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Intuit App Center >
Customer Management (CRM)
> TriggerConnect
TriggerConnect enables communicating with your team on the latest customer interactions.
This app works with:
Always have the latest information at your fingertips and find just the info you need. With TriggerConnect it is easy to share the latest information and updates with your whole team. With TriggerConnect you can:
Overall Benefits
- Create simple notes about each customer interaction and to do items
- Tag customers to provide easier categorization and searching
- View customers in a zoomable rolodex for just the right amount of detail
- Attach photos, PDF's, and other files to track all relevant info in a paperless fashion
- Create professional photo slideshows for customers and projects
- Drill down to view a dashboard of a customer and associated activity