One customer history
Keep notes with the right person and start the next contact with context.
HOW ERMISSION WORKS
An enquiry is the beginning.
See what happens next.
Follow a fictional customer from a new enquiry through a conversation and follow-up to a recorded outcome.
Explore your potential6 steps · Go at your own pace
Ermission / Demo teamFictional data
Anna Nowak
Example Company · offer enquiry
SourceWebinar form
OwnerYour consultant
Next stepConversation
New enquiry
Interested inAn offer consultation
ReasonI want to explore my options
Assigned toYour consultant
Step 1 of 6
The call ends. The process continues.
Every contact has context, an owner and a clear next step.
Follow-up has a due date
Today’s and overdue tasks help you return to the conversation.
The team knows who acts next
Hand over context and responsibility in one workspace.
EXPLORE YOUR PROCESS POTENTIAL
The same leads.
What could better conversion change?
Enter your numbers and compare your current result with a target you choose. The starting example changes conversion from 2% to 8%.
RELATIVE CONVERSION CHANGE
+300%
2% → 8% · +6 percentage points · 4×
| Your process | Current | Scenario |
|---|---|---|
| Leads / month | 500 | 500 |
| Lead → customer conversion | 2% | 8% |
| Modelled sales | 10 | 40 |
| Modelled revenue / month | PLN 10,000.00 | PLN 40,000.00 |
Scenario difference: +30 sales and +PLN 30,000.00 per month.
Assumptions, not Ermission customer results. You choose the conversion target; the app does not guarantee it. Modelled revenue is not profit or confirmed payment and excludes costs and refunds. Fractional sales represent modelled averages.
YOUR WORKFLOW
Start with the team. Develop automation.
Contacts, notes and tasks are the foundation. Add telephony, messages and AI as needed.
What can I do without AI?
Work with accessible contacts, record notes and plan tasks and internal meetings within your role and assignments.
What do calls and SMS require?
An operator account, a number or sender, and a verified scope. A saved key or draft does not mean sending is enabled.
How do I prepare an AI agent?
Prepare the agent’s role and rules and approved company knowledge. Synchronisation, tools and outreach need separate setup.
FROM LEADS TO REVENUE
Make the next step clear.
Explore the workflow. Then bring your team into an authorised workspace.