Custom App

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.


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.


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.


Here is how the Custom App appears on an advisor's desk: 




Here is an example illustrating how it is used on an advisor's desk: