Agents help IT services firms stay responsive to clients as project and support needs change.
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.
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.
Keep approved client agreements moving to signature.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
Keep client call transcripts in reach for account follow-up.
You can read the full transcript on the right customer's call timeline before following up, without searching for the recording.