JotLink CRM
Ultimate Business Management Solution

Track, manage Optimize all client interactions in one place.

Available for iOS, Android, Web

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Communications ^{Centralized Interaction Tracking}

Tracks and saves all interactions, including calls, messages, SMS, and emails, associated with each client.

How to Use

Use Communications to maintain a complete history of client interactions

Ensuring no detail is missed. Quickly access past conversations for better customer service.

Dashboard ^{Real-Time CRM Insights}

Provides an overview of CRM activity, including current task statuses, lead sources, call statistics, and the conversion funnel.

How to Use

Use the Dashboard to monitor team performance

Quickly identify areas that need attention, like overdue tasks
or low lead conversion rates.

Streamline and Grow

Sales & Marketing Automation

Marketing Automation

Sets up automatic campaigns for timely marketing interactions, eliminating the need for manual launches.

How to Use

Calendar

A tool for planning and tracking tasks, displaying deadlines, statuses, and events by date.

How to Use

Task Management

Assigns tasks and tracks their completion to ensure effective client follow-up.

How to Use

Streamline and Grow

Sales Pipeline and Lead Management

Sales Pipeline
Management

Visualizes the sales process at each stage, allowing progress tracking for every deal.

Contact Management

Stores and organizes all contacts with options for sorting and filtering by categories.

Clients

Manages the client database, storing contacts, tracking status, and viewing interaction history.

Lead Management

Tracks potential client inquiries, saves their information, and manages ongoing interactions with leads.

Control Sales and Calls

Deal & Call Management

Deals

How to Use

A section for managing sales and tracking ongoing deals at each stage, with options to update status and add notes.

Telephony

How to Use

A complete set of tools for telephone communication, including call management, recording, and filtering by call type

Operator Panel

How to Use

Displays the status of internal lines, operator availability, call status, queue load, and the number of active operators.

Screen Monitoring

How to Use

Captures periodic screenshots during work hours, enabling observation of manager activity with user consent.

Track Workflow Progress in Detail

Timeline

Tracks potential client inquiries, saves their information, and manages ongoing interactions with leads.

Seamless Conversations in One Place

Messaging & External Communication

Messenger Integration

How to Use

Integrates JotLink and Telegram, unifying communication and history in one interface.

Social Media Integration

How to Use

Connects social media platforms like Facebook, Instagram, and LinkedIn to track inquiries and manage interactions directly in the CRM.

Application Marketplace

How to Use

An API for integrating third-party solutions into CRM, with the ability to place applications in the marketplace.

Seamless Interaction Across All Platforms

Communication
Channels

Email

Stores and organizes all business emails for seamless tracking.

Calls

Records and saves call history for analysis and processing.

Lead Forms

Captures and assigns website leads automatically.

SMS

Logs and documents SMS inquiries with processing status.

Social Networks

Tracks and records customer interactions from social media.

Messengers

Centralizes messages from all messengers with saved history.

Data-Driven Decisions for Business Growth

CRM Statistics & AI-Driven Analytics

AI Analytics

Analyzes conversations, assesses KPIs, and evaluates service quality.

Tasks

Monitors task completion, distribution, and deadlines.​

Leads

Tracks lead sources, statuses, conversions, and channel efficiency.

Sales Pipelines​

Analyzes deal progression, strengths, and conversion rates.​

Contacts

Logs full interaction history for better engagement tracking.

Deals

Tracks sales performance, closing rates, and success patterns.

Deep Insights for Smarter Engagement

 Advanced Communication Analytics

Email Analytics

Tracks email statistics, open rates, responses, and engagement.

Call Analytics

Analyzes call types, duration, participants, and efficiency.

SMS Analytics

Monitors sent/received SMS, delivery status, and activity.

Messenger Analytics

Evaluates response times, message types, and interaction trends.

Social Network Analytics

Measures engagement, comments, and social impact.

Unify, automate, and enhance customer experience

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