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Teams · Customer Service

info@, sorted.
Replies, drafted.

Vic sorts the shared inbox, routes each request to its owner, drafts the replies and keeps your CRM current. Nothing goes out until you approve.

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Use casesShared inboxDraft repliesOrder statusComplaintsCRM updatesStalled dealsCredit apps
Inside Vic

Your CRM, caught up.

  1. AskAsk in plain English
  2. WorkVic reads, checks and drafts
  3. ReviewNothing goes out until you approve
  4. DoneVic enters it and logs every step
Shared inbox

Quotes to Dana. Changes to Sam.

Vic reads the shared inbox, routes each request to its owner and drafts the reply. You approve what goes out.

VicShared inbox
ReadingRoutingWaiting on youSent
info@ · 5 newsince 17:00
Harbor Mechanical, Purchasing
Quote: filter cartridges

Hi, could you quote 200 filter cartridges,

delivered by the end of next week?

Same site as last time.

Thanks, Priya

Vic → GracePine Ridge's pricing question has waited since yesterday. Want me to answer from the current price list?
Routing · info@5 messages
Reading what came in…
HarborQuote request → Dana
SummitQuote request → Dana
BayviewOrder change → Sam
Pine RidgePricing question unanswered 1 day→ you
LakesideSupplier newsletter skipped
Replies4 drafted
Four routed, replies drafted.One question for you: Pine Ridge.Nothing is sent until you approve.
Review emails
Approved by Grace. 2 emails to Dana, 1 to Sam.Pine Ridge answered from the price list.
Open thread
More use cases

Beyond the inbox.

Order status, complaints, CRM upkeep and deals that went quiet. Turn on the ones your team needs, in the systems you already run.

Draft · Summit ElectricRe: quote
Thanks for asking.
Could you tell us the two addresses and what each site needs? We'll send the quote within a day.
ApproveEdit

Draft replies

Drafts replies to the emails that matter in your voice, with the facts pulled from your systems.

Bayview DentalSO-10477
09:12Asked where SO-10477 is
09:12Checked the order in NetSuite
09:13Reply drafted: ships Thursday

Order status questions

Answers "where is my order" from your ERP and drafts the reply for you.

Complaint · HarborOpen
Logged from the email
Matched to lot 5521
Corrective action due Nov 12
Customer update drafted

Complaints

Logs each complaint, ties it to the order and lot, and tracks the corrective action to close.

This week · HubSpot
Emails logged6
Meetings logged2
Deals updated1
Tasks created2

CRM from email and meetings

Logs emails and meetings to the right contact and deal, and keeps stages current.

No next step21 days
Summit Electric · 21 days
Bayview Dental · 21 days
Harbor Mechanical · proposal sent
Follow-ups drafted

Stalled deals

Flags quotes and deals with no next step, and drafts the follow-up.

Credit app · Pine RidgeNew
Application received
Trade references requested
Two of three references in
Summary drafted for you

Credit applications

Collects the application, checks references, and sends you a summary to approve.

Nothing reaches a customer unsigned.

Vic drafts and routes. Your reps decide what gets sent, and every reply traces back to the email that started it.

Email · reply to HarborNeeds sign-off
ApproveEditReject

Approval gates

Nothing consequential goes out without a sign-off where you require one.

Read info@Gmail
Drafted 4 repliesGmail
Approved by GraceLogged

Every action logged

Each email read, record changed and message sent is traceable to its source.

EmailCRMVicERPCalendarPhone

Works in your systems

Your email, ERP, CRM, calendar and documents. No new portal.

One Vic, every team

Vic across your operation

The same Vic works across all six teams, with the same context and the same controls. Work moves from one team to the next without a handoff.

OperationsOrders entered, changes routed, late orders chased.
Current page
Customer ServiceInbox sorted, replies drafted, CRM kept current.
Finance & ProcurementBills matched to POs and past-due chased.
Recruiting & HRApplicants screened and interviews booked.
Safety & ComplianceCertificates checked and lots traced.
Maintenance & AssetsRepair quotes compared and contracts tracked.

See it on your own inbox.

Bring a week of your shared inbox. See the replies Vic would have drafted.

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Your systems stay put.Your people sign off.Running in days.