ProjexTeam™ offers a feature-packed suite of support tools designed to nurture and maintain relations with your valuable customer base.
Ticketing System
Customer support starts with tickets. Why? Because support tickets provide an ideal solution for managing pre-sale, post-sale and ongoing support requests, regardless of your industry. Tickets can help your team prioritize tasks, group relevant documents and data, assign responsibility for response to issues based on expertise and availability, and establish a basis for continuous improvement.
Using ProjexTeam™, organizations can implement a simple, organized customer support dashboard that is easy to learn and use. Designated support agents are notified by e-mail as new issues/inquiries arise, and data added to and from support tickets and replies (internal notes, ticket responses, attached documents, etc.) is also visible directly within your platform’s contact manager … painting a clear picture of all recent and past online interactions.
Key features of ProjexTeam’s ticketing system include:
- Auto-sync with existing contact data
- Reply templates for common inquiries/issues
- AI crafted and enhanced ticket summaries and replies
- Human agent oversight/editing opportunities for all AI generated content
- Support for an unlimited number of human support specialists/agents
- Support team roles (support manager, support agent, etc.)
Project Management Tools
Seamless agile project management capabilities are available within ProjexTeam™ to ensure the success of customer support projects (e.g. onboarding, end user training for purchased goods, return authorizations).
As with many other tools in our platform, ProjexTeam’s project management tools are tightly integrated with your contact management system, ticketing system and related workflows. Key features include:
- Infinite Assignees – Your entire team can participate, ensuring maximum flexibility.
- Unlimited Projects – Manage any number of projects with complete freedom. No per project costs
- Unlimited Tasks & Subtasks – Add unlimited tasks, split them into bite-sized subtasks and make every project a walk in the park!
- Multi-Stage Workflows – Slice your projects into phases, or stages, unveiling each key step or milestone for a clearer and more transparent workflow!
- Drag-and-Drop Interface – Task assignments (cards) can be moved effortlessly between project stages.
- Frontend Portal – Share project boards with team members and customers through personalized project portals for any time, anywhere access.
- Kanban View – Simplify multi-stage workflows with a powerful Kanban view, ensuring smooth progress from beginning to end!
- Table View – Gain detailed insights on open tasks and progress in a structured tabular format.
- Calender View – View task deadlines in a calendar view … perfect for monitoring timelines, due dates, and team schedules at a glance.
- Template Creation – Turn common projects into templates, reducing setup time and enforcing consistency.
- Priority Management – Set task priorities (low, medium, high) to ensure that assignees understand the importance of each task.
- E-Mail Notifications – Keep assignees in the loop as your projects unfold.
- File Sharing – Enhance communication by sharing unlimited files and resources.
- Reporting – Access every detail of your ongoing projects and team contributions on one page, ensuring nothing is overlooked!
