Data capture


In the sales process, there is a lot of data that is processed by the agent and gathered from the customer. Often the client data happens with a database connection, through the agents’ notes or through a custom script where certain data points get captured by the agent to qualify and store lead data.


Due to enterprise security measurements, Whisbi is often not able to connect with a customers database. Notes are a great way for agents to write personal notes that they can store, but not to share it with other agents.


The Whisbi Agent supports linking to a customer file and script so that the agent can view customers data and add/edit data points on important steps in the sales process.

The ‘Data Capture’ tab is easily accessible through the tab bar on the bottom of the app.