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How to Implement Voopty in Your Team? Effective Training for Employees to Work with the CRM System

CRM systems have become an integral part of modern business operations.
Their main purpose is to organize customer relations, optimize internal processes, and improve team efficiency, as employee comfort is crucial for business success.
The Voopty CRM system is a convenient, flexible, and functional tool, perfectly suited for small and medium-sized businesses.

Why is Voopty the Perfect System for Your Team?

Convenience and Intuitiveness.
Voopty is designed to help users navigate the interface quickly, even if they’ve never worked with CRM systems before. Its ease of use reduces the time required for employees to adapt.

Customization Flexibility.
The system allows you to tailor functionalities to the specifics of your business. You can add new fields, create automations tailored to your needs, and integrate the system with other services, such as Binotel telephony or payment systems like WayForPay, LiqPay, and Stripe.

Voopty Support.
Voopty provides quality customer support via Telegram and video meetings on Google Meet. This ensures prompt and effective resolution of any issues and smooth implementation of the system.

How to Properly Prepare Your Team to Work with Voopty?

Assess Your Business Needs.
Before implementing Voopty, it’s essential to identify the tasks the CRM system should address. For instance, it could be organizing a customer database or automating reporting. These and many other requirements are met by Voopty’s extensive functionality.

Employee Training.
The Voopty CRM team offers several support options:

  • Telegram Support Chat: If you have questions, the Voopty team will quickly respond in the Telegram chat, help you set up your account, and explain all the principles of using Voopty.
  • Google Meet Video Meetings: If your team needs detailed visual explanations, Voopty specialists will organize a meeting where they will demonstrate step-by-step how to use the CRM system.
  • YouTube Training Videos: The Voopty YouTube channel provides setup tutorials and video-format answers to the most common customer questions.

Implementation Stage.
We recommend creating a Voopty account and using the “14-day free trial” to set up the system according to your business needs with your team’s help. This will help identify gaps in understanding the system and make necessary adjustments from the very start of using Voopty.

The Voopty CRM system is an excellent choice for businesses seeking convenience, automation, and efficiency. Thanks to high-quality, continuous support via Telegram chat, Google Meet video meetings, and YouTube training materials, your team will quickly master the system, and your business will operate more productively.

Landing Page in Voopty: A Simple Way to Receive and Manage Applications in the CRM System

Modern businesses need convenient and quick solutions to work with clients.
One such tool is the creation of landing pages—single-page websites that serve as a point of interaction with clients. Voopty CRM offers a built-in landing page creation feature included in the subscription price. This allows businesses to launch user-friendly websites for collecting applications, reservations, and client information without additional costs.

What is a Landing Page in Voopty?

A landing page in Voopty is a public webpage created without requiring additional specialists like programmers or designers. This tool effectively addresses needs such as attracting new clients, presenting company services, enabling online bookings, and processing applications.

Key Features of Voopty Landing Pages

Voopty CRM landing pages allow you to include essential information on your website to attract clients:

  • Contacts and Location. Provide potential clients with information on how to find you or contact your team.
  • Service Pricing. Add a price list to the public page so clients can immediately see your business’s service costs. Detailed instructions are available in a video.
  • Group Booking. Voopty enables you to set up a booking function for available time slots, especially useful for educational or service-based businesses. Details on configuration are in the video.
  • Client Testimonials. Showcase positive feedback on the public page using Voopty CRM features.
  • Automatic Lead Transfer to the CRM System. Applications submitted through the landing page are automatically sent to the “Client Acquisition and Retention” section in Voopty CRM, enabling your team to process them efficiently. Instructions are available here.

Step-by-Step Guide to Setting Up a Voopty Landing Page

STEP 1. Create a public page in the “Public Information” section. A helpful video guide is available via a link.

STEP 2. Fill in basic information, such as the company or school name, description, contact details, and add a logo and background for visual appeal. Optionally, include client testimonials and links to your company’s social media pages.

STEP 3. If necessary, enable online bookings for classes. In the “Courses and Groups” section, select the group to display on the site and toggle the “Time Slots Available for Booking” option. Once configured, clients will be able to select a course and book their preferred time directly on the public page.

A landing page in Voopty is a powerful tool to help your business attract more clients and optimize internal processes. Leverage Voopty’s training videos and support team to create your ideal public page.

Integration of Binotel with Voopty. How to connect telephony for effective communication management in business

Business in the modern world requires efficient and convenient solutions for managing client communications, and telephony is the foundation of smooth operations for many companies. Excellent service and quick feedback are key factors in retaining customers and attracting new ones.
One of the best solutions for business is the integration of Binotel, a leading telephony provider, with the Voopty CRM system, which offers comprehensive management of company communications and processes. Such integration allows companies to ensure a seamless customer communication process, improving the efficiency of sales and support teams.

Why choose Binotel telephony?

  • Convenient and fast feedback with both customers and leads;
  • Preservation of interaction history with clients;
  • The ability to improve customer service by listening to call recordings;
  • More transparent and effective communications that enhance overall customer satisfaction and employee productivity.

What does the integration of Voopty and Binotel provide to businesses?

  • Automatic call recording in the CRM: Each incoming and outgoing call is recorded in Voopty;
  • Recordings of all conversations: All calls are recorded and available for playback directly in the system;
  • Displaying client information on incoming calls: When a call is received, client information from the Voopty CRM is automatically displayed on the manager’s screen, allowing for quality support;
  • Analytics and reporting: The integration enables detailed reports on the number and quality of calls, the date and time of conversations, and the productivity of each company employee;
  • Unknown number feature: The ability to save a lead who called from an unknown number in the “Customer Acquisition and Retention” section.

Instructions for connecting Binotel to Voopty:

  1. Setting up a Binotel account. Make sure your Binotel account is active, and you have access to all necessary settings (if not, contact Voopty technical support via Telegram). For a detailed guide, check out the video on our YouTube channel.
  2. Integrating Binotel with Voopty. Log in to your Voopty account and navigate to the integration settings. Find the option to connect Binotel and follow the instructions to synchronize accounts. Additional steps and settings can be found in the video.
  3. Testing Binotel functionality. After completing the setup, make a test call to ensure the system correctly records calls and saves their history in Voopty. Watch the video for more detailed instructions.