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support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 

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