Customer Support lets you streamline your support operations while tightening the link between your sales and service teams. You gain a 360-degree view of your customers, allowing you to understand their needs and increase customer satisfaction.
Customer Support is an add-on. When it is active, admins and users with a support license find it under Support in the main navigation.
What you gain with Customer Support
| Single source of truth | Increased revenue | Streamlined Support |
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Consolidate your Upsales data across sales, marketing, reporting, and support. Ensure that all your teams have a single, shared view of your customer, enabling them to meet customer needs better. |
Support agents are often the closest link to the customer through interactions. Transform your support centre from a cost centre to a revenue centre, by allowing your support agents to identify upsell and cross-sell opportunities during customer interactions. |
Support agents have immediate access to customer details and case history within tickets, improving case resolution and customer satisfaction. Gone are the productivity killers of having to swivel between different systems! |
Customer Support allows you to create, receive, assign, respond, and resolve issues raised by customers.
Add multiple support users to collaborate on solving customer issues. Each support user needs a support license. Users without one cannot reply to customers or assign tickets. You can manage customer tickets from start to finish. All from inside Upsales.
Use the Internal chat tab in a ticket to collaborate with your colleagues in other teams and view tickets and contact cards within the company.
These are visible to colleagues in sales who can check for any support tickets before having appointments with contacts and companies.