Contact a Customer

Contact a customer

OctopusPro can help your company enhance its growth and improve its customer interactions. The office staff can contact a customer regarding an INQ/EST/BOK/INV/CMP at any time. There are a number of ways to contact a customer, depending on the method of communication you wish to use and what the topic is about. To do this:

  1. Go to “Customers”
  2. Select “All Customers” this will show you an overview of all customers sorted by recently added.
  3. On the overview of the customer, you wish to contact, move the mouse pointer on the customer’s name pop-up window will appear so you can click one of the blue contact icons.

 You can easily get in touch with contact directly through :

  • Email icon: A popup window will appear to start writing an email.
  • Call button: you can select a regular call or a VoIP call to make a phone call to the customer.
  • The Chat button is to engage with the customers through posting comments and it’s possible to upload files.
  • SMS: you can easily send a message or insert an image to the customers. 

OctopusPro offers you the choice to buy a Twilio number so that all your fieldworkers and customers can communicate using your Twilio company number to learn more about the setup phone system feature click here 

Alternatively,
  1. Go to the “Customer Details” page by searching for a customer or clicking on a customer’s name to view their profile.
  2. Move the mouse pointer on the customer’s name pop-up window will appear so you can click one of the blue contact icons.

OR

  1. Click “Email” at the top right of the customer details page
  2. Select send “ Email” or “SMS
  3. Press “Send”

OR

Go to any of the INQ/EST/BOK/INV/CMP overviews and Move the mouse pointer on the customer’s name pop-up window will appear so you can click one of the contact icons below the customer’s name.

Scroll to top