Phaseware Tracker

Phaseware Tracker

Verified

PhaseWare Tracker is a highly focused customer support and help desk solution that helps your customer support team provide a five-star experience for your clients. 

The system automatically notifies you whenever clients report or escalate existing issues, freeing up your attention to focus on the customer. 

Robust applications for help desk and customer service can be supplemented with a web self-service portal for your clients, or a knowledge management suite to improve your support team's training process. 

The client self-service center frees up your support staff while allowing customers to report issues, check for status updates on existing tickets, or access FAQs and other learning tools. 

We like PhaseWare Tracker's user-friendly interface, which offers excellent access to your database of information. Quickly generate reports using the 80+ templates included with the solution, or dig deep into your client interactions using the data field and customer incident search functions. 

Your business doesn't have to skip a beat with Tracker, which is usually up and running within a day or two of installation. And of course, you will receive the royal treatment when it comes to PhaseWare customer service. Tracker's support team offers highly individualized customer service to fit each organization's unique needs. 

Tracker can be scaled to fit your service center size, whether you need one license or 1,000. Affordable prices make PhaseWare's solution accessible to any organization dedicated to excellent service. The solution supports Windows and Mac operating systems, and is compatible with all major web browsers. Flexible deployment options include on-premise installation, a hosted solution or Software-as-a-Service.  


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.phaseware.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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Phaseware Tracker Video Demo


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