Knowing who is in the office and which room is free sounds like a detail, until you lose half an hour finding out. Two small modules that remove a surprising number of internal messages.
Holiday and leave requests with approval, and each person's availability visible to whoever has to assign them work.
Meeting rooms, company cars, equipment: booked on the calendar, with clashes flagged.
The booking appears in the calendar alongside the activities: one view, not two.
A video from the Coyote CRM demo series, recorded on real data.
Offices with shared resources and staff on the move, where “is the room free?” comes up every single day.
No, a browser is enough, including the one on your phone. The CRM mobile area — added to the home screen, where it behaves like an app — includes resource booking among other things.
A customer record is not a list of names: it is where you understand, in ten seconds, who that customer is, who speaks …
Real work is never one single task: it is a job that passes through different people, with different timings. Coyote CR…
Writing to a customer and then losing track of that message is the easiest way to lose the relationship. Here e-mail li…
Customers write on WhatsApp, there is no arguing with that. The point is that those conversations should not stay on on…
The phone rings and you already know who it is, what they asked last time and what jobs are open. That is what the Clou…
The quote is the document that decides a deal, and too often it starts life as a file copied from the last customer — s…
Work that lasts months does not fit into one task. The file gathers the jobs, the jobs their progress reports, and ever…
A badly filed document is a lost document. Coyote CRM ties it to a record or a job, gives it a type, a validity and an …
Your business software knows how much a customer has bought; the CRM knows what we have told them. Apart, each is only …
People working away from the office do not open a laptop to log a visit. The Coyote CRM mobile area runs in the phone's…
Half an hour of demonstration, with your own company records and documents. No commitment.