Consultation processes

Consultation processes

Provide competent and accurate advisory services to clients using the out-of-the-box consultation processes. Choose the right process depending on the client's goals and preferences to get the most out of your communication.
Consultation processes

Product selection

Offer only those products and services that clients are most likely to buy. The system enables product searches across various parameters and features, ensuring that clients are offered the most suitable options.

Request processing

Automate your client request processing to ensure high quality service. Track request statuses and deadlines, and monitor feedback to optimize service processes.