LEDAJE WELLNESS

The main task for LeDaje was to synchronize and optimize processes between the office and the Sales department

To solve these problems, a Phone system with SMS and Acuity Scheduling integration was set up, which improved booking management and customer data tracking. As a result, the following process was configured:

• Telephony and SMS: The caller receives a link for self-booking an appointment through Acuity Scheduling. A customer card with the status is automatically created in the CRM system, which is synchronized with the results of the service.
• Booking management via CRM: All information from Acuity is synchronized with CRM, updating the client's status after each meeting. This improved the transparency of processes and made it easy to manage customer relationships for both the office and the sales department.
• SMS, email and click2call: The ability to send messages directly from the customer's card to CRM, support for recording conversations and managing calls, all this has increased the effectiveness of communication and control.

After the integration, appointment management became simpler and more automated, which increased transparency and reduced the likelihood of errors in organizing meetings and sales.
Additional implementations of telephony, SMS and email automation helped the company to synchronize and simplify processes