AroFlo

Podium can help you deliver an enhanced customer experience by sending task notifications and reminders. You can also automate review invitations, import and sync customer contact information along with CRM data from AroFlo into Podium. Write back all of your conversations in Podium to the client notes in AroFlo

• Prevent misunderstandings and provide better customer service by sending confirmation texts after a job is scheduled.
• Minimize missed appointments by automatically sending job appointment reminders.
• Improve your online rating by requesting reviews after jobs have been completed.
• Save time managing your contacts by seamlessly importing your clients into Podium along with CRM data.
• Workflow and automation customisation by create your own automations using the CRM attributes pulled in from AroFlo.
• Centralize all your customer conversations by automatically writing back Podium conversations and phone activity to customer notes in AroFlo

Compatibility

All versions

Setup Process

BEFORE YOU BEGIN

1. Ensure you have admin access to Site Administration in AroFlo.

STEPS

1. Click Connect.
2. Select the Podium location you would like to connect to AroFlo.
3. Allow AroFlo to access Podium data by authenticating Podium.
4. Allow Podium to access AroFlo data by inputing your authentication information from AroFlo.
5. Select the AroFlo business unit you wish to connect to this Podium location.
6. Enable conversation and phones write back if desired.
7. Click Finish.