From your website
Love at first site
Your website is one of the first places where your customer meets you. This is where your product or service comes to life.
A smooth transaction
Lily starts by making the conversion from web to your team silky smooth. She automagically transforms a website form to a new Deal (and Account and Contact), just like your PA would.
Gmail on steroids: co-op email for teams that works
More than 70% of business communication is email
If your website is not the starting point, email is. Create the Account & Contact automagically if it’s not in Lily yet and get insights on the customer history.
Team and personal inboxes
Create a group inbox and share your personal inbox, so your organization will never miss that important email from your customer ever again.
True insights in the customer relation
A timeline that fills itself
No manual input, but a timeline that is automagically created based on all historic and future emails & telephone communication.
If you want to extend a relationship it’s good to know what you talked about with your customer. Lily gives insights no matter if marketing, sales or customer care is helping your customer.
Advanced call integration
Smart call routing
When a customer calls your company they are automatically connected to the right account manager or case handler.
And a nifty popup shows you the relevant information for the caller and brings you to an insightful details page.
A winning deal flow
Stunning looking quotes
Write stunning looking personalized Quotes via deep Pandadoc integration.
Deal at the right time
Let the Deal add itself to your daily 2do when customers view the quote. Thanks to this, you can contact your prospect at the right time.
Daily Deal 2do
Let your daily deal 2do remind you of the things that are relevant today, just like a PA would.
Quotes can even be signed online for a perfect deal flow.
Powerful case management
That keeps customers happy.
Powerful email templates
No more copy and pasting your most used replies or signatures by using templates instead, which make handling email even more personal and efficient.
Edit information fast without clicking the edit icon, for quick iterations on a case or any other information in Lily.
Case widget that notify you when work is due, so you to never forget a customer.