Management of the Counter channel, with simplified customer information search through monitoring of inbound and outbound contacts. Call Center management, with the ability to transfer contacts to other authorized profiles. Contact management via Web Portal, ensured through integration with the Netaweb module.

During customer contact, it is possible to attach application documents, photos, technical drawings, etc., with electronic document storage within the CRM, which is also designed to integrate with external document management systems.

There are processes in place for managing basic information, relationship and role management between entities, process and role management, and flexible workflows to characterize the status in which an entity may find itself.

Management of the product catalog process, guided supply lifecycle management through effective workflows, comprehensive management of quotations including tracking of any site inspections, and drafting and sending of the formulated proposal to the customer.

Comprehensive management of scheduling/appointment processes, with work orders generated from CRM processes and synchronized with the originating process, without operational burden on the operator.

Dashboards and reporting related to commercial and technical management, with a drill-down approach on processes, work orders, supplies, and quotations.

The features of the User Dashboard/Supply Dashboard enable a complete view of the user, with detailed and historical information that supports more accurate service management tailored to specific needs.

Specific KPIs for commercial and technical service quality are always available through dashboards and reports, ensuring more timely and effective decision support, with the goal of monitoring and improving the quality of the relationship with end users/customers.

Native integration of user-related data (contacts, actions) ensures a single point of access within the organization, centralizing information and simplifying interaction.

The ease of integration with third-party applications, high configurability, and an effective user experience that promotes learnability help accelerate time-to-market for new features available to operators, contributing to improved operational efficiency.

The ability to perform cross-channel analysis of user contact points ensures effective engagement, retention, and usage, while also supporting potential improvements through targeted promotional campaigns.

The depth and breadth of integrated user information enable detailed and accurate communication, contributing to the enhancement of overall satisfaction levels.