Luxury Retail

Grow productivity and revenues, with features for advisors, managers, and administrators

Coral Messaging

A message about the new collection is getting positive feedback from VICs

Coral Messaging

Fitting at the flagship store booked for tomorrow at 16:00 with Helen Allen

Coral Messaging

Some of Roger’s chats have off brand content and have been flagged

Coral Messaging

I’ll add the main points of this voice note about this VIC to your CRM

Coral Messaging

5 dormant VICs indicated interest and need to have an advisor assigned

Coral Messaging

Your weekly summaries are ready to review before saving to CRM

Coral Messaging

Hi Laura, here are your top actions today to deepen relationships with your VICs

FOR MANAGERS

Boost team performance with manager tools and insights

View all chats, power search, and drill down into conversations to isolate opportunities for improvement or recognition
Track advisor adherence to new campaigns or strategies being rolled out
Flag undesirable content to keep chats on-brand
Onboard new advisors faster by sharing real-life interactions and best-in-class scripts
Manage dormant chats at scale, and loop in an advisor when a client re-activates

For operators

Trigger chat creation and settings changes based on CRM events
Link client and internal contacts to chat participants, and for cross-channel insights

FOR ADVISORS

Update client information into your CRM by simply sending a WhatsApp voice note

Book appointments on command

Loop in a colleague to help the client

Reminders and suggested actions based on chat content and CRM information, delivered in a private WhatsApp chat

FOR ADMINS

Provision users and control access; seamlessly replace a departing advisor with a new advisor to maintain client relationship
Brand the chat photo and subject with your company name and logo
Integrate with your CRM, clienteling, and analytics platforms
Start chats at a retail point-of-sale, through online entry points, through commands over WhatsApp, or through CRM triggers