The fully integrated CRM will help you deliver the best customer service experience as possible to your clients.

Ticket Management

Ticket Management enables you to track any issue, item, process or task with a comprehensive project management style.

Manage ticket lifecycle, with dashboards and reporting so nothing is left behind.  Tasks are tracked and assigned to any resource within your company, and with unlimited rich note taking and full document management all the details of any situation can be digitized.

Process Management

The ultimate feature of our Service CRM is the process management aspect of Ticket Templates.  Any recurring process can be documented as a template, so the appropriate tasks, notes and documents automatically walk anyone through a new process; standardizing how everyone in your company handles that particular issue or task.

This process standardization is exactly what any payroll company needs that are working on their SAS 70 audit.