Account management

See every customer and contact touchpoint across your TSP—from open service tickets, planned and past purchases, projects in flight, and even financial data such as past payments, open invoices, and collection activity.

Give every member of your TSP access to customer history for a transparent view of all inbound and outbound communication with your customers. You can leverage this information to help make customer calls more relevant and timely.

Predefined support and service processes help ensure that technical issues and follow-up activities are handled effectively and consistently every time— providing your customers with the service experience they deserve.

Always know where you stand with your customers— whether they’re current, have unpaid invoices, and more. Leverage KPI’s to help you forecast your pipeline and ROI by customer, or across your entire client base.

Lock down margins and set automatic pricing rules. Don’t leave profitability to chance. Rules can be unique to each customer, service, equipment type or any other variable you define.

Take advantage of clear lines of communication, an efficient ticketing process, and everything you need to provide exceptional service delivery.

Simplify the reporting process by viewing project, service, marketing, sales, and financial data from a single pane of glass.