Eleven videos recorded on real data, one per module. Watch them in order like a presentation, or jump straight to what interests you.
Who we are and what Coyote CRM is: the platform, the dedicated instance for each company and the modules you activate as needed.
An overview of every module: records, activities, e-mail, WhatsApp, phone system, documents, case files and the mobile area.
Companies and contacts with two-way relationships, custom fields, phased activities and a shared calendar.
Shared mailboxes with ownership, templates with variables, campaigns with pauses, and open and click tracking.
Shared company numbers, templates, campaigns with anti-ban pauses, delivery and read ticks.
The customer record opens with the call, a log of every phone call, recordings and transcripts with a summary.
Templates with sections and an item table, revisions, cover pages and sending the document to the customer.
Case files, jobs and work progress reports, with documents and activities attached at the right level.
Booking shared resources on a calendar, with clashes flagged.
Holiday and leave requests with approval, and staff availability visible to whoever assigns the work.
Synchronisation with the company ERP: aligned records, customer codes and purchase history in the customer file.
The videos tell you about the product; a live demo shows it on your data and answers your questions.