Your CRM, part 1: set it up for your business

Chapters

1. 0:00This is SwiftKart's CRM: its customers, products and services, bookings and orders, in one place. Its voice agents use it during calls. Vaakyo switches the CRM on for your workspace; then it's in the menu.
2. 0:16Start with Settings. Lead stages are where each customer is, from new to repeat buyer. Add your own, and put it in its place.
3. 0:28Booking rules decide which times are offered: how long a booking lasts, how soon it can start, and how far ahead people can book.
4. 0:38Closed for a festival? Add the date, and nothing can be booked that day.
5. 0:44Custom fields are the details you want on every customer, product, booking or order. The agent asks for them on calls, and every form here shows them.
6. 0:56Add one: a label, its type, and what the agent should ask. Here, the customer's birthday, so SwiftKart can send a wish and an offer.
7. 1:07Save the settings. Agents use the new field from their next call.
8. 1:12Calendars are what bookings go on: a person, a room or a branch. Add one for a stylist, and say how many bookings it takes at the same time.
9. 1:23Set the opening hours. Open the weekend, add a lunch break on Monday, and copy Monday to every open day.
10. 1:32Save the calendar. Its free times now show when you book, and the agent offers them to callers. Next: your catalog.