Perfect Uses for Knack: Customer Relationship Management

11/13/2018 Posted by Ranasha

The relationship you build with your customers can be your most important asset! Investing in a high-quality Call Management or Customer Relationship Management (CRM) tool is vitally important for businesses. With the right tool, you can free up the time to focus on what matters – creating a great experience for your customers while growing your business.

How can Knack help?

Knack has powerful features that can help streamline customer management when it comes to collecting, organizing and sharing customer data within your organization.

  • Interaction Tracking – Keep track of conversations and any follow-up action items with Records and Calendars
  • Security and Permissions – Allow specific users to access needed information with User Roles and Permissions
  • Approvals and Workflow – Move customers through a sales pipeline or require a review before approval
  • Connect with External applications – Integrate with other applications using our API or Zapier

Track Communication History

Keep a history of the conversations you have with your customers to ensure the relationship is always up-to-date!Contact Management

Manage Customer Lifecycle

Whether a new customer, supplier or lead, you can create a workflow in Knack to track the customer through the lifecycle!


Who uses it?

Shalley & Murray Law Firm

Shalley and Murray were able to build a simple yet powerful system to make call management easy which enabled them to move away from the spreadsheet madness.

Read their full story here


See it in Action!

Check out what’s possible with Knack:

If you have any questions on how to manage your event with Knack feel free to reach out to