Customer Relationship Management

Simplify your customer management with an intuitive, user-friendly platform designed to centralize all customer information. Whether it’s contracts, tickets, or critical tasks, easily organize and customize your setup to fit your workflow and specific business needs.
Customer  Relationship

Centralize and Customize Your Customer Data

Comprehensive View of Customer Data

Easily organize and display everything important to your business. Customize your CRM to showcase contracts, tickets, and vital tasks, streamlining your processes and ensuring you have all the critical information readily available.

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Seamless Team & Customer Connectivity

Connecting Customers, Office Teams, and Drivers

With real-time updates and automated workflows, your entire team stays connected and informed. Assign and track collections, tickets, billing statuses, and other daily tasks effortlessly. The platform centralizes all customer interactions, making communication seamless and reducing errors. Automating processes like billing cycles and extra services allows you to focus on improving customer service without manual oversight.

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Access All the Data You Need

Contracts & Agreements

Easily view attached agreements, contract details, and other key variables relevant to your operations, ensuring nothing is overlooked.

Property Information

Get a complete view of property data for each customer, including ownership details, property type (public or private), address, company number, VAT, and more. Seamlessly pull this information from integrated sources, keeping your records accurate and up to date.

Collection & Ticket History

Empower your team to track past events with ease. View historical collections, tickets, solving time, responsible employees, and payment statuses in one place. Gain valuable insights with filtered overviews, making it easy to analyze performance and respond to customer queries.

Ownership

Access in-depth information about property ownership structures. See personal details about owners, co-owners, landlords, and their relationship to the property. Make informed decisions with all the data you need at your fingertips.

All customer data you need

Contracts & Agreements

Each customer page presents the most relevant data and variables for your customer in an easy-to-navigate table. Data such as attached agreements and contract details are readily displayed.

Property information

Discover comprehensive details on each customer page. Our module is expertly designed to showcase property ownership, address, property type (public or private), Company number, VAT, and other pertinent data from imported sources or integrations.

Collection, and ticket history

Able your employees to view previous events and tickets, and backtrack as needed. Gain a filtered overview of historical collections, solved tickets, reported tickets, solving time, responsible employees, and payment statuses.

Ownership

Obtain detailed information regarding the property's owners and ownership structure. Access personal details of the owner, including their relationship to the property (owner, co-owner, landlord, etc.).

Ticket Management

Customer overview

See logged events, collections, payments, and ticket history, including time stamps and internal employees. Ticket overview can be filtered and adjusted to the default view for individual users.

Ticket Types & Automation

Directly assign a customer ticket with a few clicks. Customized customer tickets do not have to be similar to driver tickets or other ticket categories, allowing for different workflows based on who reported the ticket.

Cross team collaboration

With just a few clicks, you can reassign tasks or transfer tickets to your team members. Immediate notifications are sent to all involved parties, which helps streamline the workflow and foster collaboration among teams or team members.

Client Portal

Customers can access their tickets through the client portal, which shows the tickets labeled as customer tickets. The client portal can also be linked with public records or other digital identification tools.

Power Up Your Customer Service Experience

Bulk Create & Edit
Instant Overview
Easy Ticket Management
Bulk Create & Edit

Manage multiple containers or customers at once with the ability to bulk create or edit cases. Change key details like responsible parties or case status in seconds, giving your team the flexibility to manage high volumes without missing a step.

Instant Overview

Quickly access all customer information with dynamic search functions and auto-completion. Customize sortable lists with your choice of columns and save filters for future use. For a visual approach, view selected data on dynamic maps or track progress through visual process overviews, keeping your customer service team on top of everything.

Easy Ticket Management

Handle multiple cases with just a few clicks. Easily create and manage tickets, filter cases by need, and receive notifications when a case requires follow-up. All communications and case histories are stored together, ready to print for public records or compliance needs.

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