What happens when all your customer data lives inside your CRM?
Your team has to keep jumping between conversations and the CRM to track down and view account information, order history and anything else that's relevant to the conversation.
But what if it all showed right there inside the conversation?
Unobox tells your CRM who you're speaking to and then pulls whatever info you need to handle the conversation. Things like their username, account level, order history, age or anything else that might be relevant.
They can also contain contextual shortcuts to other platforms to speed things up. Like a link to contact's profile on your CRM or a booking platform with the customer's details already set.
Summary
- Save time by not needing to search your CRM for relevant customer information.
- Improve customer service with the help of contextual information.
- One less thing to worry about.
