Unmatched Flexibility to Customized Forms & Workflows
Are you tired of CRMs that force you to fit your unique processes into their rigid molds? With YOCOYA Flexi, you take Control of Your Customer Relationships with Effortless Customization.
Customize Fields & Intuitive Workflow Builder
Capture the data that matters most to your business, with the freedom to add, remove, and modify fields to reflect your specific needs. No more generic information silos!
Multiple Use Cases Across Industries
Sales Lead Management
- Design Custom Stages & Workflows
- Configure Tasks & Reminders
- Conditional Routing & Escalation
- Segmentation & Targeting
- Reporting & Analytics
Audits & Monitoring
- Quality Assurance Audits
- CSAT Surveys
- Financial Audits
- Inventory Audits
- Field Agency Audits
- Employee Surveys
Integrated with
Omni-Channel Communication App
Call customer with 1-Click from 360° Customer Profile on YOCOYA Flexi. Send SMS & Email. Customized WhatsApp messages in Hindi, English or any regional language.
Automated Follow-ups and Alerts
Get alerts and notifications on events such a broken Promise-to-Pay (PTP) or scheduled follow up calls.
100% Recording of all Call Interactions
All outbound and incoming calls for tele-calling team and Sales Team can be recorded, if required.
Monitor User Performance
Get complete visibility of call center & field agent activities on YOCOYA Flexi Dashboard. Track LIVE Status of Payment Collection process.
