With haeppie, sales teams can create individual sales spaces for their customers and share sales content, task lists and messages with just one link. haeppie Spaces are the centre for the entire sales process and the interface between sales people and customers. This way, providers avoid back-and-forth emails in the sales process and create a unique sales experience for their customers that inspires them.
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Most of our client communication happened via email, slack and g'chat until I found Aligned. Conversations were easily lost, both parties lost track of important tasks and, most importantly, it was just too much email to keep track of. Now we handle onboarding and ongoing client management in Aligned. Each customer has their own space, which we create from a template. The analytics is great and really helps us see in between calls.
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