Invite external agents and sales reps to your company's CRM with the Sales collaborator template: they only see and work with their own customers, portfolios are assigned in bulk, and everything is logged.
The person who opens a ticket, and any participant, can add other people from the platform so they can follow it, reply and receive notifications. Without forwarding emails and without them seeing the team's internal notes.
Assign the services you bill each month, quarter or year to each customer, and the ERP prepares the drafts for the period on its own. Calendar periods, nothing is issued without you, and everything is included in the cash flow forecast.
A rule on a date field in your CRM and a WhatsApp message that arrives automatically a few days before, with the client's name and a link to book. For workshops, brokerages, clinics and any business with expiries.
Connect sales@ or info@ as a company mailbox in NAiOS Mail: all team members can use it with their own permissions, without sharing passwords, and Campañas sequences are sent from it, with notifications for the whole team.
One-to-one sequences from your own inbox and campaigns to lists with declared consent, with human approval, one-click unsubscribe, and a suppression list that always takes precedence. Available today on all plans.
A real-life case with nearly eight thousand digitalising agents: upload the file, review the mapping, declare consent, tag, segment, score and launch the first sequence. All within the NAiOS CRM.
The four bases for consent in email prospecting (express, customer, one-to-one professional contact, none), which channel each one opens up, and what every email must include. And how NAiOS applies this by design.
Sent from your own inbox, with hourly and daily limits, account warm-up, working hours, drafts for your approval, and an automatic stop as soon as someone replies. This is how the NAiOS Campañas sequence engine works.
Consent-based lists, delivery with a 'Test' button, SPF and DMARC explained in plain English, block templates, simulation, subject line A/B testing and metrics. A guide to launching your first newsletter from NAiOS.
A tailored first line based on the client's website, brand voice from your Knowledge, WhatsApp only after a reply, subject line A/B testing, fit scoring and a weekly summary by an agent. AI in Campañas, with one rule: you approve.
