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Flexperto all-in-one communication platform
Schedule and Start Flexperto Video Meetings from Salesforce
Overview
Flexperto is an all-in-one communication platform for Enterprise sales teams to streamline their customer service. Sales agents can have video consultations with their customers, right from Salesforce, using Flexperto's online conferencing tool.
Have secure video consultations from any web browser - no apps, plugins, or downloads are required for agents or their customers.
Elevate video consultations with additional engagement features like screensharing, co-browsing, and whiteboard. Record video meetings and archive the recordings compliantly.
Start and send E-Signature contracts from within a video consultation or Flexperto's dashboard, and collect legally-binding signatures from customers efficiently.
Flexperto is an all-in-one platform for consultants working with customers in a service format. Its core product features are: Appointment Scheduling: - Experts can manage and synchronize their calendar to show availability, and schedule outbound appointments with customers - Customers can schedule inbound appointments with experts from each experts' personalized profile page Video Meetings - Experts and customers can meet via WebRTC video E-Signature - Experts can upload documents, add signature fields, and request customers to sign digitally Omnichannel-Messenger - Experts can chat with customers via popular messaging channels (WhatsApp, Facebook Messenger, SMS, Telegram) from one unified inbox within the Flexperto web dashboard.
Categories
- Business Needs
- Chat & Web Conferencing
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package