We’re an e-commerce business and use Front for communication with high value clients looking to order multiples and other operational concerns (not general customer service).
The problem:
-My main problem deals with my high value clients. When we need to reference their specific order requests, delivery dates, or other specifics, we have to scroll back up in the thread and as we approach our busy season, this is very inefficient. Once the order is placed, we would track this information in Shopify or Google Sheets, which we use for invoicing on our more complicated orders. I typically drop a link to the relevant invoice/Google sheet as a Front comment, but this still involves a lot of scrolling as these email chains get very lengthy. We don’t currently use a CRM. We’re a small business and just never had the man power to leverage one enough to merit the cost. We are open to one, but I am hoping for a low cost solution.
The ideal solution I envision:
-The absolute most ideal solution would be AI-powered, so that we didn’t have to manually input the information. However, manual input is acceptable. Copilot does not appear to be pulling the most relevant summary information and I don’t see how to train it?
-The solution I envision would be a notes style plugin accessible through Front with fields for key information like delivery date, items of interest, payment status, etc. I am hoping we could create the note, name it with the client’s project name, and then attach it to any relevant email exchanges so it was readily available for all team members to access and reference.
-We would also like some way to check off if the customer has had key questions asked like where they heard about us and if they are comfortable with certain marketing material being included.
-A Google Doc or Form could potentially work as long as we could access their specific file from the any conversation with any of the contacts associated with the document, but I did not see that it was possible to keep a Google doc or form readily accessible from anywhere within a Front thread and did not see that I could get it so I could access one through the Plugins section of the Front interface.
-We would like this to be easily viewable outside of Front as well and printable and sharable among team members.
Any ideas for solutions?