Many channels one place for all ticket. Receive customer ticket through phone, email, customer portal, from your website. All these tickets get pulled into a convenient interface where you can respond to customer directly. Set contract with customer with service level agreement (SLA) and provide ease of services. Categorized tickets by department, agents with that department can reply to that ticket.
You can customize WTM Service CRM according to your business needs in just few clicks. It enables you to add new custom form fields in modules. Custom filed can be any type such as pick list, currency, radio button, auto number filed, checkbox etc. Ticket status can be customized. Layouts can be customized. Email template, ticket template, sms template can be created right from Setup.
WTM Service CRM provides fully customizable reports in all the modules (Tickets, Contacts, Accounts, Task, Solutions, Time-entry and Products). We have different category of reports Standard report, summary report and matrix report. We provides various features such as cross-linking modules, aggregate functions, advanced and standard criteria, Three-level column grouping, public/private folders to restrict accessibility. Report scheduler can schedule report to send report as Excel file through email. In addition, pre-created standard reports are already available in various modules. You can group various tickets by their departments.
Get fully functional home designed to service your customer in friendly way. It shows you pending tickets and pending tasks. It visualize matrix of ticket activities of last 7 days.