It keeps your CRM clean
Text thread to CRM notes
Long text conversations with clients turn into clean notes on the right contact.
Fictional example.
What you send
A screenshot of a text thread.
What Queva does
Pulls out what the client wants, dates you promised, and anything to follow up on, and saves it to their record.
What you get
Clean notes in your CRM and tasks for anything you promised.
More you can ask
- Save the last 5 screenshots I sent to the right people.
- What did I promise Rita last week?
- Make a task for anything with a date.
Works with
Some of these need an app connection set up first. See how Queva connects.