The iAdvize Custom App is designed to enrich the workspace of advisors by offering them direct and personalized access to a complete suite of essential tools for their interactions with visitors.
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From creating leads directly in the CRM to managing orders and providing technical support, and accessing a knowledge base for frequently asked questions, the Custom App adapts to your needs and requirements.
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The ability to customize the workspace with relevant tools allows you to increase agent efficiency and improve customer experience by ensuring quick and accurate responses tailored to each visitor's needs.
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Here is how the Custom App appears on an advisor's desk:Â
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Here is an example illustrating how it is used on an advisor's desk: