Keep In Touch

Struggling to keep track of customer engagement? You can experience seamless customer engagement management with our “Keep In Touch” plugin.

Never miss out on a follow-up:

• Effortlessly manage your interactions by customizing the frequency of check-ins with your targeted prospects, leads, or contacts.
• Tailor your outreach strategy with precision by setting individual Keep In Touch Rules for each contact.
• You can set up as many configurations for calls, meetings, and tasks as you want for your contacts at any frequency (daily, weekly, monthly) of your choice.
• Recognizing the uniqueness of each customer relationship, our flexible KIT plugin approach ensures that the timing aligns perfectly—it allows you to choose shorter intervals for some contacts and longer intervals for others, ensuring a personalized and effective approach for each contact.
• You can set up multiple KIT rules for the same contact. Once the scheduled KIT activity is completed, the system will automatically generate another KIT activity with a configured interval, ensuring a continuous and streamlined engagement process.

Features:

• Flexible Contact Scheduling Configuration Rules
• Personalized KIT Rules for contacts (Clients and Leads)
• Never miss one-time or recurring task/call/meeting schedules with your contacts.
• Increased Transparency and Auditing: KIT provides a clear overview of all customer/lead contacts and activities.
• Enhanced Productivity: By crafting personalized contact plans and utilizing KIT rules, you can streamline customer interactions, boosting overall productivity.

This plugin is aimed at increasing your team’s productivity and providing insight into customer/lead engagements and outreach activities.

Installation: The included documentation will help you upload and activate the plugin inside iTech CRM.