Comprehensive customer relationship management and communication at your fingertips
Customer Relations
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Customer data platform (CDP) with comprehensive customer profiles and images
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Extensive demographic and psychographic status profiling and market segmentation
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Limitless, user defined status links for client segmentation and contact management
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Client identification using RFID, QR and barcode cards with card design and printing
Communications
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Integrated e-mails, SMSs, faxes and soft phone dialling with communication history
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Electronic document management and e-filing with security lock, fast search and retrieval
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Fast bulk communication blasts distributed via e-mail, SMS, fax and postal services
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Customer communication tracking by staff profile, integrated to staff tasks and activities
Service Tickets
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Service ticket system integrated to the customer data platform, communications and accounts
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Fast ticket creation from your webpage, mobile device or LAN / WAN computer
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Immediate confirmation receipt sent to customer via e-mail or SMS (text)
Support Requests
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Fast capture of an error or support request, with allocation of severity status, support category and resolution progress
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Identify delivery location for the required support - used in INNkeeper and REALtor
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Fast staff to ticket assignment with unlimited additional assignments to escalate support
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Deadline target date allocation, progress tracking and time spent per assignment
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Capture unlimited photo images per staff assignment with photo feed from mobile phone
Resolution Progress
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Support progress dashboard with large screen display and running totals for created, closed and open tickets
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View large screen display in four simultaneous views with real-time ticket count for today, the last 24 hours or a user specified date range
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Knowledge base of common support issues or requests with fast search and retrieve of error diagnosis with resolution instructions
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Fast SMS progress reports and e-mail diagnosis with resolution instructions to customer
Task Management
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Staff task and activity scheduling with priority settings and progress tracking
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Pop-up task and activity reminders with messaging across LAN’s and WAN’s
Reporting
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Standard system reports with extensive data, status and timeline filters
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Reporting consoles with extensive filters for user designed reports and BI statistics
Deployment
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Local server or computer
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Distributed replicating servers
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Cloud server
Training
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Full documentation (SOP based)
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On-site, in person training
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Live online or webinar training
Support
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Business hours phone and mail
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Online chat and remote access
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Live 24/7 emergency support
CiMSO HELPdesk
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Identify Software Suite
Comprehensive CRM software with powerful client identification capability includes the following products:
→ CLIENTmanager
→ CLUBmanager
→ WORKflow
→ HELPdesk
