CRM integration & dashboards
An adviser who has to open three tools to answer one question loses time on every single contact. And a manager without a dashboard is flying blind.
We connect your contact platform to your CRM, then build the indicators that matter for your business.
What we connect
- Automatic customer record pop-up as soon as a call or message comes in.
- Ticket creation and updates without double entry.
- Unified history: one customer, one conversation, across every channel.
- Data synchronisation between CRM, contact tooling and billing.
The dashboards
We define five to eight indicators with you — not forty. Contact volume and distribution, first-contact resolution, average response time, SLA compliance, satisfaction (CSAT or NPS), workload per adviser. Every indicator is tied to a possible decision: hire, train, automate or reorganise.
Your data deserves better than a monthly Excel export. Ask for a dashboard demo.
Let’s talk about your project. The first call is on us.
30 minutes to understand your need, tell you whether one of our platforms already answers it, and if not, estimate what a custom build would cost.