Helpdesk/CRM
Helpdesk module is a professional tool used for recording and handling requests and defects reported to the customer services department. Thanks to the integration with the CRM module it also allows to manage communication with the customers.
Key features and characteristics of the Helpdesk / CRM module:
The possibility of registration and tracking the requests (cases) reported to the customer services department
Unlimited number of cases, customers, users, etc.
The ability to automatically create and update cases based on the incoming email
Precise control over the email notifications
Ability to track the response time notification (SLA)
Ability to log time spent on dealing with the given case
Ability to assign products and services held by customers
Thanks to the integration with the CRM module ability to manage customers and contacts database as well as the related documents and history of the communication with the customers
Extensive statistics, reports on cases and the quality of service measurements (KPI)
In addition all shared functionality within the Exergy ERP platform
Please try the demo of the system we’ve prepared. There is also the possibility of preparing a dedicated and personalized installation to meet individual customer expectations. Should you have any questions, please feel free to contact us.