In your business, you may need to track when someone is invited to an visit. You can do this by creating a opportunities in BoondManager.
But manually creating a opportunities can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an visit is created in Waitwhile, it will trigger a corresponding opportunities creation in BoondManager.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunities, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
You Can Also Connect BoondManager or Waitwhile With 1400+ Other Apps
BoondManager
BoondManager is a feature-rich ERP software that simplifies IT services and consulting firms' management. With intuitive modules for recruitment, CRM, project management, and more, it streamlines your operations and boosts productivity.
WaitWhile helps businesses around the world improve their lines and create a radically better wait experience for their customers.You can schedule and waitlist customers from your phone, tablet or computerand easily access your data wherever you go.