- Account management which includes a history and up to date record of every interaction, every Deal created, sales order booked.
- Enable Contact roles that specify the part that each Contact plays in the business process.
- Master data of Accounts, Contacts, and related processes..
- Account sanitization to ensure duplication is avoided and data are up to date.
CLZ Lite CaseZ
Account and Contact Management
Case Management
A case is a customer’s question, feedback, or issue. Kohinoor group receives various service tickets from its customers, case management helps them standardize and automate the processes.
- Channels to raise cases – Email-to-Case for emails, Web-to-Case for websites
- Configuration of case stages and issue categories. Case flags to track the status of the case and its progress.
- Set up queues and assignment rules for case assignment.
- Auto-response rules for sending responses to customers on receipt or closure of a case.
- Escalation rules – You can set up an escalation rule to perform an action when a case has been unresolved for a specific number of hours.
- Case closure reason validation to ensure the cases are closed with the appropriate reason.
- Set up business hours.
Web-to-Case
Gather customer support requests directly from your company’s website and automatically generate up to 5,000 new cases a day with Web-to-Case.
- Help your organization respond to customers faster, improving your support team’s productivity.
- Offers users a way to gather information in a more focused format.
- Ability to create a simple public case submission page on your own website with your own branding and styling.
Email-to-Case
Lightning Platform automatically creates cases and auto-populates case fields when customers send messages to the email addresses you specify. Efficiently resolve customer inquiries via email without having to install the Email-to-Case agent software.
- Allows you to set up a dedicated email address for customers to email when they have a support question or issue.
- An email subject line could become the title of a brand-new case.
Task Management
- Lightning Platform enables you to take notes and Log a Call on any object such as Lead/Deal/Quote/Order. You can get the complete log of activities performed on a certain Lead/Deal.
- Create tasks for yourself or anyone in your team and track the progress of the task.
- Create events and add them to the calendar to remind you on the respective dates.
Reports and Dashboards
Lightning Platform offers a powerful suite of reporting tools that work together to help you understand and act on your data. We will customize 5 reports as per your requirement and enable them on a dashboard.
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Plans starting at
₹
199000