CODE9 CODE9 CRM / AI / ANALYTICS

Case / service business

Flotarium

A page under the case where recording, confirmation, reminders, customer returns and calm service communication are important. In essence, this is a template for a project with regular visits and soft repeated touches.

Calculate implementation Back to map

What hurts

Problems

  • Some records are confirmed manually and lost in correspondence.
  • The client does not return after the first visit because there is no systematic work with the database.
  • Administrators and messages are not collected into one transparent picture.

What CODE9 decides

Scenarios

  • Automatic confirmations, reminders and soft follow-up touches.
  • Monitoring record statuses, application sources and administrator work.
  • Returning customers through CRM, segments and AI communication tips.

What to show on the page

Filling

  • A short map of the client’s journey from the first application to the return visit.
  • Screenshots of schedules, statuses and reminders.
  • Mini-block with results and transition to implementation calculation.

Case skeleton

Ready-made blank for service case

When we get to the content, it’s convenient to put here the real history of the project, the client’s journey, recording and return blocks, as well as retention and communication numbers.

Record

Initial contact, confirmation, reminder and window closing without manual chaos.

Return

Repeat touch scenarios and customer segments for soft reactivation.

Trust

A short case, numbers and a path to a calculator or contact form.