Effortless Sales CRM and Order Management for Your Company
- Bamboo Team
Your company’s sales reps are always on the go, making it difficult for them to jot down everything on a notepad and then type up their notes later to email the team.
With Bamboo Sales CRM, your sales reps can quickly log in, navigate to the client, and enter notes from meetings or general updates. Team members can then access these updates, even if the sales rep is out sick.
Additionally, account notes will be visible at the bottom of every order associated with the account and client. This ensures that the entire team, including the processing team, is aware of any special considerations for the client. Clients can also add notes when checking out their orders.
Bamboo is here to help you achieve maximum efficiency in sales CRM and order management. With Bamboo, all your team members receive timely notifications and updates, ensuring everyone stays on the same page.