CUSTOMER SERVICE CRM SOFTWARE

Stand out from the pack with customer service that leaves your customers smiling, and your competitors envious. Shanaya CRM empowers your customer service and support teams with everything they need to effectively track, manage and resolve issues quickly and easily — including technical support, billing and returns.

Resolve Cases Faster

Reach new levels of service productivity with every communication neatly organized in one place.

Case Management

Master your daily influx of support and service requests. Create and manage a case with instant notifications. Track trouble tickets ranked by urgency and severity — and prioritize agent workloads with queuing and routing tools.

Knowledge base

Resolve cases faster with instant access to records of how agents solved similar cases. Quickly and painlessly recall other critical information including notes, forms, manuals, FAQs and SLAs while in the field or on the phone.

Case Management

Master your daily influx of support and service requests. Create and manage a case with instant notifications. Track trouble tickets ranked by urgency and severity — and prioritize agent workloads with queuing and routing tools.

 Track all interactions

Store all your contacts, notes and key documents in one place, and never waste time hunting down a communication again. Perform quick searches by company affiliation or case number while on the phone, and recall your favorite searches at a click.

Improve Service Team Productivity.

Empower your team to deliver service excellence in the office or on the fly.

Standardize Multi-step Solutions

Standardize your processes and promote best practices with re-usable task list templates. Customize an activity plan with unlimited appointments and reminders — and then apply it to any user, opportunity or service case.

Email Integrations

Drive productivity and success by tracking all your contacts and email communications inside a single application. Sync Shanaya CRM with Outlook and Gmail in almost no time using our popular pre-built integrations.

Powerful search & filters

Shrink your data mountain to a molehill with our wide-ranging search criteria and filters designed for sales, marketing, service and support. And you can save favorite searches for quick recall.

File Attachments

Find a specific document related to a record without searching your entire library. Attach a file to an address book contact for easy retrieval — or hyperlink to articles stored in the cloud.

Mobile CRM

Take your office wherever you go with a feature-rich mobile-friendly CRM. Field agents can manage calendars, prepare for meetings — get a graphical dashboard view of chosen metrics — and much more, in the palm of their hand.

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