Track customer contacts through prospecting, closing, and up-selling for a complete history of communications.
Assign cases to a workgroup for support team collaboration. Escalate cases/tickets without having to email documents and case history.
Send standard emails to address common problems using standard templates to ensure current and consistent messaging.
User-based customized views of tasks, appointments, and cases available to service personnel on any browser.
Create announcements and default dashboards for each service manager. Dashboards and favorites link to real-time information in tabular or graphical form.
Send notifications by email when data is updated or whenever a set of pre-defined conditions are met.