Customer Service

Accept and process customer requests from various channels. Set up a customer service and support in Planfix CRM platform.

Install
Description
Content
Owner
Price

Manage customer requests from different communication channels quickly and efficiently by setting up a support service. This ready-made configuration allows you to:

This configuration allows you to receive requests from different channels
Quickly get advice from colleagues or managers by associating them with tasks
See them in a shared queue
Features configuration
This configuration's communication with Customer Service is similar to regular correspondence with a typical messenger, social media platform, or email.
The supervisor has his workspace to manage the support team and monitor the status of customer requests.
A workspace screen displays all necessary information for employees.
Automated scripts monitor and manage various aspects of staff work, such as assigning tasks, tracking response times, and generating reports. They help ensure that tasks are handled efficiently and effectively and can also provide valuable data for analyzing and optimizing customer support experience.
Custom reports provide summary information about all requests received in a given period.
You can start using the configuration immediately or customize it to meet your company's needs.
This ready-made solution is a great opportunity to get started with Planfix
If you haven't
signed up yet
If you're already rockin'
Planfix Install solution
Feel free to use other ready-made Planfix solutions,
either individually or in combination
Management
Project Management Internal Projects and Tasks Solution Task Management 2.0
Finance and Accounting
Income and Expenses Accounting
Productivity
Task Management
HR Management
Time-Tracking: Working & Leisure Time
Customer Service
Customer Service
Sales and CRM
CRM: Customer Request Management
Ready-made Solutions

Package

Employee groups
Customer Service Add Support Team employees to this group.
Robots
Robot Morty Robot that performs automatic actions.
Directories
Response database A directory where you can add prepared responses for frequently asked questions.
Task fields
First employee response This field holds the time of the first response, which is recorded in the corresponding report.
Task statuses
Awaiting response Requests are changed to this status when the customer responds.
Colleague assistance needed When a task has this status, a member of the support team can ask a colleague for help.
Manager assistance needed This status should be used when a request can only be addressed with the help of a supervisor or higher-level manager.
Task processes
Customer Service This process holds all customizable automation.
Task templates
Request All messages are created using this template.
Reports
Requests by Employee for the Last Month A report that shows the number of completed requests for each employee for the past month.
Wait Time for the First Response for the Last 30 Days A report that tracks the first response time for each customer and outputs the average for the day across all employees. The report also shows average response time over the last 30 days.
Average Time in Progress for the Last 60 Days This report tracks the total time that each request has had the status "In progress," groups by employee, and outputs the average for the last 60 days.
Requests by Channel for the Last 60 Days This report counts the total number of requests received through different communication channels in the last 60 days.
Processed/Not Processed for the Last 30 Days A report that shows how many requests have been completed in the last 30 days and how many are still in progress.
Planners
Support Team Planner A working area where everything is set up for support staff.
Manager's planner In this planner, supervisors or managers can monitor support team work and help team members solve problems.
Task filters
Active This shows all requests that are still being worked on.
Complete This list shows requests that have been processed.
Virtual email addresses
support A virtual email address where you can forward emails from your company mailbox.
Workspaces
Customer Service A work environment that displays only objects and entities that are related to this configuration.
This ready-made solution is a great opportunity to get started with Planfix
If you haven't
signed up yet
If you're already rockin'
Planfix Install solution
Feel free to use other ready-made Planfix solutions,
either individually or in combination
Management
Project Management Internal Projects and Tasks Solution Task Management 2.0
Finance and Accounting
Income and Expenses Accounting
Productivity
Task Management
HR Management
Time-Tracking: Working & Leisure Time
Customer Service
Customer Service
Sales and CRM
CRM: Customer Request Management
Ready-made Solutions

Owner

Planfix Lab
Installed: 22
Planfix Lab
This ready-made solution is a great opportunity to get started with Planfix
If you haven't
signed up yet
If you're already rockin'
Planfix Install solution
Feel free to use other ready-made Planfix solutions,
either individually or in combination
Management
Project Management Internal Projects and Tasks Solution Task Management 2.0
Finance and Accounting
Income and Expenses Accounting
Productivity
Task Management
HR Management
Time-Tracking: Working & Leisure Time
Customer Service
Customer Service
Sales and CRM
CRM: Customer Request Management
Ready-made Solutions

Solution Price:

Free
This ready-made solution is a great opportunity to get started with Planfix
If you haven't
signed up yet
If you're already rockin'
Planfix Install solution
Feel free to use other ready-made Planfix solutions,
either individually or in combination
Management
Project Management Internal Projects and Tasks Solution Task Management 2.0
Finance and Accounting
Income and Expenses Accounting
Productivity
Task Management
HR Management
Time-Tracking: Working & Leisure Time
Customer Service
Customer Service
Sales and CRM
CRM: Customer Request Management
Ready-made Solutions