About AppsForOps Timeline
AppsForOps Timeline is a customer success software that provides visibility on customer activity spanning the organization's people, processes and systems. Users can view a timeline of all customer activity directly from within an Outlook inbox, and get the whole picture to help make the right decisions. Activity history includes all emails, calls, notes, tasks, or data flowing in from any external system such as platforms for sales, marketing, customer support, eCommerce, social media, and more.
The AppsForOps timeline loads automatically when an email message is selected or entered and displays all activity such as emails, calls, notes, tasks, or external data relevant to that contact, directly within the user's Outlook inbox. Users can also switch to the company view in order to see all activity across the organization and their colleagues. Company view means that all contacts which share the same domain name will be displayed within a timeline, along with all their relevant content and data. The groups feature enables users to add members to a group to include items to that contact’s or company’s timeline. Users can also select which emails are included within an activity timeline, groupwide or privately. The ‘easy add’ feature creates a folder within the inbox, which allows users to drag and drop emails which will then be automatically included to a timeline.
AppsForOps Timeline includes quick actions functionality which allows users to quickly compose an email or reply to one using an email template which can contain smart tags, which automatically enter the sender or receiver’s name or email address. Channels allow users to feed data from a wide range of of third party apps onto the timeline, including multiple email, CRM, customer support, marketing, accounting, event management, database, eCommerce, social media, and collaboration platforms.