Empower your shared services team to easily do more with less resources
Simplify the systems and processes use to reduce the SaaS tools used within your team to help your internal customers.
Make responses, projects, questions easier for your team through the development of templates and the development of a FAQ section for self-service.
Retain all conversations, requests, inquiries, and files so all team members can help any colleague at any time.
StartingPoint 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.
Have the ability to maintain your logo, brand, and simplify engagement with a single portal for all customers
Drive streamlined communication for your customers and clients in one portal for all employees to assist
Securely allow customers to upload, retain, and file documents to be shared between your customer and your team
Add team members to the platform to be focused on providing amazing support
Create efficient workflow within your company to ensure your customer needs are met
Develop FAQs that can be retrievable by your customers to provide self-service
