Customisable Contact Card
Contact Card
The Customisable Contact Card is always ready on the right side of the chat. Update your customer’s information within the chat window. It’s as simple as copy and paste during your conversations.
The Customisable Contact Card is always ready on the right side of the chat. Update your customer’s information within the chat window. It’s as simple as copy and paste during your conversations.
That means you don’t need to go anywhere but click the customer’s conversation to see the history of the chat and what you need to do to close that deal.
Coax has a built-in Customisable Contact Card to help you keep track of the information you need, assign a teammate to any conversation, keep track of files and make notes.
Features
Record personal information
Set custom category to organise to suit your business
Shared media & files to access any time
Tasks can be set for team delegation
Notes allow team members to communicate easily
Within the chat with your customers and clients. It's a powerful tool for your business.
Free 14 day trial or a personal demo to see it for yourself.
