Platform & Solutions
Professional Services
Mojeep connects professional-service inquiries to customer records, opportunities, and follow-up activities so consultants or sales teams can work from reviewed, owned information.
How Mojeep applies this workflow
- Capture the inquiry, its source, and the needs the customer has shared.
- Connect the lead to an opportunity, owner, and next step.
- Use quotes where appropriate and subject to the approval policy.
Related products
Workflow to review
A Mojeep agent can assist within enabled knowledge, tools, and permissions; employees review and make decisions that require human judgment.
Explore Sales AgentChannels such as WhatsApp and Web Chat require an eligible account, connection, and setup; their mention does not mean every provider is enabled.
Discuss the workflow with Mojeep