CLZ Lite CaseZ

Account and Contact Management

  • 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.

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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We’re here to help you manage through uncertain times with the world’s #1 CRM Lightning Platform.

Plans starting at

₹
199000
(Only available for Indian customers)