Products

Checklists

How can we help Your company?

Checklists are a set of modern tools for managing the implementation of many tasks by individual teams and employees. The dedicated panel (dashboard) presents the status of handling individual cases, which allows monitoring and managing the implementation of processes.

The solution allows full parameterization of list types and tasks to be handled. Individual cases can be reported and registered both manually by employees and automatically based on information from the website, IT system, events such as IVR or e-mail. Each case may have attachments attached.

Checklists are the perfect solution to handle customer complaints, requests and queries. The system allows handling a case with a dedicated path for a given type of notification, automating the preparation of responses based on templates, monitoring the status of the case and its time of execution, automatic forwarding and closing of cases.

 

Let’s talk about checklists

Order a telephone conversation using the form or contact our expert directly – we will advise you and help you.



Tomasz Kowalik

Sales Director of the ProService Finteco Group