B2B SaaSBrowser callingAutomationsAutomated invoicing
Fusionit
A CRM that imports contacts from many sources, turns customers into jobs and automates emails, browser calls, invoices, payments and fees.
ClientFusionit
LocationCzechia
IndustryB2B SaaS
Duration6 months
Client
The client is a business that needed contact management, customer creation and job flow automation.
Business needs
- Import contacts from different sources
- Streamline customer creation and conversion to jobs
- Automations
- Calling from the browser
- A job flow with automated invoices, payment registration and fee calculation
- Customizable email templates
Our solution
gHost Services built a central platform that imports contacts from multiple sources. Customers move through a pipeline and become jobs as orders are placed. Automations send emails and create new jobs based on set criteria, and browser calls are routed automatically to the right salesperson. Invoices, payment registration and fee calculation are automated, and emails use customizable templates.
Challenges
- Syncing contact imports from diverse sources
- Robust automations
- Reliable, secure browser calling
- Complex job flow logic and calculations
Results
Comprehensive contact management and job flow automation
Higher productivity
Time saved on routine work
Technologies
Node.js
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