Retain your customers through efficient operations and measured customer service and account management
Get rid of your shared e-mail inbox and use a simple helpdesk system to accept e-mails, create tickets, and respond to your customers and clients quickly.
View and track support tickets, shared files, team responses, onboarding status, and project progress to have one full view of your customers and clients.
Accept e-mails and route support requestsv via workflow and automation while measuring CSAT with ratings and SLA measurements to increase your customer satisfaction.
is a streamlined workflow automation solution tailored for professional services and shared services companies and teams. Use workflow and AI to use a simple CRM, customer onboarding templates, project management templates, helpdesk ticketing, resource scheduling, file storage, and communication—all in one platform. With easy deployment and no task requiring more than five clicks, it is designed with business leaders and teams in mind being the ultimate solution for efficiency.
Use automated rules with templates to quickly streamline actions, tasks, and notifications within your team and customers
Manage your customers engagements using tasks, time tracking, approvals, conditional logic, escalations, and share with your customer
Track and respond to customer questions and requests to measure customer satisfaction
Assign your team and your customers tasks to complete objectives in a collaborative way
Create proposals for prospects or current customers utilizing AI to drive revenue
Use a simple CRM to manage your leads, pipeline, invoice, and see a full lifecycle of your customers
Assign work to team members who have available hours based on current or upcoming work
Securely allow customers to upload, retain, and file documents to be shared between your customer and your team
Allow your executive team and management to know the health of all customers at any time
