Example customer
Email · example data, no live synchronisation
Quote request
Hello, we would like a quote for an additional service. Could we discuss the next steps?
CRM + BusinessAgent for businesses and SMEs
One customer enquiry. Everything you need to reply.
The original message, customer context and draft reply in the same case. You see what is missing and decide what gets sent.
Open example caseExample case 014Quote requestIllustrative example · no real customer data
Details are missing.
A clarifying question makes more sense than a commitment.
- Known
- The customer would like a quote and a discussion about the next steps.
- Still to clarify
- Which service is needed? What timeframe is planned?
Draft reply
Quote request
Hello, thank you for your enquiry. Which additional service do you need, and what timeframe do you have in mind? With this information, we can discuss the next steps in detail.
FidaventoNot sent
Simulated example case. Nothing is saved. Nothing is sent.
Fidavento
What stays together in each case.
- Customer & history
- Contacts, information to date and upcoming tasks linked to the relevant customer.
- Preparation & review
- Summaries and suggested replies provide a basis for your work, without making automatic commitments.
- Project & documents
- File versions, tasks and explicit approvals in the context of the project.
We are building Fidavento.
Daniel Schneider and Tobias Fuchs are building Fidavento together, with the whole business and the people who move it forward in mind.
People
Which part of your workflow takes up your time?
A recurring customer enquiry is a good starting point for exploring together whether Fidavento fits.