Contacts

All Your Contacts At Your Fingertips.

Managing contacts shouldn’t feel like a scavenger hunt. Yet, here you are, sitting on the floor, digging through countless files, and switching endlessly between Excel sheets. Suddenly, you realise you’ve got John’s details instead of Joe’s, and the call takes an embarrassing turn.

Handling a business requires keeping an accurate log of all the contacts you create along the way. You don’t want to sit and manually create a contact after every business interaction

Common Barriers in Contact and Data Management

Redefining Contact Management for Smarter Connections

Simplify the way your team manages contacts with tools that ensure accuracy and foster collaboration

Eliminates Redundancy

Automated processes reduce repetitive data entry, minimizing errors and inconsistencies

Team Alignment

Centralised contact details ensure everyone has the latest information, improving teamwork

Complete History

Our database gathers past interactions, helping agents offer personalised support

Customer Satisfaction

Easy access to contact details helps resolve issues faster, increasing customer satisfaction

Ensures Accuracy

With all customer details centralized and real-time updates, agents have the right information

Connecting Teams for Smarter Workflows

Centralized Management

A Connect groups all tickets and data under one organization, making it easy to find and access everything in one place, reducing confusion and streamlining processes

Streamlined B2B Communication

By linking contacts and tickets to their organization, Connect ensures consistent communication across teams, improving efficiency and preventing lost information

Scalability for Larger Entities

Connects scale easily as your organization grows, ensuring that data, tickets, and contacts are organized and tied to the right entity, supporting smooth expansion

Ticket Aggregation and Insights

Connect aggregates all tickets, providing a clear view of key metrics like volume and SLA compliance, making it easier to track performance and spot trends

Improved Collaboration Across Teams

Centralized data allows teams from different departments or branches to access the same information, fostering collaboration, reducing duplication, and ensuring smooth operations

Glossary

A contact is an end customer who raises tickets, automatically saved as a contact when a ticket is created

Example: A customer emails about a broken laptop. The system automatically saves their email and details as a contact for easy follow-up.

Connect represents an organization, grouping all related tickets, contacts, and data under one entity

Example: All tickets raised by employees of “ABC Corp” are grouped under the company, making it easy to manage and track all their support requests in one place.

A Branch represents a specific location or division within an organization, allowing each division to maintain its own focused data while staying connected to the larger organization.

Example: ABC Corp has offices in New York and Chicago. Each office is set up as a branch to handle tickets and contacts specific to that location.

Associate links branches and contacts, providing an efficient way to unify organizational divisions and maintain clear relationships without duplication

Example: ABC Corp connects its New York and Chicago branches to the main company, so all data is organized under one system.