CRMonCall.com Logo
  • CRMonCall provides an intuitive and cost-effective approach to the management of corporate sales, marketing and customer service information on customer accounts and contacts, sales leads and opportunities, plus activities including calls, meetings, emails, notes and assigned tasks.
    Find out more...
    On-Demand Business Solutions
  • Beyond the robust sales, marketing and customer service features, CRMonCall provides invaluable financial information as part of its unified approach to business management. Optional modules provided at no additional charge enable these capabilities surrounding Order Management and Inventory Management:
    Find out more...
    Financial & Inventory Management
  • CRMonCall tracks the performance of current projects, and organizes a history of all project-related documents, status reports, tasks and contacts. Utilization, and time booked to project tasks, are also tracked for resources assigned to the project.
    Find out more...
    Project & Resource Management
  • The CRMonCall case management system allows users to track customer problems and resolutions through their life-cycle. CRMonCall also includes a service contract management system that tracks the products on each service contract, and reminds you of contract renewals.
    Find out more...
    Customer Support Management
  • As your organization grows larger and data becomes more complex, a capable reporting system is a fundamental requirement.A number of predefined standard reports are included with the system, and new report designs may be easily developed and saved for repeated use in future.
    Find out more...
    Reporting
See how a full Customer Relationship and Business Management System can help your business become greater...800-491-9935

My Account

Customer Support and Service Case Management: PDF Print E-mail

Customer Support and Service Case Management:

The Info@Hand case management system allows users to track customer problems and resolutions through their life-cycle. Cases may be assigned High, Medium or Low priority. They have a status of Active - New, Active - Assigned, Pending, Closed - Complete, or Closed - No Fault. Each Case tracks the related account and contact, any service contract, and the description and serial number of any hardware asset involved in the Case. Hours spent on service cases may be booked to the case, and automatically invoiced later on, including any spare parts used.

Info@Hand also includes a service contract management system that tracks the products on each service contract, and reminds you of contract renewals. The Service Contracts module combines with the Supported Products, Cases and Help-Desk modules to provide a comprehensive service management capability.

On entry to the service contracts module, all contracts are listed with their contract numbers, and the associated Account. Each master service contract can have any number of associated sub-contracts, and each of those may have any number of supported products associated with them for support coverage.

Each service sub-contract has a start and end date, and is color coded accordingly - Red for expired contracts, Yellow for contracts expiring in the next 30 days, and Green for active contracts. Each master service contract is also colour coded, using the most out-of-date colour of any of its sub-contracts - so that expiring sub-contracts can push colour coded reminders through to the master contract list view.

Clients can file cases and help-desk* incidents via the Self-Service Portal, and both employees and customers can be automatically notified via email if cases they are involved in are updated.

* Software Bugs module Software Bugs are defects or features associated with a particular revision of a software product. They may be managed and tracked through their life-cycle using the Software Bugs module. Bugs may be assigned a priority of Urgent, High, Medium and Low. They have a status of New, Assigned, Closed, Pending Input, or Rejected. Each Bug also specifies a related software release. The drop-down list of choices for release is populated by the System Administrator using the Software Bugs - Releases Administration option within the administration screens. Each Bug may also be assigned a resolution status of Accepted, Duplicate, Fixed, Out of Date, Invalid, or Later.