Account management ensures that the clients’ needs are met and that services are provided to the highest standards. Manage all the details pertaining to a client starting from calls, tickets, contacts etc at one place.
One place to manage all your accounts
Manage all customer queries from the account management interface. In once glance get the complete account details and manage it easily. Quickly navigate to accounts and get to know the overall details of an account.
CTI (Cloud Telephony Integration) feature
Using Fonezela’s CTI Feature, whenever a customer calls his accounts details will automatically popup in the agents CRM interface. Assign a dedicated customer relationship manager for an account. Calls from customer can be configured to reach the relationship manager automatically.
Real-time activities of an account
Use the account management dashboard to get a real-time view of activities pertaining to the account. Add to-do lists for the tasks related to customers and track it at one place and optionally share it with the customer via email.
Track tickets based on individual accounts
Manage and track the tickets on account basis. Schedule reminders on per task basis as well as per account basis. Maintain to-do list on per task basis.
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