CRM

IXO Commerce contains a powerful inbuilt CRM to keep processes on track.

 

Tasks can be added to Orders and Quotes, as well as a variety of other elements. These can then be categorised, diarised and actioned or assigned to individual users.

 

Feature Benefits:

  • Build and manage workflows
     
  • Track task completion rates
     
  • Attach images, emails and PDFs to notes
     
  • Highlight overdue tasks
     
  • Reassign tasks to cover staff absence

 

Contact us about this feature

< Return to Selling Tools

The system is easy to use and works great with the complexities of furniture, which was a big factor for us in choosing a new system.

Michael Perrett, Roomes Furniture

Get in Touch