How to Use - ‘Contacts’

This is your all-in-one solution for managing the people and organizations your business interacts with. This helps streamline customer communication and management directly within Gmail, allowing teams to efficiently handle tickets, track customer interactions, and manage SLAs. Consider this as a lightweight CRM with ticketing capabilities that allows teams to efficiently manage customer relationships and communication.

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Key features include:

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• Centralized Contact Management: Store and reference details for customers, leads, and partners directly in your Gmail, making it easy to access and update contact information at any time.

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• Efficient Ticketing: Track and manage customer support requests with built-in ticketing functionality, ensuring nothing slips through the cracks and responses are timely.
  
  
• Streamlined Communication: Keep track of customer interactions and communications across the entire team, providing transparency and improving collaboration for better service.

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• SLA Management: Monitor service level agreements (SLAs) and ensure your team meets expectations for response times and issue resolution.

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Access contact data within Elate’s Side Panel where you can add private notes within email threads that are visible only to internal team members, ensuring sensitive information stays secure.

Ticket and Customer Data Display: View important ticket information and customer details alongside your email threads, making it easy to stay on top of ongoing interactions.

Gmail Main Panel:

Shared Inbox with Threaded Comments: Collaborate efficiently by managing, commenting on, and assigning email threads to specific tickets or individuals. This ensures your team works together smoothly to resolve customer inquiries.

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