Have all your client’s information at hand. Manage each stage of your pipeline and assign tasks automatically, informing your team what are the priorities. Don’t lose any prospects: get reminders to follow up on tasks or conversations.
Every client has different needs and requires different actions from your marketing team. Octoki Pipeline Helper is a tool that aims to support your Marketing Department at all stages of their relationship with the clients.
Have all your client’s information at hand. Keep all the profiles, interactions, and tasks in one place, so any member of your team knows exactly what it is all about.
Manage each stage of your pipeline and assign tasks automatically, informing your team what are the priorities. Get reminders to follow up on tasks or conversations, so any member won’t lose any request.
Minimize the time spent in meetings for internal organization. With Octoki, you can assign tasks, add notes and keep everyone informed about priorities and strategies on your client’s account.
The members of your team have different responsibilities. That’s why Octoki allows you to set different roles, such as Account Manager, Designer, SEO, or any other special permission for your client’s account.
Allocate specific tasks for every role. Let them define the time spent on that assignment, and get to know exactly how much you may charge to that specific client.
Get all your clients in one place!
