What is SalezRobot?
SalezRobot offers a comprehensive Customer Relationship Management (CRM) solution aimed at improving and automating business workflows. It integrates various communication and management tools into a single platform, including CRM functionalities, mobile applications, IVR Cloud Telephony, AI-powered chatbots, and WhatsApp Business API. The system is designed to automatically capture leads from diverse platforms, distribute them efficiently, and manage the entire sales pipeline from initial contact through to customer retention.
By leveraging automation and AI, SalezRobot helps businesses enhance productivity by eliminating repetitive tasks and providing tools for monitoring staff performance. It facilitates seamless collaboration between sales and support teams, aiming to deliver exceptional customer experiences. The platform focuses on increasing sales opportunities through automated nurturing processes, identifying cross-selling possibilities, and utilizing customer feedback via AI-based survey forms. It provides real-time reporting and analytics dashboards to offer valuable business insights and supports integrations with numerous third-party applications.
Features
- Lead Management: Automatically capture, distribute, track, and nurture leads from various sources.
- Sales Automation: Streamline sales tasks including follow-ups, quotations, customer management, and payment tracking.
- Ticket Management System: Efficiently manage customer support queries and internal tasks (IT, HR).
- AI Chatbot (R Bot): Deploy configurable chatbots for lead generation, live chat, surveys, and appointments.
- Cloud Telephony IVR (R Phone): Manage business calls professionally with features like call recording and real-time data.
- WhatsApp Business API Integration: Engage customers directly via WhatsApp for sales, support, and marketing.
- Workflow Automation: Automate business processes and customer acquisition workflows.
- Productivity Monitoring: Track staff performance and activity levels non-invasively.
- Reporting & Analytics: Access real-time dashboards, widgets, and customized reports for business insights.
- Third-Party Integrations: Connect with over 3000 applications via Zapier and Pabbly.
Use Cases
- Automating lead capture and distribution from websites, social media, and other channels.
- Streamlining the entire sales cycle from lead generation to closing deals.
- Managing customer support inquiries effectively through an integrated help desk.
- Increasing sales team efficiency with automated follow-ups and task management.
- Engaging customers proactively using WhatsApp messaging and AI chatbots.
- Monitoring and improving employee productivity and performance.
- Implementing industry-specific CRM processes (e.g., Real Estate, Education, Healthcare).
- Gaining actionable insights into sales performance and customer behavior through analytics.
- Managing inbound and outbound business calls professionally via Cloud IVR.
- Collecting customer feedback and insights using AI-powered survey forms.
FAQs
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What integrations does SalezRobot offer?
SalezRobot integrates natively with WhatsApp Business API, IVR Cloud Telephony (R Phone), and AI Chatbots (R Bot). It also supports connections with over 3000+ applications via Zapier and Pabbly. -
Is SalezRobot suitable for specific industries?
Yes, SalezRobot provides industry-specific CRM solutions tailored for Real Estate, Education, Healthcare, Travel Agencies, Banking & Financial services, Automobile dealerships, Manufacturing, SaaS businesses, and Retail. -
How does SalezRobot help increase productivity?
It increases productivity by automating repetitive sales, marketing, and support tasks, providing tools to monitor staff performance non-invasively, integrating communication channels, and offering real-time insights for better decision-making. -
Can I migrate data from my existing CRM or spreadsheets?
Yes, SalezRobot includes a migration wizard designed to easily import data from spreadsheets or other CRM systems, aiming to get you operational within 48 hours. -
What kind of customer support is available for SalezRobot?
SalezRobot offers direct support channels including WhatsApp, phone, email, and chat, primarily based in India, with a clear escalation process for issues.