Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
All of your customer success information can be gathered in one place, so that your entire company has the information they need. All conversations in one location. Foster relationships with the right people at the right time. With our Gmail integration and Office 365 integration, there's no need to copy-paste or send BCCs. Keep your team informed about the health of each customer and share any updates with them in real-time. Integrate Pulse into your Slack/MSFT Teams to ensure that your leadership team receives all important customer updates in real-time. Your methodology for driving success will ensure consistent customer service. You can increase predictability in your revenue by coordinating all aspects (subscriptions renewals, expansions, etc.). To make more accurate forecasts, you can use customer feedback and health. Notify your team immediately if there are any issues with a customer to avoid any future problems.
Description
An intuitive, dependable, and effective solution tailored for overseeing energy installations. This innovative platform integrates various operations, such as insulation, heat pumps, VMC, and photovoltaic panels, while providing a comprehensive view of your clientele. Key performance indicators are clearly visualized on a customizable and user-friendly dashboard. Enhanced collaboration is made possible through fully integrated enterprise software and tools, reducing the risk of costly errors. Stay ahead of the competition with proper procedures and the right resources, ensuring all business information is current and securely centralized. Manage your operations from any location! NeoCEE empowers you to oversee every step, from potential client creation to project completion. When installers and managers utilize NeoCEE, they can easily share customer information, and our solutions are designed to improve communication among all partners involved. Furthermore, we offer the ability to tailor the CRM to fit your workflow, leveraging our expertise in digital and process management to optimize your operations effectively. This flexibility not only enhances productivity but also supports a more streamlined and cohesive working environment.
API Access
Has API
No
API Access
Has API
Yes
Integrations
AskNicely
Yes
GTM Buddy
Yes
InboxCRM by AppEQ
Yes
Stackreaction
Yes
Wufoo
Yes
Zapier
Yes
Integrations
AskNicely
No
GTM Buddy
No
InboxCRM by AppEQ
No
Stackreaction
No
Wufoo
No
Zapier
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
ClientSuccess
Founded
2014
Country
United States
Website
www.clientsuccess.com
Vendor Details
Company Name
NeoCEE
Country
United States
Website
neocee.ornsoft.com
Product Features
Customer Engagement
Analytics
Yes
Churn Management
Yes
Communication Management
Yes
Community Management
No
Content Syndication
No
Feedback Collection
Yes
Gamification
No
Live Chat
No
Video Content
No
Customer Success
Account Alerts
Yes
Account Management
No
Communication Management
Yes
Customer Engagement
Yes
Customer Lifecycle Management
Yes
Health Score
Yes
Onboarding
No
Revenue Management
No
Usage Tracking / Analytics
Yes
Win / Loss Analysis
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No