We have connected all sources: email, phone, Facebook, Instagram, and WhatsApp Business. Now, we can communicate with all visitors from the CRM. Customer data, message history, and all necessary information are always available.
We created funnels for new, current, and online clients and set up automatic status updates so that employees can immediately see who they need to contact and who needs to make a payment soon.
The most time-consuming task was sending messages on Fridays— before, managers manually sent schedule information to each client. We set up a sales bot and integrated it with WhatsApp Business. Now, messages are sent automatically. Employees only need to make adjustments to the schedule if it changes. We also enabled the disabling of automation. If a message doesn't need sending, simply move the visitor's card to another column.
The second bot monitors payments and sends reminders to clients seven days and one day before the payment deadline. Automatic notifications do not come at night or early in the morning.
To gather EFC-Training clients in one place, we have implemented the Kommo CRM system. It is perfect for working with messengers and automates new requests and customer database processing.
Segmented clients and inquiries
The third bot helps new clients when employees are busy with training and cannot respond promptly. When potential visitors write to WhatsApp, the bot asks them questions and, based on their answers, sends information about the fitness center and services. EFC-Training employees can see all dialogs and join the conversation anytime.