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Service features

Deliver Exceptional Customer Support

Manage tickets, respond faster, and keep your customers happy — all in one place.
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Features

Ticket Management

Ticket Management: Efficiently manage incoming support requests from email, chat, or CRM. Assign priorities, track status, and collaborate internally to ensure nothing falls through the cracks.
  • Ticket Management
  • Efficient Ticket Management
  • Ticket Status Tracking
  • Ticket Priority Management
  • Ticket Categorization
  • Automated Ticket Routing
  • Ticket Merging And Splitting
  • Ticket History And Audit Trail
  • Custom Ticket Fields
  • Bulk Ticket Actions
  • Ticket From Chat
  • Ticket From Email
  • Ticket Creation From CRM Records
  • Multi-Channel Ticket Creation (Email Chat)
  • Ticket Escalation Workflows
  • Integration With Ticketing System
  • Chat-To-Ticket Conversion
  • Ticket Volume And Trends
  • Auto-Assignment Of Tickets

Features

Knowledge Base & Self-Service

Knowledge Base & Self-Service: Empower customers to find answers fast with searchable help articles, FAQs, and multilingual support. Reduce ticket volume and boost satisfaction.
  • Knowledge Base & Self-Service
  • Knowledge Base
  • FAQ Management

Features

Customization & Branding

Customization & Branding: Tailor your customer support experience with custom logos, tags, pipelines, fields, and task statuses that reflect your brand and workflows.
  • Customer KB Portal
  • Content Categorization And Tagging

Features

Customer Feedback & Surveys

Customer Feedback & Surveys: Collect valuable insights with built-in CSAT, CES, and NPS surveys. Automate feedback collection and use analytics to improve your service quality.
  • Article Feedback And Ratings
  • Customer Feedback & Surveys
  • Customer Satisfaction Surveys
  • Net Promoter Score (Nps) Surveys
  • Customer Effort Score (Ces) Surveys
  • Feedback Widgets
  • Survey Automation
  • Feedback Analytics And Reporting
  • Customizable Survey Templates
  • Multichannel Survey Distribution
  • Feedback And Survey Results

Features

Support & Services

Support & Services: Access onboarding help, live chat support, success managers, and tutorials. Everything you need to get up and running—and keep improving.
  • Multilingual Support

Features

Live Chat & Messaging

Live Chat & Messaging: Engage customers in real time with live chat. Convert conversations into tickets, collaborate internally, and keep context using CRM-linked messaging.

  • Live Chat & Messaging
  • Chat Analytics And Reporting
  • Reference CRM Records in Chat
  • Customer Live Chat Support
  • Chat Internally Or With Customers

Features

Reporting & Analytics

Reporting & Analytics: Monitor team performance, ticket trends, resolution times, and customer satisfaction—all in customizable dashboards built for support teams.
  • Reporting & Analytics
  • Standard Dashboards
  • Standard Reports
  • Agent Performance Metrics
  • Customer Satisfaction Analytics
  • Customizable Dashboards
  • Custom Reports
  • Exportable Reports
  • Scheduled Report Delivery

Features

Automation & Workflow

Automation & Workflow: Speed up response times and improve consistency with automation. Use triggers, time-based rules, auto-routing, and approval workflows to streamline your support process.
  • Automation & Workflow
  • Automated Actions And Triggers
  • Custom Workflows
  • Time-Based Automations
  • Workflow Templates

Features

Other Service Tools

Other Service Tools: A mix of enhancements like content versioning, survey widgets, SLA management, and escalation flows to round out your support capabilities.
  • Internal Notes And Collaboration
  • Service Level Agreement (SLA) Management
  • Article Versioning And History
  • Searchable Content
  • Access Control For Articles
  • Integration With CRM Records
  • First Response And Resolution Time Tracking
  • Approval Processes
  • Notification And Alert Systems
  • Escalation Rules

One Platform. Everything You Need.

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Frequently Asked Questions

CRM stands for “Customer Relationship Management” and includes the processes used by organizations of all sizes for retaining existing customers and acquiring new ones. The term CRM often refers to CRM software platforms which are used by nearly all businesses to manage customers and contacts, organize the sales pipeline, and produce reports that show the health of the business.

Our CRM automates lead capture, organizes contacts, and tracks sales pipelines with visual deal progression, ensuring no opportunity is missed.

Yes! ClearCRM automates follow-ups, reminders, and task assignments, so small businesses can engage customers effectively without needing a large team.

Absolutely! ClearCRM integrates seamlessly with email, marketing, and invoicing tools, ensuring small businesses can manage everything in one place.

Yes! ClearCRM is designed for small businesses and startups, offering simple pricing, quick setup, and an intuitive interface, so you can start growing your business immediately.

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