Automated Sales Alerts & Manager Escalations

Don't wait for the end-of-month report to find out you missed your target. Aiksol360 CRM sends proactive 'Risk Alerts' when agents are inactive, deals are stalled, or VIP leads are neglected.

Agent Inactivity Warnings

Agent Inactivity Warnings

Catch slacking immediately. You can set rules like: 'Alert me if Agent A logs zero calls by 2:00 PM.' This allows you to intervene and coach the agent mid-day, ensuring the day isn't wasted. It's like having a digital floor manager watching every desk.

Monitor:

  • Zero Activity Alerts (No calls/visits logged).
  • Low Talk-Time Warnings.
  • Late Login/Attendance Alerts.
Stalled Deal Alerts

Stalled Deal Alerts

Don't let hot deals freeze. If a deal stays in the 'Negotiation' stage for more than 5 days without an update, the system flags it as 'At Risk' and notifies the Sales Director. This prompts a senior manager to step in and help close the deal.

Pipeline Health:

  • Identify 'Zombie Deals' clogging your pipeline.
  • Trigger auto-reminders to agents to update status.
  • Prioritize closing 'Stuck' high-value files.
VIP & High-Value Notifications

VIP & High-Value Notifications

Roll out the red carpet. Mark specific contacts as 'VIP Investors.' If a VIP calls your office or visits your website, the CEO/Owner gets an instant 'Hot Alert.' Ensure your most important clients are handled by your best people, every time.

VIP Tracking:

  • Instant alert when a VIP opens a proposal.
  • Notification if a VIP complains or gives bad feedback.
  • Priority routing for top-tier investor calls.

FAQs

Can I set different rules for different teams?

Yes. You can set strict inactivity rules for 'Junior Interns' (e.g., alert after 1 hour) and looser rules for 'Senior Partners' (e.g., alert after 2 days).

Do agents know they are being monitored?

Yes, and it motivates them. Agents receive a 'Nudge' notification first ('You haven't logged a call in 2 hours') before the system escalates it to the Manager.

How do I receive these alerts?

You can choose your channel: In-App Dashboard, Email Summary, or urgent WhatsApp Alerts for critical issues like 'Lost Deal > 5 Crore'.

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