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
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Everyone is super helpful all the time, always helping us understand what we need to do and what we are asking you to do.
Natalie Lewis, Washware Essentials
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