Everything that can run by itself
Click an area and see everything that runs by itself there. You don't have to do it all at once — most businesses start with the work that comes back most often.
Phone
The phone is answered on the first ring, outside office hours too and when everyone is busy. Whatever is agreed goes straight into the system, not onto a sticky note.
- Answering outside opening hours and at peak times
- Scheduling, moving and confirming appointments
- Giving status updates: where's my request, order or file
- Transferring calls with the context of what's already been said
- Logging and following up on callback requests
- Call notes filed automatically in the right record
