Create customized efficient workflow for your services-based team
Assign team members to specific groups based upon their roles and functions within your company, organization, or department so that you can build workflow to help them perform their duties.
Automate the delivery and assignment of inquiries, tasks, and jobs to the right team member for quick and accurate management and response.
Develop strong customer success and account management capabilities by assigning your top customers to your top service team members.
StartingPoint is a SaaS customer operations and experience platform for service-based companies, firms, and teams to simplify customer on-boarding, project management, helpdesk and service management, team management, and communication. StartingPoint can be deployed and customized in one hour, no actions take more than 5 clicks, and is simplified for non-technical business leaders and teams.
Have the ability to maintain your logo, brand, and simplify engagement with a single portal for all customers
Drive streamlined communication for your customers and clients in one portal for all employees to assist
Securely allow customers to upload, retain, and file documents to be shared between your customer and your team
Add team members to the platform to be focused on providing amazing support
Create efficient workflow within your company to ensure your customer needs are met
Develop FAQs that can be retrievable by your customers to provide self-service