With Zendo, you can choose between three distinct view styles for Requests. Choose one that suits your needs best.
List view is flawless for brief client interactions and lots of back-and-forth between Requests. The Request list is always visible for quick access in the left panel. You can switch between Requests without reloading the application.
You can store as many views as you like. Make them available to your teammates or only to you. You can also set a default view.
Each view can be filtered and sorted by different parameters like Service, Workflow, Status, assignee, and much more.
Dig deeper with the search tool and look for Requests that contain specific phrases.
Each Request in Zendo consists of two main parts: the chat and the Request details panel.
Requests in Zendo revolve around communication. Chat is where the action happens. Every message, decision, approved quote, and file exchanged is recorded here.
That way, you get one place where you interact with your clients and teammates regarding a specific Request.
Each Request in Zendo comes with a Request Details panel which contains all the necessary information for you to get the job done.
Use Service Statuses to indicate the progress of each Request. Statuses can be triggered automatically based on system events.
Have another pair of eyes looking after your clients – assign multiple teammates to one Request.
Assign appropriate role to each one of your teammates. Protect sensitive Requests from lower-tier employees.
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