Preview: Customer Service Management module for Perfex CRM
Note: This is a module for
Perfex CRM. Not a standalone script.
Table of Contents
Brief description
Customer Service Management Module is a comprehensive suite of tools that businesses use to streamline and enhance their customer support operations. It serves as a centralized platform that lets companies manage customer inquiries, track interactions, and provide timely and personalized support across multiple customer service channels.
Module Features
- Dashboard
-
SLAs:
- SLAs Management
- Violation Ticket Management
-
KPIs:
- KPIs Management
- Violation Ticket Management
- Workflow Management
- Category Management
- Scanned Mail Management
-
Tickets:
- Ticket Management
- Stage Management
- Ticket Workflow Management
- Ticket Action Management: Post Reply, Post Internal Note, Dept Transfer, Assign Ticket
- Ticket History
- Customer Related Information
-
Settings:
- General Settings
- Mail Scan Rules: Blocked Senders, Blocked Subject, Blocked Phrases, Allowed Senders, Allowed Subject, Allowed Phrases
- Email Template Management
- Support Term & Conditions
- Prefix Settings
-
Client Portal:
- Dashboard
- Ticket Management
- Rating Management
Demo
Customer Service Management Demo
Set-up
Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.
Support
Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.
Changelog
Version 1.0.0 / 2024-07-26
Initial version
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