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Customer Management

Get a 360 degree view of your customer.

Facilitate resolving customer support issues quickly and efficiently. Manage your customer information by using Tracker's advanced features.

360 Degree

360 Degree

With Tracker you get a 360-degree view of customer and contact information. Always know who your customer is and all touch-points with your organization.

Fast Access

Fast Access

Gain operational efficiency from having fast access to customer information. Tracker makes it fast to search for customers/contacts using various criteria.

Alerts

Alerts + Notifications

Get notified when top-tier customers need attention. Never let a customer down by using Alerts and Notifications to keep your team on track.

Customer and Contact Searches

Customer and Contact Searches

A customer or contact can be found using almost any information within the Tracker system: name, customer ID, serial number, region, or any other identifier. This creates a flexible and simple way to call up a customer record.

Archive and Maintain Information

Archive and Maintain Information

Information within Tracker can be archived at any level desired: by individual location, by contact, by product or component, or by entire customer record. Archive and maintain information the way your organization demands.

 Establish Parent-Child Records

Establish Parent-Child Records

Tracker enhances information handling for larger customers with multiple locations. It simplifies the activation of upgrades, maintenance of multiple sites, and tracking of multiple products within a customer record.

Management

Management

Manage all forms of customer information: contacts, assets, products, service packages, maintenance agreements, e-mail lists and so on.

Screens

Screens

Instantly access customer information, including contacts, incidents, billing, licensing, purchase history, and SLAs using configurable screens.

Billing

Billing

Improve billing accuracy, track and analyze billing as well as support packages using configurable built-in dashboards + widgets and report capabilities.

Unlimited Products and Assets

Add Unlimited Products and Assets

Add Unlimited Products and Assets There is no limit to the number of products or purchases associated with a customer; each can be tracked by license number, serial number, or activation key. Each product can even be broken down into components and the components stored as a master list allowing easy import and customization to each customer.

Learn more about PhaseWare

If you think PhaseWare would be a good fit for your company or organization, please feel free to contact us. A friendly member of our team is only a click away.

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FEATURES
FEATURES
  • Customize & Configure
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  • Visual WorkFlows
  • Customer Management
  • SLA Management
SOLUTIONS
SOLUTIONS
  • Customer Service & Support
  • Complaint Management
  • Knowledge Management
  • Help Desk Management
  • Issue Tracking
  • Mortgage Solution
PRODUCTS
PRODUCTS
  • Tracker Beyond
  • Tracker Desktop
  • Tracker Mobile
  • Self Service Center
  • SSC Mobile
  • Event Engine
Start My Free Trial

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