Service

A CRM’s services module helps manage customer support and call centers. It can help with

1. Service management Track service calls, performance, and SLAs. It can also help manage service requests, billing, and technicians

2. Service agreements Define the resources used for a service visit, and how they are invoiced to the customer.

3. Service orders Manage information about scheduled and unscheduled service visits. This includes the type of service, the hours required, and any expenses.

4. Service stagesMonitor progress and control what actions are enabled in each stage.

5. Customer issues Use AI and rules to classify, prioritize, and assign customer support inquiries to the best-suited agent.

6. Customer satisfactionAllocate service call requests to the most relevant service personnel to maximize resource utilization and minimize response times.