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What is PhaseWare Tracker?

PhaseWare's Tracker is a versatile customer support solution tailored to meet diverse business requirements. It includes functionalities like issue tracking, complaint resolution, customer relationship management, time management, adherence to service level agreements, process supervision, and a knowledge repository, among other features. Available in both cloud and on-premises versions, Tracker provides organizations with a holistic view of customer information, empowering them to streamline resources and boost operational efficiency. This combination of adaptability and comprehensive features positions Tracker as an essential tool for businesses aiming to elevate their customer service performance. Additionally, its user-friendly interface ensures that teams can easily navigate and utilize the platform to meet their specific needs.

What is ActionTracker?

Customers have the flexibility to shop either online or in-person, converse via phone or use online chat, while field technicians perform services at client locations and complete a questionnaire afterward. In a similar vein, students take part in classes, and both customers and staff can fill out surveys through digital means, paper forms, or mobile applications. When these responses are submitted, they are immediately updated in the ActionTrackerâ„¢, which adapts according to the newly received data, assigns a designated manager, and notifies pertinent parties via email alerts. The ActionTrackerâ„¢ is meticulously engineered to keep track of all interactions with employees and customers, document resolution attempts, including emails and attached files, and even schedule meetings through its integration with Microsoft Outlook. Furthermore, you can set up status codes to keep track of the progress of action items effectively. It is crucial to regularly review your open action items until they are fully resolved; however, once they are marked complete, modifications cannot be made. Each activity is recorded with precise date and time stamps from the user, ensuring a thorough audit trail that enhances transparency and accountability throughout the entire process. This thorough tracking system guarantees that no detail is overlooked and that every action item is appropriately addressed and managed. By employing such a detailed system, organizations can significantly enhance their efficiency and responsiveness, ultimately leading to improved customer satisfaction.

Media

Media

Integrations Supported

Agentforce 360 for Nonprofits

Integrations Supported

Microsoft Outlook

API Availability

API Availability

Pricing Information

$49.00/month/user
PhaseWare Cloud - $49 per user per month (per named license) or $89 per user per month (per concurrent license

On-Site - $799 per user per named license or $1450 per user per conccurent license
Free Trial Offered?

Pricing Information

$195 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

PhaseWare

Date Founded

2005

Company Location

United States

Company Website

www.phaseware.com

Company Facts

Organization Name

SurveySquare.com

Date Founded

2004

Company Location

United States

Company Website

www.surveysquare.com

Categories and Features

Customer Service

Alerts / Escalation
Appointment Management
Knowledge Base
Live Chat
Performance Metrics
Self Service Portal
Surveys & Feedback
Workflow Management

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Issue Tracking

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Categories and Features

Complaint Management

Complaint Classification
Customer Complaint Tracking
Issue Tracking
Routing

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Survey Management
Trend Analysis

Issue Tracking

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Project Management
Scheduling
Task Management

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