The String knowledge base
  • Welcome to The String 👋
  • About The String Solutions
    • About Us
    • The Challenge We Try to Solve!
    • How Does The String Help?!
  • Getting Started
    • Signing Up
    • Dashboard Navigation
    • Complete Setup Your Business Profile
      • Create a new branch
      • Create a new category
      • Add a new brand
      • Add a new product
      • Add a new service
  • How To?!
    • Manage Leads
      • Add New Lead
      • Import Leads
      • Export Leads
      • Filter Leads
      • Customize Leads List View
      • Quick edit lead Info
      • Convert Lead to Customer
      • Assign Lead to Agent/Team Member
      • Send Bulk SMS/Emails
      • Manage Lead Profile
      • Delete Leads
    • Manage Customers
      • Add New Customers
      • Export Customers
      • Customize Customers list View
      • Assign Customers to Agent / Team
      • Customer Profiles
      • Delete Customers
    • Manage Branches
    • Manage Team
      • Create Departments
      • Add Team Members
      • Assign Roles and Permissions
    • Manage Product & Service
      • Add New Product or Service
      • Customize Product/ Service List view
      • Delete Product or Service
    • Manage Public Forms
      • Create new public form
      • Edit forms
      • Embed form into website
      • Analyze Forms
      • Delete form
    • Manage Email Templates
      • Create a New Email Template
      • Edit an Existing Email Template
      • Delete an Email Template
    • Manage Tasks
    • Manage Media & Files
    • Manage Campaigns
      • Customized Forms
      • WhatsApp Messages "soon"
      • SMS "Soon"
      • Email Marketing
    • Manage Automations
      • Leads Journey
      • Segments
      • Sequences
      • Chat Bot "Soon"
      • API and Third-party Integrations - "Coming Soon"
  • Account Management
    • Create an account
    • Reset & Change password
    • Deleting your account
  • Subscription and Pricing
    • Understanding Different Subscription Plans
    • Upgrade or Downgrade Your Plan
    • Cancelling your Subscription
    • Update your Payment method
  • FAQs
    • General FAQs
    • Technical FAQs
    • Billing FAQs
  • Contact Support
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How To?!

The String provides two layers of robust management and automation tools to elevate your business: Lead Management and Customer Management. Our platform is designed to streamline your marketing and sales processes, helping you achieve high levels of customer engagement, conversion, and retention.

  • Manage Leads: Efficiently manage and track leads with customizable pipelines and automated workflows.

  • Manage Customers: Track service requests, customer interactions, and contracts in a centralized system for better customer relationship management.

  • Manage Product & Service: Centralize and organize your offerings, including pricing, descriptions, and availability for streamlined management and enhanced customer experience.

  • Manage Public Forms: Public forms allow you to capture leads, gather feedback, and collect information directly from your customers or website visitors.

  • Manage Email Templates: Email templates streamline your communication process, ensuring consistency and saving time

  • Manage Team: Organize and oversee your team, including creating departments, adding team members, and assigning roles and permissions.

  • Manage Tasks: Create, assign, and track tasks within the platform for streamlined project management and improved team collaboration.

  • Manage Branches: Handle your business branches, including adding new branches, assigning agents, products, and customers to branches, and managing branch details.

  • Manage Media & Files: Organize and manage your media files with ease. Create folders, delete files, and control privacy settings for enhanced security.

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Last updated 10 months ago