Customer Management
Store and manage complete customer information like contact details, billing addresses, communication preferences, etc.
Group customers based on relevant criteria for targeted contract offerings.
Integrate with existing CRM systems for a holistic view of customer interactions and contract history.
Asset Management
Record and track all customer assets associated with the contract, including type, location, serial number, and warranty information.
Integrate with asset tracking systems for real-time updates on asset status and performance.
Define SLAs specific to certain customer assets for precise performance expectations.
Service Level Agreements (SLAs)
Create and store standardized SLA templates for different service types and customer segments.
Define specific metrics to measure service performance, such as uptime, response time, and resolution rates.
Track SLA compliance in real-time and generate reports for performance analysis.
Receive alerts for potential SLA violations to ensure prompt corrective action.
Quotes & Approvals
Generate personalized quotes based on customer needs, chosen services, and SLAs.
Define multi-stage approval processes for quotes, involving relevant stakeholders within your organization.
Capture customer approvals electronically for faster contract finalization.
Track all changes made to quotes and approvals, maintaining a complete audit trail.
Start a free trial today
Get your team the tools they need to achieve peak performance
