I operate catch all supply chain company from China to the US.
While our services are segmented and can be exclusive from one another, we offer the following as a total package:
- Factory to Port Deliver / International Shipping / US Port to Warehouse Delivery
- Chinese & US Customs Clearance
- US Warehousing
- Palletizing / Re-packaging
- E-Commerce fulfillment (FBA, EBay, Etsy…)
My question is – what CRM is going to provide the most functionality in terms of organizing leads and clients via "CRM status" with corresponding automated email functionality?
For example – I want the client to receive an automated email, each time their products enter a new phase or "status" within our CRM, as we update it internally.
If their goods have been shipped – I want them to get an email. If their goods arrive at US port – they get an email. Customs cleared – an email…
My goal is to minimize inbound customer service inquiries, to reduce the number of CSR's needed.
What platform works best for this?