Turn Leads into Clients in one easy step!
In this tutorial, we’ll show you how to enter a lead into the system, then easily convert it to a client with the click of a button.
CRM – Convert Leads to Clients
CRM – Enter Calls
Easily keep track of Calls!
In this tutorial, we show you how to enter a call in the CRM once you receive it.
Once the call has been entered, you can then simply convert it to a lead or client.
CRM - Calls
Service Requests
Keep up to date with clients!
In this tutorial, you can see how to receive service requests from your clients 24/7 via the iBot Client App. With the iBot Client app, your clients have access to multiple features to keep them up to date.
Service Requests
Service History
Easily View Service History for all Clients!
Service iBot makes it easy to view service history to help your company answer questions, upsell, and forecast more efficiently.
From the Client Panel Dashboard, you may click on Service History or Transaction History. These options will allow you to view any service performed, or any transaction made.
Service History
Add a Client
Easily add clients
Click “+” at top of the page, then drop-down to “New Client” to:
- Create/Add a new client
- Enter info and more…