Exchanges with clients are split into three categories:
Conversations: An overview of all sales conversations with existing clients and prospects, displayed in a timeline view.
To initiate conversations with your client:
Click on 'Compose Email'
Add an email subject, and format the email with our rich text editor. Once you're done, hit 'Send'.
💡SuperTip: Set up an email signature with links to your website and social handles. You can do this under Admin > Profile Settings.
Documents: Documents and other files that you have exchanged with your clients can be accessed here.
Invoices: A repository of all the invoices you've sent to your clients.
Contracts: The client's active contract with your MSP will be displayed here. (Click this guide on managing your contract to learn how you can build your contract out from scratch.)
Sites: Lists out all the sites that the client is based out of. You'll be able to see information about each of their sites and each site will have agent files that are to be deployed on assets in the corresponding site.
Requesters: All members of the client's organization are added as requesters on this page. These are the people you'll get requests from and your main points of communication with the client.
Documents: Any documents relevant to the client will be stored here. Think quotes, payment confirmation receipts, signed contracts, etc.
Assets: All the assets you manage for this client will be visible here. It's an easy way to jump into the client's assets and troubleshoot if there's ever a conversation that mentions asset trouble.
IT Documentation: Any documentation that's connected to the client's assets in the form of IT documents is displayed here. Any peripheral information you need to access about a client's machine is always just a couple of clicks away.
With SuperOps.ai’s client management module, you have an organized 360-degree view of all information connected to the client on a single page.