Enquiries stop getting lost between emails and messages and become quotes and orders on the client’s record.
The brief starts in a conversation and stays on the client’s record.
Your services, quotes and orders on the same client record.
What repeats is automated, and what needs judgement the AI proposes.
What gets asked before deciding.
Yes, and more: contacts, companies, pipeline, tasks, conversations and calendar, connected to the service catalogue, quotes and orders in Operations.
No. This page is about running your own agency in Komplian. The referral and resale programme is on the Partners page.
Every module writes the same record.
