Retain your customer files in one location

Store customer information, documents, and files in one central location.

StartingPoint digital file library
  • Is your customer information stored in various places within your company?
  • StartingPoint’s File Library allows your customers to upload and share documents with you and your team. Your team can also upload and share documents to your customers. Easy, efficient, and secure.

SIMPLIFY YOUR CUSTOMER EXPERIENCE AND OPERATIONS

is a SaaS customer operations and experience platform for service-based companies, firms, and teams to simplify customer on-boarding, project management, helpdesk and service management, team management, and communication. StartingPoint can be deployed and customized in one hour, no actions take more than 5 clicks, and is simplified for non-technical business leaders and teams.

client-LABELED INTERFACE

Have the ability to maintain your logo, brand, and simplify engagement with a single portal for all customers

File storage

Securely allow customers to upload, retain, and file documents to be shared between your customer and your team

TEAM MANAGEMENT

Add team members to the platform to be focused on providing amazing support

Workflow Automation

Create efficient workflow within your company to ensure your customer needs are met

Custom FAQs

Develop FAQs that can be retrievable by your customers to provide self-service