Features

Give your customers the solution they need from any time, anywhere.
Rich software features to help your agents deliver world class service to your customers.
WTM service CRM comes with todays all advance features that can create happy customers.

Ticket Management

Many channels one place for all ticket. Receive customer ticket through phone, email, customer portal, from your website. All these tickets get pulled into a convenient interface where you can respond to customer directly. Set contract with customer with service level agreement (SLA) and provide ease of services. Categorized tickets by department, agents with that department can reply to that ticket.

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Dashboard

WTM Service CRM dashboard gives a real-time snapshot of your customer service component. With the help of WTM Service CRM dashboards, you can easily visualize the patterns and data flow in serving and happiness of your customer. For instance, you can have look at the ticket closing average response time, customer query this month, tickets by status, overdue customer tickets.

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Service CRM Customization

You can customize WTM Service CRM according to your business needs in just few clicks. It enables you to add new custom form fields in modules. Custom filed can be any type such as pick list, currency, radio button, auto number filed, checkbox etc. Ticket status can be customized. Layouts can be customized. Email template, ticket template, sms template can be created right from Setup.

Custom Report (Analytics)

WTM Service CRM provides fully customizable reports in all the modules (Tickets, Contacts, Accounts, Task, Solutions, Time-entry and Products). We have different category of reports Standard report, summary report and matrix report. We provides various features such as cross-linking modules, aggregate functions, advanced and standard criteria, Three-level column grouping, public/private folders to restrict accessibility. Report scheduler can schedule report to send report as Excel file through email. In addition, pre-created standard reports are already available in various modules. You can group various tickets by their departments.

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Service Home

Get fully functional home designed to service your customer in friendly way. It shows you pending tickets and pending tasks. It visualize matrix of ticket activities of last 7 days.

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