Streamline Customer and Company Creation
Sidekick makes it easy to create customers and companies by understanding your plain language instructions and automatically filling out forms. This functionality saves time and eliminates errors, allowing you to focus on growing your business.
Quick Customer Creation
With Sidekick, you can create new customers in seconds. Simply describe what you need, and it will handle the rest. For example:
- Example: "Create a customer named John Smith with email john@example.com and tag VIP"
B2B Company Setup
Set up business-to-business (B2B) companies just as easily. Provide the details, and Sidekick takes care of filling out the required fields. For instance:
- Example: "Create Acme Corp company located at 1234 Holland Drive in Toronto with net-30 terms"
Conversational Flexibility
Sidekick allows you to populate any field on the customer or company creation form conversationally. Whether you need to add tags, specify payment terms, or provide contact information, Sidekick has you covered.