Dashboard
Interact flexibly with each customer activity showing status, information as needed.
The intuitive drag and drop interface allows transparency of information between customer and business. Your business and your customers have the same view of Interactions so everyone knows where they are up to.
Everyone also has visibility of the next steps in the interaction process guide the customer though what happens next.
Help and Guidance
Your own Company specific knowledgebase articles are available to your staff and customers. Each Activity has a help document to guide user accessible directly when using the form for in-context help.
Help Articles can be restricted to customer or internal views, so internal documents are one visible to your employees.
Interactions
Interactions, information, meetings, activities and files can be accessed and completed ready for review at any time without resorting to searching for information in emails. If you work in multiple locations, remote access aids your productivity. Alerts and notifications are provided when work is due to be completed.
Calendar
Each customer and company view their own calendar to see booked appointments.
Appointments booked via forms can be seen in one location.
Synchronise appointments with your personal calendar.
Operations
Manage the pipeline of work in your business knowing immediately the critical activities and status.
Simplify the work you need to do to provide great customer service.
Manage staff access to information, procedures, help.
Ensure that consistent customer service is provided through transparent information and repeatable steps.
