Features
Automation & Workflow
Automation and Workflow in ClearCRM automate repetitive support tasks, like ticket assignments or escalations, streamlining processes and improving efficiency.
Automation is critical for scaling support operations. Without it, manual tasks can overwhelm teams, leading to delays or inconsistent service.
ClearCRM’s Automation and Workflow save time, ensure consistent service, and improve support efficiency. This enhances customer satisfaction and drives scalability.
Set conditions to automate actions like ticket assignment
Automated Actions And Triggers
Automated Actions and Triggers in ClearCRM set conditions to automate actions like ticket assignments or status updates, streamlining support workflows.
Automated actions are essential for efficient support. Without them, manual processes can lead to delays or errors, harming customer satisfaction.
ClearCRM’s Automated Actions and Triggers save time, ensure consistency, and improve support efficiency. This enhances resolution times and customer trust.
Route tickets or tasks for review and approval
Approval Processes
Approval Processes in ClearCRM route tickets or tasks for manager review and approval, ensuring compliance and accuracy in support workflows.
Approval processes are critical for quality control. Without them, unapproved actions can lead to errors or non-compliance, risking customer trust.
ClearCRM’s Approval Processes ensure compliant, accurate support, reducing errors and risks. This improves service quality and enhances customer satisfaction.Automation and Workflow in ClearCRM automate repetitive support tasks, like ticket assignments or escalations, streamlining processes and improving efficiency.
Automation is critical for scaling support operations. Without it, manual tasks can overwhelm teams, leading to delays or inconsistent service.
ClearCRM’s Automation and Workflow save time, ensure consistent service, and improve support efficiency. This enhances customer satisfaction and drives scalability.
Design workflows that match your team’s process
Custom Workflows
Custom Workflows in ClearCRM design tailored support workflows, ensuring alignment with your team’s specific processes and needs.
Custom workflows are essential for unique support requirements. Without them, generic workflows may not align, reducing efficiency and effectiveness.
ClearCRM’s Custom Workflows improve alignment, streamline processes, and enhance support efficiency. This ensures tailored service and drives customer satisfaction.
Stay updated with alerts for key support activities
Notification And Alert Systems
Notification and Alert Systems in ClearCRM provide real-time alerts for key support activities, like ticket updates or escalations, ensuring timely action.
Alerts are crucial for responsive support. Without them, missed updates can lead to delayed resolutions or customer frustration.
ClearCRM’s Notification and Alert Systems improve response times, ensure timely actions, and enhance customer satisfaction. This drives efficient support outcomes.
Automatically assign tickets to available team members.
Auto-Assignment Of Tickets
Auto-Assignment of Tickets in ClearCRM automatically assigns tickets to available agents based on expertise or workload, ensuring efficient issue handling.
Auto-assignment is essential for streamlined support. Without it, manual assignments can lead to delays or misrouted tickets, harming service quality.
ClearCRM’s Auto-Assignment of Tickets improves efficiency, ensures accurate routing, and enhances response times. This drives customer satisfaction and support quality.
Trigger escalation when SLAs or thresholds are unmet
Escalation Rules
Escalation Rules in ClearCRM trigger escalations when SLAs or thresholds are unmet, ensuring critical tickets receive prompt attention.
Escalation rules are critical for timely issue resolution. Without them, unresolved tickets can linger, leading to customer frustration and churn.
ClearCRM’s Escalation Rules ensure prompt issue handling, improve resolution times, and enhance customer satisfaction. This drives reliable support outcomes.
Execute actions based on ticket age or inactivity
Time-Based Automations
Time-Based Automations in ClearCRM execute actions like notifications or escalations based on ticket age or inactivity, ensuring timely support processes.
Time-based automation is essential for proactive support. Without it, inactive tickets can be overlooked, leading to delayed resolutions and dissatisfaction.
ClearCRM’s Time-Based Automations improve response efficiency, ensure timely actions, and enhance customer satisfaction. This drives reliable support and loyalty.Auto-Assignment of Tickets in ClearCRM automatically assigns tickets to available agents based on expertise or workload, ensuring efficient issue handling.
Auto-assignment is essential for streamlined support. Without it, manual assignments can lead to delays or misrouted tickets, harming service quality.
ClearCRM’s Auto-Assignment of Tickets improves efficiency, ensures accurate routing, and enhances response times. This drives customer satisfaction and support quality.
Start fast with ready-made workflow templates
Workflow Templates
Workflow Templates in ClearCRM provide ready-made support workflows, enabling quick setup for common processes like ticket routing or escalations.
Templates are vital for efficient workflow setup. Without them, creating workflows can be time-consuming, delaying support improvements.
ClearCRM’s Workflow Templates save time, ensure consistency, and streamline support processes. This enhances efficiency and drives high-quality service.
Features
Customization & Branding
Customization and Branding in ClearCRM allow you to personalize the platform’s interface, emails, and portals with your brand’s logo, colors, and style.
Branding is critical for professional customer interactions. Without customization, generic interfaces can weaken brand identity and customer trust.
ClearCRM’s Customization and Branding enhance professionalism, strengthen brand identity, and improve customer trust. This drives loyalty and engagement.
Use your brand's logo for a personalized CRM interface
Custom Logo
Custom Logo in ClearCRM lets you use your brand’s logo in the CRM interface, ensuring a consistent, professional look across all interactions.
A branded logo is essential for reinforcing brand identity. Without it, a generic interface may reduce professionalism and customer recognition.
ClearCRM’s Custom Logo enhances brand consistency, improves professionalism, and strengthens customer trust. This drives engagement and loyalty.
Send emails through your own SMTP servers for better deliverability
Use Your Own SMTP And Emails
Use Your Own SMTP and Emails in ClearCRM sends emails through your own SMTP servers, improving deliverability and ensuring branded communication.
Custom SMTP is critical for reliable email delivery. Without it, generic servers may lead to spam flags or inconsistent branding.
ClearCRM’s Use Your Own SMTP and Emails improve deliverability, ensure brand consistency, and enhance communication reliability. This drives engagement and trust.
Set your company email for outgoing messages and notifications
Custom Outbound Email
Custom Outbound Email in ClearCRM sets your company email for outgoing messages and notifications, ensuring consistent branding and professional communication.
Custom emails are essential for brand consistency. Without them, generic emails can weaken brand identity and reduce customer trust.
ClearCRM’s Custom Outbound Email enhances professionalism, strengthens brand identity, and improves communication trust. This drives engagement and loyalty.
Store and manage physical or billing addresses for customers
Addresses
Addresses in ClearCRM store and manage customer physical or billing addresses, ensuring accurate data for shipping, billing, or territory management.
Address management is crucial for operational accuracy. Without it, incorrect addresses can lead to delivery errors or billing disputes, harming customer trust.
ClearCRM’s Addresses feature ensures data accuracy, streamlines operations, and improves customer satisfaction. This supports efficient billing and delivery processes.
Create fields tailored to your specific business data needs
Custom Fields
Custom Fields in ClearCRM create tailored fields for capturing specific business data, like customer preferences or project details, beyond standard fields.
Custom fields are essential for flexible data capture. Without them, limited fields can restrict data collection, hindering personalization and efficiency.
ClearCRM’s Custom Fields improve data accuracy, streamline workflows, and enhance personalization. This drives better customer interactions and operational efficiency.
Claim Your Deal