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The perfect CRM for teams of services

Key elements for service teams

Reduction of resolution time
Minimizes case resolution time.

Useful interactions
It minimizes the number of interactions with the customer to the minimum to collect the information necessary to resolve the case.

Remember to track cases
Don't forget to follow up on cases, especially when they are waiting for a third party (client or colleague) to do something or pass on some pending information to us.

Omni-channel
It is important to use the communication channels that the customer prefers (telephone, email or WhatsApp).

Information just a click away
It is important to have access to information that allows both the customer and the agent to answer questions.

Activity recorded at all times
In order to understand the level of service and the cost, it is key to record all activities, times at each stage and contents of communications with customers.
Transform your CRM
- Agile navigation and accessible tools
The browsing speed of your CRM is 10x faster and all the tools are accessible with a single click.
- Activity log and automatic update
The activity is automatically recorded and reported in the CRM, including notes and field updates.
- Automated tracking
Email tracking can be automated.
- Automated tasks
Tasks are automatically organized and prioritized — the agent knows what to do at all times
- Single inbox
Access all incoming activities in a single inbox where you can respond with one click.

- Easy case tracking
Agents will follow up on cases through pre-configured cadences (Whom to contact at any time)
- Your CRM with more data and less effort
Collecting information and updating fields in your CRM (what to report and when).
- Better answers in less time
Harmonix suggests what message and content to use depending on the case.

- Dynamic Priorities
Assign dynamic priorities to tasks based on any variables that the case has in the CRM (type of customer, type of case, etc.).
- Efficient case tracking
Use cadences to track cases. Identify unclosed cases with no future task so that nothing is forgotten.
- Centralized content
Access content (FAQs, guides...) along with the dialer, WhatsApp and email. They can be segmented by type of customer, product, and other variables.
- Intelligent support
It guides the collection of information through intelligent assistants. At the end of a call or a case changes status.


