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Mobile to Salesforce.com in one click | dftly


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Bring everyone
and
everything
into Salesforce

1 click access
from your mobile app
to your
Salesforce data
 

Get
Started

dftly Mobile Apps

Easy-to-use, consumer-friendly
mobile apps that work directly with information in Salesforce

dftly Base is the technical infrastructure for integrating any mobile app with Salesforce Sales
Cloud. It includes an in-app help desk with Live Chat, Case Creation and FAQs. dftly Mobile Apps, on
the other hand, are specific, use-now apps built on top of dftly Base.

dftly Base

dftly Base

The technical infrastructure for any mobile app to leverage two-way
communication with Salesforce. Live Chat, FAQs, Cases, etc. work directly with Salesforce.

dftly Time Tracker

dftly Time Tracker

Quick and easy way to keep track of employee/contractor work times on
their mobile phones, with data appearing automatically in your Salesforce.com org.

dftly Base

New Apps

Check back here regularly. We are always building new apps.

Features

dftly enables you to create
consumer-friendly mobile apps that work directly with information in the Salesforce Sales cloud




Connect Customers

Build deep relationships thru two-way communication with Salesforce.
Customers register on your mobile app, data in Salesforce in one click.




Live Chat

Give your customers one-click access to your agents – an assigned
agent will see your customer’s complete details pop right up in their Salesforce screen.




Cases

Enable your app customers to raise Cases directly in your app. Your
agents in Salesforce see these as regular Cases.




FAQs

Help your app customers help themselves – by accessing your FAQs from
inside your app; happy customers, lesser work for everyone.




Notifications

Push notifications when issues are answered, Cases are closed,
whatever – automatically or manually from Salesforce to your app.




Device Profile

Your app customers’ phone make, model, OS, form factor – a whole lot
of detail, all available for analysis within Salesforce

In-app FAQs

Help your customers help
themselves!

  • Reduce calls to your support center
  • Empower your customers to help themselves
  • Searchable in-app FAQs, when your customer needs it
  • Set up FAQs once online; make it available everywhere.

In-app Chat

Make it easy for your customers to
reach out via Chat.

  • Keep customers in-app for support and feedback
  • Simple and intuitive in-app chat; as easy as using Whatsapp
  • Chat requests handed off to logged-in, available agents.

In-app Cases

Solve your customers’ issues
quickly.

  • Allow your customers to raise support cases, in-app
  • Process in-app cases like cases from any other channel
  • Keep your customers within your app, even for support issues
  • Notify your customers when their case is resolved.

Integrations

Keep all customer interactions
together

Organize all of your customer interactions in one place with our automatic integration with
Salesforce. Connect with your customers in every channel that they choose. From call center to
in-app chat to web; bring every customer communication together for a truly omnichannel
experience.

Salesforce Integrations

Working with a different CRM, but want to help app customers dftly? Talk to us, we may be able to help!

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Contact Us

Email us, snail mail us or send us a message below and someone
will get back to you ASAP

Tell us!

 

Impel LLC 6168 Montgomery Place
San Jose CA 95935
info@pk4385708235.wpcomstaging.com

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Address

PK4 Tech LLC
6017 Snell Ave #925
San Jose, CA 95123

Contact

+1-408-878-3100
info@pk4.tech
2021