AI-Agents for Client Services Managers in Client Services working with Kintone
kintone is a fully integrated social collaboration and customizable business application cloud platform that allows internal and external teams to solve business process inefficiencies through database and work flow-driven custom apps, communication and collaboration. kintone can be used for custom CRM, Project Mangement, SCM and much more.
Send Client Contracts
Keep client agreements moving and see who needs a signing follow-up.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Works with
24 tools
24 tools
Create Support Cases
Send flagged client problems to support with an issue type and priority.
Customer problems reach your support queue, and the case number appears on the account for easy follow-up.
Works with
9 tools
9 tools
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