ENQUIRIES
Enquiries & Quotes
Bring new enquiries, quotes and follow ups into one clearer process.
Explore enquiries→
Keep the conversation with the booking.
KEEP THE CONTEXT TOGETHER
Come back to the conversation without piecing it together first.
When more of the communication stays inside Crevida, you can open the client and see the conversation alongside the booking it belongs to.
Less searching for where something was said. More context when you need to pick things back up.
COMMUNICATION
Messages quickly become part of the story of a booking.
Crevida gives that communication somewhere to stay connected to the client, with in app messaging for the ongoing conversation, email when there’s more to say and SMS when something short makes sense.
In app messaging gives you one clear place for the conversation around the booking.
The client can message you through Crevida and you can come back to the same conversation later without searching through another inbox.
In app messaging
Messages connected to the client
Conversation history
Client Portal messaging
Booking information. What happens next. Appointment details. The things you find yourself typing again and again.
Save the repeatable messages as templates, then use them when you need them.
Email templates
Repeatable client communication
Appointment confirmations
Saved wording
Send manually when needed
If the same communication needs to happen at the same point for most clients, make it part of Your Client Journey.
Follow ups. Questionnaires. Appointment information. Payment reminders.
You decide what can happen automatically and what should still come from you.
Automated emails
App messages
Follow ups
Questionnaire communication
Payment reminders
Timed journey steps
Some messages need context. Some need a decision first. And some should simply sound like you.
Those stay with you.
Crevida can take care of the repeatable communication without deciding which parts of the relationship should be personal.
Manual emails
Manual app messages
Personal replies
Communication linked to the booking
Manual actions within Your Client Journey
Email when there’s more to say. SMS when it needs to be short. In app messaging when you want the conversation to stay easy to find around the booking.
Different ways to communicate. Still connected to the same client.
Email
In app messages
SMS
Appointment confirmation emails
Email open tracking
COME BACK WITH THE CONTEXT
See what you’ve already sent.
Emails and messages sent through Crevida stay connected to the client.
So when you return to the booking, you can see what has already gone out instead of relying on memory or searching through a separate sent folder.
For email, open tracking can also show whether a message has been opened.
PART OF THE JOURNEY
The message stays connected to why you’re sending it.
A follow up can sit after an enquiry. Appointment information can go out around an appointment. A payment reminder can happen at the right point in the booking.
Communication becomes part of the client journey rather than another list of messages you need to remember to send.
Enquiries
Follow up from the enquiry without turning it into another separate process.
Appointments
Send the information that belongs around the appointment it relates to.
Payments
Keep payment communication connected to the wider booking and Client Journey.
WHAT THIS MEANS FOR YOU
Pick the conversation back up with the context already there.
See what you’ve sent. Reuse the messages you send regularly. Let the repeatable communication happen at the right point in the journey.
Then when a client actually needs you, you can give them your attention without first working out what has already been said.
KEEP THE CONVERSATION TOGETHER
Repeat the message, not the work.
Use templates where they help, automate the communication that doesn’t need you and keep the conversations that do connected to the client.
EXPLORE CREVIDA
Everything around the booking, connected.
Enquiries, clients, payments, appointments and the journey around them. Explore the parts of Crevida that help keep the business moving.