CRM setup

Asterisk telephony setup and CRM sales funnels configuration

Client info

GARAGE 365 is a car service center established in 2005. The company provides services for private and commercial vehicles in Moscow, Russia.

Key features

CRM

Telephony

Tasks

Implemented services

Integration with telephony
Administration
Integration with external systems

Screenshots

Case details

Task

The task was to configure the CRM system to work with clients who contacted the company about their car service and dry cleaning. Asterisk telephony was also required. 

What we did: 

1. We set up theleads creation when filling out a purchase formon the company's website through Jivo (online consultant service).

2. We set up automation rules that assign responsible employees depending on the type of work needed to be done and the selected service.

3. We set up a CRM sales funnel for the car service and car wash with the ability to book the following resources:

  • boxes (wash rooms);

  • time;

  • employees.

4. We made an integration with SMS service and configured the automation that sends an SMS to the client to remind and tell them the date, time and address of their appointment.

5. We connected Asterisk IP telephony and set up call routes for the client.

6. We set up call tracking with the function to display statistics. Thanks to this, the customer receives information about the communication channel the client came from. This helps understand the relevance of advertising on a particular service and evaluate the effectiveness of different advertising channels.