Brief

Omni Channel CRM for companies of all sizes across industry verticals.

Manage sales as well as support processes on the same application.

Automate processes for scalable and efficient operations

Overview

CircleOne has been built to manage the entire customer lifecycle. Typically businesses - small and large manage customer data across multiple applications. This means the user needs to toggle between multiple applications to understand the entire context of a customer interaction. Customer data lying in siloes also means no analysis or limited access to meaningful data for the management to take any decisions.

This is exactly where CircleOne has the edge of being a CRM carved for the future. It captures the customer data across multiple channels on a single repository. This converts into actionable insights for the leadership to consume. The powerful analytical capabilities of CircleOne also helps businesses to predict the future course of action.

CircleOne with its automation capabilities like omnichannel chatbot, workflow automation, email automation ensures that the business need not keep investing in manpower to scale the business. It also ensures that business processes run round the clock in an efficient manner

Highlights

The CircleOne Advantage

Omnichannel

CircleOne is an omnichannel CRM which is built to unify customer experience across multiple channels of communication. CircleOne provides a single interface for managing customer interactions across :

• Phone
• Email
• Social Media
• Whatsapp
• Chat
• Website

Dynamic CRM

CircleOne is fully configurable CRM to manage your prospects and customers. Some prominent features of the CRM are :

• Dynamic workflow management
• Ticketing
• Campaign Management
• User Hierarchy
• Multiple routing logics
• SLA management

Artificial Intelligence

CircleOne uses AI to make your CRM smarter and improve your user productivity. AI is used to :

• Understanding customer intent
• Automate customer response through omnichannel chatbots
• Automate priority to manage SLAs

Usage

Multiple use cases across industry verticals.

Use Cases -

• Customer Support
• Campaign Management
• Client/Vendor Onboarding
• Underwriting

Support

support@bluewhirl.io

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