Best Customer Self-Service Software

Customer self-service software provides a platform for end users, prospects, or customers to access information and perform tasks without the need for live chat or customer support representatives. Companies utilize the tools to provide around-the-clock support for customers, visitors, and employees to access information. These products provide support in a variety of ways. Many come in the form of web portals where simple, commonly asked questions are answered in the form of an interactive FAQ. Others are more consumer based, allowing users to complete tasks like performing self-checkouts and retrieving product information. Others function over the phone to guide users through a purchase or support process. Many utilize live chat tools to interpret text and interact with AI platforms. Help desk software is geared toward providing similar assistance, but those require human or AI assistance from the provider’s end. Social customer service software can be confused with customer self-service products as well. Those tools, though, are meant to aggregate social data and respond directly to users needing assistance via social media platforms.

To qualify for inclusion in the Customer Self-Service category, a product must:

  • Provide information to users without human interaction
  • Assist end users in completing common tasks
  • Provide 24-hour support to end-users seeking assistance
  • Organize and distribute information for commonly asked questions
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    Salesforce Service Cloud
    (452)4.2 out of 5
    Optimized for quick response
    Optimized for quick response

    Salesforce Service Cloud is a customer relationship management (CRM) platform for customer service and support, built on the company's CRM software for sales professionals. Service Cloud gives you a 360-degree view of your customers enabling you to deliver smarter, faster, and more personalized service. Salesforce is the leader for CRM customer engagement. With Service Cloud, you can automate service processes, streamline workflows, and surface key articles, topics, and experts to transform the agent experience. Connecting one-to-one with every customer, across multiple channels and on any device, was never easier.

    Zendesk brings businesses and customers closer together. Zendesk is a customer service platform. It's designed for companies that want to create customer relationships that are more meaningful, personal, and productive. Zendesk helps companies provide great support and then mature with self-service and proactive engagement. Zendesk is the leading cloud-based customer service software solution trusted by more than 64,000 customers in 150 countries worldwide. Companies such as Groupon, Box, and Zappos are using Zendesk to lower costs, raise productivity, and increase customer satisfaction. Loved by both customer service teams and their customers for its beautifully simple interface, Zendesk is easy to try, buy, implement, and use. Zendesk seamlessly integrates all of your support channels including email, web, chat, and social media. Deploy to as many customer service agents as you need whether it's 5, 50, or 500. Zendesk has been deployed by companies with thousands of agents and with tens of thousands of tickets each day. Zendesk is the proven cloud-based customer service software solution that is the fastest way to enable great customer service in companies of all sizes and industries. Zendesk is so easy to use, it is loved by support teams and their customers worldwide. You can access Zendesk anywhere, from any device

    Freshworks' cloud-based customer support software, Freshdesk, makes customer happiness refreshingly easy. With powerful features, an easy to use interface, and a freemium pricing model, Freshdesk enables companies of all sizes to provide a seamless multi-channel support experience across email, phone, web, chat, forums, social media, and mobile apps. Freshdesk’s capabilities include robust ticketing, SLA management, smart automations, intelligent reporting, and game mechanics to motivate agents. Freshdesk is part of the Freshworks product family, whose products include Freshservice IT Service Management Software, Freshsales CRM Software etc. – with more than 150000+ customers worldwide, including Hugo Boss, Toshiba, Cisco, Honda, The Atlantic and QuizUp.

    Zoho Desk
    (705)4.4 out of 5
    Optimized for quick response
    Optimized for quick response

    Provide a great customer support experience with Zoho Desk. Prioritize, manage and close an ever-increasing volume of requests that reach your organization through a variety of channels. Build and publish a support knowledge base. Analyze and improve the performance of your customer support team. Zoho Desk is a flexible, Cloud-based help desk support software with Contextual AI that allows you to provide the support experience your customers deserve.

    LiveAgent helps businesses improve customer interactions across email, live chat, phone & social networks. Companies like BMW, Huawei, O2 or Forbesfone use LiveAgent to deliver customer wow to 150M end users worldwide. LiveAgent's biggest advantage is the ability to seamlessly combine all communication channels in one platform. Equip your team with LiveAgent's state of the art features and watch your customer satisfaction rates skyrocket. And remember, great customer service starts with better help desk software. Additionally, and in cooperation with a variety of third-party software companies, LiveAgent offers a selection of broader customer relationship management (CRM) applications, such as marketing and sales force automation. It is a customisable solution that can scale as small companies grow their customer base and online services. LiveAgent is offered as both Web-based (cloud) software and on-premise installations. The cloud option is priced on a per-user per-month basis by number of agents, and the on-premise options use the up-front pricing model, based solely on number of agents. 170+ Features included: -POP3 accounts -Email piping -Forwarding -Departments -Priorities -Statuses -Tags -Rules -Ticket Routing -Canned/Predefined messages -Email templates -Voice integration -Real-time website monitoring and statistic -Chats -Facebook/Twitter integration -Knowledgebase -Live Suggestions as you type -Feedback and Contact forms -Agent rating, Gamification -Multilingual -Ticket Filters -File sharing and attachments -Chat button templates and much more. Get started with a 14-day free trial (no credit card required)

    Extremely flexible and easy to use customer support management and help desk application that is built for business to business (B2B) and designed to grow with you. With a focus on internal collaboration your support team can respond to and resolve customer issues faster and easier to deliver an exceptional customer experience. TeamSupport is ideal for B2B technology and software development companies, but the flexible and intuitive design makes it a great choice for any company with an external-facing support team. TeamSupport features include advanced customer service portals, best-in-class reporting, live chat, ticket automation and escalation, screen recordings, multi-channel support and much more. TeamSupport has a host of integrations including Jira, Slack, Salesforce, HubSpot, Oracle, Highrise, Mailchimp, Dropbox, Zoho CRM & Reports, Beanstalk, and more.

    Helpshift is the leader in conversational customer service. Used by leading brands such as Microsoft, Supercell, Xfinity, Tencent, Virgin Media and BBVA, Helpshift engages consumers across any device, app or website with a messaging-based service experience. Enterprise capabilities such as customizable Bots, a high deflection knowledge base, and an AI-powered case management system helps leading brands deliver superior customer service with unbeatable cost and scale. Helpshift's platform includes native functionality such as in-app and web messaging, integrated bots, AI-powered in-app and web knowledge base, an enterprise-grade case management system, proactive messaging, and conversational surveys, making it easy for companies to provide a best-in-class customer service. Start your free trial today: https://signup.helpshift.com/free-trials/

    HubSpot is a leading growth platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 56,500 total customers in more than 100 countries use HubSpot’s award-winning software, services, and support to transform the way they attract, engage, and delight customers. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to Grow Better. HubSpot Service Hub is customer service software that makes it easy to manage and connect with customers, and truly help them succeed. You’ll make customers happier, keep them longer, and grow your business faster. With Service Hub, you can create a frictionless customer experience and turn happy customers into growth. Service Hub has all the tools you need to delight customers at scale.

    Live chat and website visitor tracking software to increase sales and improve customer service. See and have live conversations with your website visitors. Increase sales conversions by accessing an insightful list of visitors, prioritized on their lead score.

    Salesforce Customer Self-Service helps customers find answers fast, on their own terms and time frame. It gives your customers the self-service portals, discussion forums, and access to the answers they need quickly, anytime, and from their laptop, tablet, or mobile device.

    Wix Answers is the help desk software built and used by Wix to support over 120 million users. Users can add customer support in the form of a help center to their websites. It's free to use.

    Help Scout scales like any other help desk, but the customer experience feels personalized like email. Help Scout is ideal for companies of all sizes, and specifically companies with 11+ users. Help Scout's clutter-free features keep teams of any size on the same page. With best in-class-reporting, integrated knowledge base, robust API and tons of integrations, and free iOS apps and Android app to support customers on the go, Help Scout lets your team focus on what really matters: your customers. Help Scout is used by companies that insist on a delightful customer experience. Trusted by 7,000 customers in 70+ countries including KissMetrics, Buffer, GrubHub, AngelList and Timbuk2.

    Re:amaze
    (63)4.7 out of 5
    Optimized for quick response
    Optimized for quick response

    Re:amaze is a helpdesk and customer messaging platform designed for websites, stores, and apps. Use Re:amaze to provide exceptional customer support through live chat, email, social media, mobile SMS/MMS, and FAQ Knowledge Bases. Businesses of all shapes and sizes also rely on Re:amaze for sales and marketing automation using features such as Re:amaze Cues (a way to automatically message online customers), Re:amaze Live Dashboard (to monitor online customer activity in real time), and send customer satisfaction surveys (to gauge service quality and gather feedback). Re:amaze offers native integrations with many popular 3rd party apps such as Slack, Shopify, BigCommerce, Stripe, MailChimp, Google (Analytics, Tag Manager, Suite), ShipStation, Klaviyo, and much more. Businesses can also use a single Re:amaze account to manage customer service for multiple businesses or stores with the Multi-Brand feature.

    WalkMe™ is the pioneer of the Digital Adoption Platform (DAP) — an enterprise-class guidance, engagement, insights, and automation platform. As the digital revolution transforms the workplace and customer preferences, WalkMe’s holistic approach simplifies enterprise systems, customer-facing sites and mobile apps for the overwhelmed user. WalkMe’s DAP enables the creation of interactive on-screen sequences that guide and engage users throughout any digital experience. Powered by AI and machine learning, WalkMe’s context-intelligent algorithm streamlines digital adoption internally and externally, ensuring that the right users receive the right information exactly at the moment of need. With WalkMe, employees are more efficient and productive, customers stay loyal and engaged, and businesses enjoy the full value of their digital assets. WalkMe’s platform is used by over 2,000 enterprises including 35 percent of Fortune 500 companies across all industries.

    Kayako
    (70)4.0 out of 5
    Optimized for quick response
    Optimized for quick response

    Kayako is effortless customer service software that helps teams be more productive and build customer loyalty. Unlike legacy support tools, Kayako brings together your multi-channel conversations and customer information, so you can support customers as a team and keep the personal touch, even as you grow.

    Jira Service Desk is Atlassian's service desk software for modern IT teams. It delivers an effortless service experience, adapts to your support needs, and promises set up time and pricing at a fraction of competitors. Reshape what IT means to your business at www.atlassian.com/servicedesk.

    Whatfix is a leading Digital Adoption Platform that helps companies deliver modern and easy onboarding, effective training and better support to users through contextual content displayed at the time of need. Whatfix powers-up software solutions by lending incredible simplicity, intuitiveness and personalization. Several Fortune 500 enterprises worldwide trust Whatfix to ensure quick ROI on their technology investments and improve end-user productivity and performance.

    Oracle Service Cloud, part of the Oracle CX Cloud Suite, is a cloud-based, omnichannel solution that captures a 360-degree view of every customer in a dynamic and unified agent desktop. Oracle Service Cloud’s innovative approach is driven by knowledge, automation, and evolving customer interaction channels, simplifying every service experience for service administrators and customers alike. By helping to differentiate your organization's service experience, Oracle Service Cloud delivers measurable business impacts across all industries. This flexible and scalable platform includes: Web Customer Service: Oracle’s Web Customer Service is a highly interactive and customized experience that lets customers engage with your business on their own terms via online or mobile devices. Powered by a customer portal, a syndicated widget framework, and self-learning technology, customers can self-serve by leveraging a dynamic knowledge base, Facebook pages or peer-based community, reducing operational cost costs. And they can escalate to assisted service via live chat, messaging, social networks like Twitter, email, or call appropriate agents to resolve their unique needs via intelligent routing. More and more, organizations can engage in automated or proactive service through virtual assistants, chat bots, or the Internet of Things. Cross-Channel Contact Center: Oracle’s Cross-Channel Contact Center empowers organizations to provide immediate, consistent, and even proactive service across multiple channels. By bringing together all customer interactions in a desktop or mobile application– from email, telephony, live chat, co-browse, SMS, messaging, or video chat–into one unified agent desktop, the Cross-Channel Contact Center captures a unique 360-degree view of every consumer, guiding agents to seamless resolution. The agent desktop can be dynamically delivered based upon brand or role, providing all relevant information (such as billing, orders, and commerce data) at the agent’s fingertips. Field Service Management (Formerly TOA Technologies): Built on a time-based, self-learning and predictive technology, Oracle’s Field Service Management automates and optimizes operations that take place in the field. By leveraging predictive forecasting tools, it eliminates customer uncertainty, exceeds their expectations, and ensures timely job completion all while increasing organizational productivity and efficiency. Knowledge Management: Oracle’s Knowledge Management provides a fully integrated cloud knowledge management solution that delivers a seamless and consistent experience across all channels, from self-service and contact centers to communities and social sites. It is the backbone of every omnichannel service strategy, increasing customer loyalty and organizational efficiencies across the board. Policy Automation: Oracle Policy Automation (OPA) delivers Smarter Advice. Smarter Advice empowers organizations to provide a more personal, richer interaction with customers.  OPA enables organizations, in any industry, to easily automate business process, rules, regulations and organizational policies. OPA automates decisions and delivers personalized experiences, provides agile management and increases transparency and compliance..

    LiveHelpNow help desk software suite facilitates real time, omnichannel customer service communications via Live Chat, SMS, Email, Facebook and Twitter. Top rated by Business.com 8 years running, Inc 500 fastest growing companies list 3 years in a row. 8k+ implementations, with over 2k implementations in Enterprise arena. Starting only at $18.90 per month per agent on annual contract.

    As the market leader in Automated Customer Experience (ACX), Ada personalizes customer engagement by putting the power of AI in the hands of the people who know your business best. With Ada, it's simple for non-technical teams to build an automated, enterprise-class chatbot platform that solves 70%+ of customer inquiries.

    HappyFox
    (38)4.5 out of 5
    Optimized for quick response
    Optimized for quick response

    Happyfox is a practical help desk software which provides multi-channel support for customer requests coming from email, web, phone and social media. Happyfox integrates with business applications for Accounting, customer feedback, CRM, commerce and so on. iOS, Android and Windows version of the app enable to provide support through smartphones and tablets. Community forums and knowledge base helps customer provide instant support and connect with each other.

    Clean, simple and intuitive, KnowledgeOwl takes the complication out of building and maintaining a knowledge base for your customers and employees. No distractions or cumbersome setups - just no-nonsense knowledge base software, ready to improve knowledge retention and customer satisfaction. And if you do need us, our friendly support team are always here to help you get the most out of your KnowledgeOwl subscription. Our customers' favorite features include: - Table of Contents Organization and Navigation - Advanced Security and Restricted Access options - WYSIWYG Editor, aswell as ability to edit source HTML - Mobile Responsive and Optimized out of the box - Full Branding and Theming Control

    Solvvy
    (20)4.8 out of 5
    Optimized for quick response
    Optimized for quick response

    Solvvy delivers an effortless customer experience by immediately resolving customer issues using machine learning and artificial intelligence. Solvvy automatically indexes and learns from your knowledge base and prior successful agent resolutions. Solvvy customers are able to reduce ticket volume and operating costs while improving customer satisfaction by enabling their customers to self-serve across web, mobile and chat.

    SnapEngage is the premier omnichannel messaging platform. Since 2008, we've partnered with businesses to transform customer engagement throughout the customer lifecycle, positively impact KPIs, and drive measurable business outcomes. Our clients consistently experience increased sales conversions, increased CSAT/NPS, and reduced cost-per-interaction after implementing SnapEngage. Our fully-featured, secure solution for sales and support teams offers robust CRM & Help Desk integrations, is HIPAA & PCI compliant, and includes advanced analytics to prove ROI. Every day, SnapEngage drives positive outcomes in the following verticals: SaaS & Technology, Healthcare, E-Commerce & Retail, Travel & Hospitality, Real Estate, Insurance, Government, Education, Nonprofits, and more. We're ready to partner with you to transform your customer engagement. Contact our Solution Specialists today to schedule a live, fully-customized product demo tailored to your business goals and service requirements.

    Moxie is changing the way eCommerce is done. Moxie anticipates what customers want, connecting and engaging with them through the entire digital journey across devices. Through Moxie’s solutions, including Live Chat, Email, Knowledge, and Web Self-Service companies have the ability to deliver the right engagement offer via the right channel to increase total customer value. More than 600 of the world’s leading brands in financial services, healthcare, high-tech, retail and travel and hospitality rely on Moxie to build loyalty and drive customer conversion and revenue.

    Microsoft Dynamics 365 for Customer Service provides a unified platform that makes information available across engagements—so agents offer the consistency and personalization customers expect.

    Panviva is reinventing the omni-channel customer experience and empowering its clients to deliver real-time information to further boost customer retention, loyalty and growth in today’s digital era. Only Panviva software enables companies to serve-up a seamless, consistent, personalized and responsive omni-channel customer experience. Companies around the world and across multiple industries rely on Panviva to help revitalize their business and customer engagement strategies.

    Aspect CXP Pro empowers enterprises to deploy contact center & customer engagement self-service solutions on voice (IVR), text/messaging (chatbots), and mobile channels (disposable apps) with a design-once-deploy-anywhere approach. CXP Pro speeds up time-to-market, lowers customer service cost through automation, lowers average handling time (AHT), frees agents from repetitive tasks, improves the customer experience through 24/7 availability, and increases first contact resolution (FCR).

    Salesforce Knowledge lets you create and manage a knowledge base with your company information and securely share it when and where it's needed.

    8,000+ companies provide personal support at scale with Groove’s Shared Inbox, Knowledge Base, and Reports. All without breaking the bank.

    MindTouch
    (36)4.4 out of 5
    Optimized for quick response
    Optimized for quick response

    MindTouch is a SaaS company building self-service software that scales. Based in San Diego, MindTouch was named one of the 2017 Hot 100 best privately held software companies by JMP Securities and is customer-obsessed with 43 million monthly users. Learn more at www.mindtouch.com. Steve and Aaron met at the Advanced Systems Research Team at Microsoft. Steve was perplexed by the persistent lack of innovation around knowledge documentation systems. To Aaron, it seemed that every company was developing knowledge silos in every department. These silos were preventing companies and their customers from finding the answers they need to be successful. They realized that organizations were being held back by bad software. People were struggling with PDFs that were not mobile-friendly, expensive federated search systems that often did not work, and knowledge base systems that could not scale to the organizational need. At the same time, they recognized that people do not want to be guided, forced, or supported—they want the freedom to self-serve knowledge on demand. Together they designed an innovative, scalable knowledge system to meet certain requirements: - Deploy quickly with a turnkey setup - Customizable without costly services engagements - Extend into CRM software, websites, and product interfaces - Use machine learning to continually improve every time it is used It was time to revolutionize documentation. It was time to allow users to self-serve expert knowledge on demand. We call it MindTouch. MindTouch is a smarter knowledge base that improves support agent productivity, increases ticket deflection, and fuels self-service support. MindTouch allows support teams to create and publish content into a customizable self-service experience. Extra capabilities include multiple API endpoints, CRM integrations, and powerful reports. With MindTouch, your customers find your expert knowledge whenever and wherever they need it.

    A fully integrated IT Help Desk and Asset Management solution for small to mid-sized organizations.

    Inbenta, a global leader in artificial intelligence, utilizes patented natural language processing technology to provide a highly accurate search solution for customer support, e-commerce and chatbots. Inbenta's semantic search engine understands & delivers results based on the meaning behind customers’ search queries, not the individual keywords, leading to improved customer satisfaction, lower support costs and stronger ROI. The result: industry-leading 90%+ self-service rates.

    Salesforce Essentials makes it possible to tap into the power of Salesforce to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain — for just $25 per user per month. Because this small business software is built on the world’s #1 CRM, small businesses don’t have to worry about outgrowing their CRM — they can upgrade quickly and easily with Salesforce when they're ready. With Essentials, you can sell faster with a customizable view of all your sales details. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. You can also access and update your data anytime with the Salesforce mobile app. Once you close a deal, Essentials also includes a ton of customer service for small business productivity tools to help you make every new customer a loyal one. You can automate repetitive tasks, route questions to the best team member, and help customers help themselves with a branded self-service portal.

    Vision Helpdesk is 12 years young and serves 15000+ customers, It offers best customer service tools - solution for every size business. 1) Help Desk Software (Multi Channel Help Desk) 2) Satellite Desk (Multi Company / Brand Help Desk) 3) Service Desk (ITIL / ITSM Desk) - PinkVerify Certified Vision Helpdesk offers SaaS and Download version of above all products. It starts as low as $8 per mo per staff agent.

    Teamwork Desk is customer-centric helpdesk software that lets you put people first. We know that your customer’s experience is your priority. No matter the interaction, you want them to come out of it happier than when they started. Software can’t do that for you. But it can help you to do it better. Teamwork Desk gives you all the features you need — like shared inboxes, help docs, priority tickets, collision detection, canned responses, customer happiness surveys, and productivity indicators — to enable your team to keep customers at the heart of everything you do.

    EasyVista simplifies IT Service Management by making it easy to use and easy to deliver for today’s enterprise. EasyVista’s service management platform was created to help companies automate and personalize service delivery to improve IT efficiency and increase staff productivity. Today, EasyVista helps 1,000+ enterprises around the world radically improve service user experience, dramatically simplify and accelerate service creation, and reduce the total cost of IT service delivery. EasyVista serves companies across a variety of industries, including financial services, healthcare, higher education, technology, public sector, retail, manufacturing and more. Headquartered in New York and Paris, EasyVista is a rapidly growing global company backed by leading venture capitalists.

    Aivo
    (15)4.3 out of 5
    Optimized for quick response
    Optimized for quick response

    AgentBot is an automatic customer service solution that uses Artificial Intelligence to understand and solve customer’s needs in real time.

    AnswerDash is a self-service tool that enables online businesses to give their website visitors the right information, in the right place, at the right time. With AnswerDash's AI Self-Service, companies can dramatically transform their customer experience while reducing support tickets and costs by 30% - 50% and improving customer satisfaction as well.

    ProProfs Knowledge Base is knowledge management software used to create highly-searchable online FAQ’s to improve customer service and reduce tickets. ProProfs helps centralize access to all your files, documents and how-to articles ensuring they can be accessed across multiple devices and platforms. Organizations can easily share important information to train their sales, customer service and support teams. It is also an effective method for introducing new hires to company procedures during the onboarding process. ProProfs Knowledge Base improves productivity by making it easy for employees and customers to instantly find what they're looking for, whenever and wherever they need it. ProProfs Knowledge Base Software eliminates the need to answer the same questions over and over again.

    Engage and support customers through in-app tutorials Inline Manual provides a service to guide, support and engage prospects and customers right within an application. Easily create product walkthroughs, on-boarding guides, new features announcements, tooltips and manageable product documentation. Used and loved by small and big companies to get customers up to speed in no time, available for any web based product. All this without any coding.

    All-in-one support suite that offers 4 solutions from small to corporate business. - Feedback System; - Help Center; - Community Portal; - Knowledge Base; - Live Chat.

    WhosOn is a hosted or on-premises live chat solution that comes complete with real-time visitor tracking and analytics. WhosOn has been a leader in the live chat space for 15 years, and is a time-tested, ever-enriched solution. Today, WhosOn is the longest provider of chat in the UK and an established international brand. It is used in over 50% of the world’s countries, across six continents and in many different industries and languages. Setting WhosOn apart its is advanced scale and security. WhosOn comes complete with an extensive range of configurable functionality, which minimises the need for customisation and gives customers control over their solution. Importantly, WhosOn also has flexible deployment options; supporting on-premise, cloud, or hybrid implementations. Plus, the software offers extensive features and integrations that make it one of the more robust solutions in the market. WhosOn has a web analytics suite. It comes with fully-featured help desk and agent performance management options. It provides out of the box sentiment analysis. And it also has the most advanced real-time translation offering in the live chat software space. These features are still only scratching the surface. To try it for yourself, take out a free trial today: https://www.whoson.com/free-trial/

    Customer service helpdesk software you can depend on. Deliver great customer service with our powerful and flexible helpdesk software. Beautifully designed. Simple to use. Flexible. Multi-channel. Powerful. Affordable. Your choice of Cloud or self-hosted On-Premise helpdesk.

    Elevio makes your products easier to learn. Improving retention, while reducing your support loads. We bring your existing support stack together to deliver an all-in-one experience for your customers, taking your customer education to the next level and providing help on-demand to your customers, when and where they need it. More than 500 companies such as Atlassian, Heap, Adroll and Dell are using elevio to improve customer education and lower support loads. Try our FREE 14-day Trial

    With Userlane you can create easy, step-by-step, interactive guides to explain your browser-based software to each user individually. A navigation system that guides people while actually carrying out tasks. The perfect solution to optimize SaaS user onboarding and automate staff training.

    Issuetrak
    (5)4.0 out of 5
    Optimized for quick response
    Optimized for quick response

    At Issuetrak, we implement all kinds of help desk & support systems for all kinds of industries and departments. We help businesses like yours track tickets, issues, & requests from submission to resolution. Issuetrak gives your team the tools they need to make sure no ticket or issue falls through the cracks. Issuetrak also helps streamline your day-to-day processes and operations with workflow tools that bring visibility and accountability to your team. We specialize in help desk, issue tracking, workflow, customer support, & complaint management. The Features You Need Most Automation, Reporting, Custom Forms, Alerts, Knowledge Base, & More • Automatic assignment, alerts/notifications, escalations • Easy ticket/issue/request submission via email, mobile, web portal, or web form • At-a-glance Dashboard metrics plus detailed, customized reporting • Templates, customizable forms, & user-defined fields • Task management & workflow branching • Even more: Asset Management, Active Directory, Billing, & Surveys

    Deliver content and share information with your customers with a Salesforce connected Customer Portal. Customize the look and feel with your own brand. Control access to standard and custom objects, files and document sharing and eLearning. Remove barriers to your clients by automating anything related to how they interact with the business using a modern web portal. Social features let users collaborate on files and documents. Fully brand-able and configurable to meet customer portal needs. Build a web portal for customers to update info tied to accounts (or opportunity) stored in Salesforce. Approve documents, collaborate on cases or use our online training and certification. Intelligently optimizes synchronization with Salesforce data resulting in less API calls for high performance and uninterrupted data accessibility. Uses existing account/opportunity structure and works with any custom objects or bolt-on’s. Where we really stand out from the crowd is our integrated IDE and support. You can configure just about anything with clicks not code. Most of our customers are up and running in days. Our reviews speak for themselves - our customers love us! The most powerful feature of Magentrix is our Salesforce integration. It's included out-of-the-box, is fully configurable and uses existing account/opportunity structure. No duplication of records and we dynamically adjust API calls.

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