CRM
Deals, clients, conversations, bookings, tasks and documents in WazzaBee CRM
Разделы
Getting started
How to open WazzaBee CRM from the dashboard, choose a niche, how the trial and subscription work, the menu, quick search, appearance and working from a phone.
Deals and pipelines
The deals board, the deal card, payments and lost deals, several pipelines, stages and importing deals from a file
Chats
Client conversations from all lines, team chat, WhatsApp templates and the 24-hour window
Clients
The client list with segments and search, the client card with all deals, business type fields, importing clients from Excel and CSV, exporting the client base.
Bookings with specialists
Client booking calendar: specialists, services, free time, visit statuses, rescheduling and reminders.
Tasks
Tasks by due date, quick add, linking to a deal, checklists, deals without tasks, tasks from robots and from payments.
Documents
Invoices, contracts and completion acts for deals: numbering, statuses, sending to the client, marking payment and the link with the deal.
Calls
Call log and report, call recordings, calls in a deal and the CRM call widget
Analytics
Home with a daily summary and reports: revenue, lead sources, lost reasons, funnel, managers and specialist workload.
Robots
Rules that set tasks, message clients, notify the team and move deals along the pipeline on their own
Knowledge base
Sales scripts, ready-made replies to clients, guidelines, services and prices for the whole team
AI Office
AI employees in the CRM: hiring and setting up bees, knowledge, auto-replies, handing chats to a manager, honey, analytics and Director reports
CRM settings
Business type and custom fields, pipelines, general settings, team and permissions, channels and sending sales to Meta, integrations, storage and data transfer.