The studio’s own CRM. The head of sales sees everything, a manager sees only their own companies and deals. It holds working data, so I can’t show its screens.
Companies and deals
A company can have several deals with shared contacts and one owner. Handing a company over moves all of its deals and goes into the history.
Keeping data safe
Amounts are stored in kopecks, with no fractional numbers. Every card has a version: if two people edit the same card, the second one cannot save over the first one’s changes.
Reminders
The bot sends each employee a call plan for the day at 09:00 and a reminder 30 minutes before every call. After a restart no message is sent twice.
Velune →