Activity is a huge leap forward for your customer service.
Do more with your customers — with Vinlivt, you have all sales-relevant customer activities at a glance. The Activity timeline shows you exactly when a customer uploads documents, signs contracts, reads messages, or makes new inquiries. This allows you to react faster, follow up specifically and make your advice even more efficient.
activities
Curating events from the app become contact impulses for your advice.
Real insights into customer life.
Your sales department will be more efficient. Activity recognition supports everyday consulting and massively increases your touchpoints.
21.06.23
17/06/23
02.05.23
Jenny Walter Has a document on #Private liability insurance uploaded.
private liability insurance
Address (changed)
Allianz private liability insurance
Allianz life insurance
Screenshot docu... png
PNG • 677.0 KB
Screenshot docu... png
PNG • 677.0 KB
Jenny Walter Has her address in #Kundendaten changed.
Customer data changed
Address (changed)
Schlüsselweg 2
Heimweg 67
Name (changed)
Jenny Walter
Jenny Hollerbach
Phone number (changed)
0177/7786242
0160/635342423
Jenny Walter Has the contract #Rechtsschutzversicherung added.
372.10€
Yearly
legal protection insurance
ARAG
372.10€
Yearly
For all changes:
Categories so you can keep track of things.
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treaties
fortunes
pulses
personal
mandates
uploads
damages
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