Track information for contacts such as clients, vendors, and others, with OASIS integration
Maintain a comprehensive and organized database of all your clients, ensuring easy access and management of client information.
Track interactions with clients, including communications, meetings, and feedback, to ensure a thorough understanding of client needs and history. Schedule follow-ups and track OASIS mission volume.
Utilize robust analytics and reporting tools to gain insights into client interactions and performance, helping to identify trends and areas for improvement.
Information here about approval workflows.