Art Vision CRM & AI Customer Service
About this project
Customer management for a creative agency: every lead with its status, service, contact and meeting dates and notes; search and filters; client projects with payments, deadlines and progress; and an AI chat assistant that answers clients, saves their details and hands over to a person.
Key features
- Lead cards with statuses: new from the AI chat, waiting, pending, follow-up, meeting, not interested, approved
- Search and filters by status, contact date and meeting date
- Client projects with payments, deadlines, progress by department and PDF export
- AI chat for clients with a help center: Google Meet, WhatsApp, call, email or talk to a person
- System and AI settings: contact details, AI instructions and welcome messages
- Live chat, missed requests, a change log, a recycle bin, and users and roles
Related services
- CRM development
Customers, leads, deals and follow-ups in one place, built around the way your team sells.
- Custom software development
Web applications, dashboards, internal tools and mobile apps built around your workflow.
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