Build and Implement Simple Automated Workflow to Streamline Actions

Create customized efficient workflow for your services-based team

Make work easier through automation

Create working groups of team members to identify roles and functions

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.

Structure rules to guide the right inquiries to the right team member

Automate the delivery and assignment of inquiries, tasks, and jobs to the right team member for quick and accurate management and response.

Assign customers to specific team members for priority handling and care

Develop strong customer success and account management capabilities by assigning your top customers to your top service team members.

SIMPLIFY YOUR CUSTOMER EXPERIENCE AND OPERATIONS

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.

CLIENT-LABELED INTERFACE

Have the ability to maintain your logo, brand, and simplify engagement with a single portal for all customers

SERVICE MANAGEMENT

Drive streamlined communication for your customers and clients in one portal for all employees to assist

FILE STORAGE

Securely allow customers to upload, retain, and file documents to be shared between your customer and your team

TEAM MANAGEMENT

Add team members to the platform to be focused on providing amazing support

WORKFLOW AUTOMATION

Create efficient workflow within your company to ensure your customer needs are met

CUSTOM FAQS

Develop FAQs that can be retrievable by your customers to provide self-service