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Udjat customer experience

Transparent followups.
Clear work. No guessing.

Udjat Agency customers stay connected to their work through a structured follow-up system: Udjat CRM, WhatsApp groups, emails, and direct calls or meetings.

The right channel for the right conversation

UDJAT / CUSTOMER VIEWLIVE
Project visibilityAlways within reach
Project workspaceAvailable
Latest activityVisible
Files & approvalsOrganized
Support historyTraceable
One source of truthUdjat CRM →
OUR FOLLOW-UP PROMISE

You should never have to wonder where your project stands.

Transparent follow-up is not sending more messages. It is giving every update, request, approval and decision the right place.

Udjat combines structured project visibility with human communication so customers can follow progress without managing the agency themselves.

01 / UDJAT CRM

Your project. Your files.
Your progress.

Udjat CRM is the secure customer workspace that keeps your engagement organized and accessible. It turns project information into a clear customer experience.

01

One clear project view

See project progress, milestones, tasks, priorities and the work currently moving forward—without chasing scattered updates.

02

Files stay connected

Access shared documents, approved materials and project files in the context where they belong.

03

Visible tasks and milestones

Understand what is planned, what is in progress and what has been completed across the agreed scope.

04

Comments with context

Discuss a task or deliverable directly beside it, reducing lost instructions and avoidable misunderstandings.

05

Time and activity visibility

Follow recorded activity and project movement through a reliable timeline instead of depending on memory.

06

Commercial documents together

View relevant proposals, estimates, invoices, contracts and payment records from one secure customer area.

07

Support requests that stay traceable

Submit and follow support tickets so every request has a status, conversation and accountable history.

08

Access from any device

Open Udjat CRM from your phone, tablet or computer whenever you need a current project reference.

Designed for clarity—not complexity.

You see the information relevant to your engagement and permissions. Internal agency administration remains separate, while your customer view stays focused and useful.

More ways to stay connected

Digital visibility.
Human communication.

Not every conversation belongs in the same channel. Udjat uses each method deliberately to preserve speed, context and accountability.

02WA
Fast coordination

WhatsApp groups

A shared space for quick questions, practical coordination, timely confirmations and day-to-day communication with the relevant Udjat team.

Best for— Quick clarifications— Meeting coordination— Urgent operational context— Short approvals when appropriate
03@
Formal communication

Email

The right channel for structured updates, official approvals, reports, commercial documents and information that needs a clear written record.

Best for— Reports and recaps— Formal approvals— Contracts and invoices— Detailed feedback and attachments
04
Alignment and decisions

Calls & meetings

Direct conversations help resolve complex subjects, review strategy, discuss performance and make decisions that need real dialogue.

Best for— Strategic discussions— Complex feedback— Performance reviews— Planning and decision sessions

The communication map

Know where every conversation belongs.

A simple shared rule keeps information easy to find and decisions easier to confirm.

When you need to…UseWhy
Check progress, tasks or filesUdjat CRM

The current project record stays available in one place.

Ask a quick operational questionWhatsApp group

The relevant team can coordinate quickly.

Send formal approval or detailed feedbackEmail

The message and attachments create a reliable written record.

Resolve a strategic or complex subjectCall or meeting

A direct conversation creates faster alignment.

Raise and follow a support requestUdjat CRM ticket

The request keeps its status, ownership and complete history.

A clear rhythm

Follow-up from kickoff to completion.

The exact rhythm is agreed according to the project scope, pace and team. The principle remains consistent: important information stays documented, visible and connected to a next action.

Explore the Udjat workflow →
  1. Kickoff & accessYour channels, contacts and Udjat CRM access are introduced.
  2. Plan & ownershipScope, priorities, milestones and responsibilities become clear.
  3. Work & updatesProgress is documented while quick coordination stays easy.
  4. Review & decisionsFeedback, approvals and next steps are captured in context.
  5. Reporting & continuationOutcomes are reviewed and the next commercial decision is defined.

Questions, answered

Transparent follow-up FAQ

Clear expectations make the working relationship stronger.

What is Udjat CRM?

Udjat CRM is Udjat Agency’s secure customer workspace. Depending on your engagement and permissions, it provides access to relevant projects, tasks, milestones, files, activity, commercial documents and support requests.

Does Udjat CRM replace WhatsApp and email?

No. Udjat CRM is the structured project record. WhatsApp supports fast coordination, email supports formal communication, and calls or meetings support complex discussion and decision-making.

Can I use Udjat CRM on mobile?

Yes. The customer area can be accessed from a phone, tablet or computer through a modern web browser.

Where should approvals be sent?

The appropriate approval channel is agreed during kickoff. Formal or commercially important approvals should normally be documented through email or the relevant project record rather than left only in an informal message.

Who joins the WhatsApp group?

The group includes the customer representatives and relevant Udjat contacts needed for practical coordination. Participation may change according to the project stage and scope.

How often are meetings held?

Meeting frequency depends on the agreed scope, project phase and decision needs. Udjat favors purposeful meetings with a clear subject, the right participants and documented next steps.

Work with clarity

A strong partnership should always feel visible.

Discuss your project with Udjat Agency and discover a working system built around clear ownership, accessible information and purposeful communication.