Customer Service

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ABOUT THE MODULE

The Customer Management Tool is designed to help businesses streamline interactions with clients, enhance communication, and improve customer retention. This tool enables organizations to store and manage customer information, track interactions, and automate follow-ups to ensure a seamless client experience.

Workflow Management

Optimize business operations with structured workflows that enhance efficiency and automation.

Category Management

Organize and manage products, services, or customer data through customizable category structures. 

Scanned Mail Management

Digitally process, categorize, and store scanned mail for streamlined document handling.

Ticket Management

Track, assign, and resolve customer inquiries efficiently. 

Stage Management

Define and monitor the progress of customer tickets at every stage. 

Ticket Workflow Management

Automate ticket routing and ensure smooth issue resolution. 

Ticket Action Management

Perform actions such as posting replies, adding internal notes, transferring between departments, and assigning tickets. 

Ticket History

Maintain a full audit trail of ticket interactions for transparency and accountability. 

Customer-Related Information

Access relevant customer details directly from support tickets for personalized service.

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