (info icon "i").
- Notification bell.
Best Practices for Customer Service:
- Always maintain professionalism, empathy, and patience (aligned with Vox values).
- Remember data security principles.
Tabs and Their Details
Leads
- Handling new customer inquiries from various sources.
- Dedicated to teams responsible for customer acquisition.
Tickets
- Managing customer requests, including technical and service-related issues.
- Monitoring progress.
Customers
- Database of verified customers, including lead conversions and ongoing sales clients.
Search
- Finding and preparing offers, reservations, and contracts.
Calendar
- Planning and task management.
- Industry-specific functions such as meeting purpose, priority, and location.
Reservations
- Creating and tracking reservations, including automatic expiration of overdue ones.
Contracts
- Contract details, payments, and settlements with customers.
Emails
- Registering sent and received emails, creating a full communication history.
Inbox
- Importing messages unrelated to CRM, such as emails from external clients.
Matrix
- Visual representation of the sales funnel divided into customer service stages.
Call Log
- Information on phone calls with the option to add new customers.
Documents
- Central document repository with search and preview options.
Reports
- Analysis of business performance.
Invoices
- Managing invoices and other financial documents.
Helpdesk
- Service module for handling defects and warranty claims.
Inspections
- Planning property inspections and generating reports.
Tenant Modifications
- Managing additional work and tenant agreements.
Additional Guidelines
- Follow systematic work principles – close requests in order of priority.
- Ensure accuracy and quality – avoid mistakes, verify data before finalizing.
- Maintain data confidentiality – lock your screen when leaving your workstation.
Security Rules:
- Passwords must be at least 8 characters long and unique.
- Any system configuration changes require administrator authorization.
The VoxCRM system enhances work efficiency through automation, transparency, and integration. Use it according to best practices to achieve maximum efficiency and customer satisfaction.