One history per customer
Their emails, chats and notes sit together, so whoever picks up sees what came before.
MGMaría GarcíaAtelier CoRecord created
- maria@atelier.co
- Phone
- +34 612 48 90 21
- Wants
- A Thursday appointment
Outlook
Your Outlook, inside the CRM
Connect your Microsoft 365 mailbox and every email sits on the record of the person who sent it.
9:41
Inbox
Service for six vans
Reply
Quote sentFrom your Outlook
Record createdPau Roig · Email
Send from your address
Replies go through Microsoft 365, from you and with your signature.
Re: Order delivery
You · hello@atelier.co · To Clara Vidal
Hi Clara. Your order leaves the warehouse tomorrow. I will send you the tracking as soon as we have it.
Sent from your mailbox
Follow-ups on a schedule
Flows send the email from your mailbox and tell you whether it was delivered.
Questions
What teams ask before connecting a channel.
Connect the Microsoft 365 account that receives your customers' mail. Komplian reads the incoming mail of that mailbox, with no folder filter.
Not in the same workspace. Each workspace connects one mailbox, so connect each one to a different workspace.
No. It connects Microsoft 365 and Outlook.com mailboxes, not an on-premise Exchange server.
One system, every module.
Each card is a part of Komplian. Open the deck.
Smart InboxWhatsApp, Instagram, email and web chat in one inboxSee moduleAI AgentIt answers from your own knowledge, in any languageSee moduleContactsOne record per customer, and every opportunitySee moduleCalendarMeetings the agent books within your hoursSee moduleFlowsFollow-ups and reminders that run on their ownSee moduleFormsForms that file the record and invite a reviewSee moduleSalesQuotes, orders and delivery notesSee modulePurchasesPurchase orders, receipts and suppliersSee moduleInventoryCatalogue, stock and its movementsSee module
