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Requests, jobs and tasks in one place

Calls that need follow-up become cards on a board whose stages match your work: enquiries, jobs, repairs, cases or events.

A job board for a home services company
A job board for a home services company.
An enquiries board for a law firm
New enquiries for a law firm, ready to be assigned.

What you get

  • Each request has the caller and the details of what they need.
  • Move cards along the stages as the work progresses.
  • Team tasks and a daily plan keep follow-ups from being forgotten.
  • Urgent requests are marked so they stand out.

How it works

  1. The agent saves a request when a call needs a person.
  2. You or your team pick it up and move it along.
  3. Finish it and keep the history on the client card.

More from Fonitix

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