Tools
Inspection (Alerts)
The alert inspection tool allows you to consult archives containing traces of alerts sent, facilitating follow-up with customers who complain that they did not receive an alert before the arrival of an operator, for example. The tool indicates the ...
Batch Operations
This tool enables you to modify elements of several contracts simultaneously; their status, for example. To access this function, select Tools from the menu, then Batch Operations. A list of operations already carried out appears where you can see, ...
Importation
The purpose of this feature is to import information related to your clients directly into the Follosoft platform. First, you need to obtain the file template that will contain client information and their contracts.To do this, simply click on the ...
Broadcast
This function allows you to send a communication in batches to your contacts by targeting them with specific criteria. If no criteria are chosen, you will target all contracts. Here are some examples of broadcasts: Deliver the proposal to potential ...
Promotion
This feature allows you to offer a discount to customers who meet specific criteria. The Promotions tool is accessed by selecting Tools from the menu, then choosing Promotions. A list of all promotions created in the FolloSOFT application will ...
Price modification
This tool adjusts prices of services tied to contracts, avoiding the need to modify each contract individually. Note: First, migrate contracts from the previous year to the new season, and then apply a price modification. SEE the article -> Data ...