Plug and play customer experience solution to present your company and customers as a market leader
Enable your customers to perform all actions with your company so that you have a record of all interaction and can respond quickly to address their needs.
Implement a simple customer experience solution allowing your customers to not have to do any action with more than a few clicks
All customer requests, inquiries, projects, tasks and reports can be viewed within the platform to manage all activity. Your customers, team members, and business leaders can see everything.
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