Platoo-Contact

Platoo-Contact is a handy tool designed for planning and registering communication events. With this software, you can easily keep track of all your important interactions. It saves details about each event, including the customer involved, the date and time, and the type of event—like a phone call or an in-person visit.

Features of Platoo-Contact

This software doesn't just stop at simple events. It also handles larger communication tasks that involve multiple customers at once, like sending out mass offers to selected groups. Plus, it allows many users to work together across a computer network.

User Management

An administrator is assigned to manage the program and its database. This person can add new users from among existing agents—these could be employees from your company.

User Access Levels

The agents using Platoo-Contact are considered users of the program. Each user gets access through a password, with specific permissions based on their level. For example, sales agents might have different rights than an administrator or sales manager who has more access.

Customer Interactions

The users mainly work with the company’s customers but may also interact with suppliers or others that the company communicates with regularly. Each agent can specify their own customers, and it’s possible for several agents to work with the same customer.

Managing Customer Contacts

Customers often have multiple contact persons. The system allows you to create various reports on both planned events and past interactions, which is super helpful for tracking everything.

Additional Tools

Platoo-Contact also includes tools to store essential product information related to each customer. You can create a list of documents tied to customer data and explore different ways to group your customers based on your needs.

If you're interested in trying it out, you can download Platoo-Contact here!