# Conversation, follow-up and reporting platform | Bridge

> Work with each customer's context and use reports on ads and sales, lead progress, follow-up by advisor and AI activity.

## Conversation, follow-up and management, connected.

Work with each customer's context and use the reports to support the team, get more from your leads and improve service.

- **Connected conversations**: WhatsApp, calls, email and meetings in the customer history.
- **History and summaries**: Messages, documents and Bridge AI summaries to pick up what was agreed.
- **Coordination across teams**: Owner, stage and channel visible to those involved, according to their permissions.
- **Follow-up with the CRM**: Activity included in the integration is logged in the CRM.

## Reports on ads, leads, advisors and AI agents.

Each view answers one concrete management question.

- **Ads and sales**: Decide which ads to invest in based on the sales they generate.
- **Lead progress**: Spot the stage where leads stall.
- **Follow-up by advisor**: Identify which opportunities need the team's support.
- **AI activity**: See how many inquiries the agents answered and how many continued with the team.

## Information stays. The team keeps moving.

Reduce context rebuilding and manual entry with the history, summaries and information synced to the CRM.

## Everything your team needs, in one tool.

Channels, teamwork, AI and data, connected in each customer's history.

### Channels

- **WhatsApp**: Company conversations with each customer, in a shared history.
- **WhatsApp calls**: Make and take WhatsApp calls from Bridge.
- **Voice calling**: Phone calls from Bridge, recorded in the history.
- **Voice notes**: Send and receive voice notes inside the conversation.
- **Email**: Customer emails stay in the same history.
- **Groups**: Groups with customers and internal team groups.

### Teamwork

- **Tasks**: Tasks and reminders linked to each customer.
- **WhatsApp Flows**: Forms inside WhatsApp to collect customer information.
- **Marketing campaigns**: WhatsApp sends to segmented audiences.

### AI

- **Summaries of the whole relationship**: Bridge AI summarises each customer's conversations, calls and agreements.
- **AI that takes action**: From creating a task to updating the pipeline stage.

### Data

- **OData connectivity**: Bring your data into Power BI, Tableau and other analytics tools.

## Let's talk about making every relationship more profitable.

Let's review your sales follow-up, your customers' experience and the productivity opportunities with Bridge.