Name: CustomerService
Author: PeoplePlanetProfit

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Agile Development

Interactive Application Security Testing (IAST)

Product Lifecycle Management (PLM)

Service Mesh

Development

Alumni Management

School Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enhanced 911 (E911)

Operational Analytics

Enterprise

Accounting

Invoicing

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Pay Equity

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Archiving

Build Automation

Cloud Storage

Composable Infrastructure

Data Integration

Data Privacy Management

Database Performance Monitoring

Email Verification

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Internet Security

License Management

Network Diagnostics

Network Performance Monitoring

Network Simulation

SQL Server Performance Monitoring

Storage Management

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Computer-Assisted Translation

Content Management

Creative Collaboration

Email Marketing

Marketing Automation

Product Sampling

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

API Security

Security

Construction Management

ID Card

Laboratory Information Management

Last Mile Delivery

Municipal

Nonprofit CRM

Roofing

Vertical-Specific

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CustomerService is a software developed by PeoplePlanetProfit to streamline and optimize service activities for businesses. According to the vendor, it offers a comprehensive set of features to effectively manage service contracts, agreements, and tasks. It is designed to cater to companies of all sizes, from small businesses to large enterprises. CustomerService is utilized by various professions and industries, including customer service representatives, service technicians, field service managers, and service operations managers in industries such as IT services, telecommunications, healthcare, manufacturing, and retail.

## Key Features

**Manage Service Contracts**: According to the vendor, CustomerService allows users to create and manage service contracts with customers. Users can input contract details, including terms, conditions, and service level agreements. The software provides a centralized repository for storing all service contracts, making it easy to access and update contract information as needed.

**Track Service Activities**: The vendor states that CustomerService enables users to track and manage all service activities related to customer contracts. This includes logging service requests, scheduling appointments, and assigning tasks to service technicians. Users can record detailed information about each service activity, such as the date, time, location, and description of the service provided.

**Collaboration and Communication**: According to the vendor, CustomerService facilitates collaboration and communication among team members involved in service activities. Users can assign tasks to specific service technicians, track their progress, and communicate with them within the software. The software offers a messaging feature that allows users to send and receive messages related to specific service activities.

**Service Agreement Documentation**: The vendor claims that CustomerService provides a platform for storing and managing all documentation related to service agreements. Users can upload and attach service contracts, service reports, and other relevant documents to the corresponding customer or service activity. The software ensures that all documentation is easily accessible and organized.

**Service Performance Monitoring**: According to the vendor, CustomerService offers tools for monitoring and analyzing service performance. Users can generate reports and track key metrics, such as response time, resolution time, and customer satisfaction ratings. The software provides graphical representations of service performance trends.

**Mobile Accessibility**: The vendor states that CustomerService is designed to be accessible and functional on both iOS and Android smartphones. Users can access the software's features and functionalities on the go, allowing for real-time updates and collaboration. The mobile interface is user-friendly and optimized for smaller screens.

**Automated Reminders**: According to the vendor, CustomerService allows users to set up automated reminders for contract renewals or terminations, as well as upcoming service appointments or important updates. This feature aims to keep all stakeholders informed and prevent missed deadlines or appointments.

**Task Assignment**: According to the vendor, CustomerService enables users to assign tasks to specific service technicians. Users can track the progress of assigned tasks and ensure timely completion. This feature aims to promote efficient task management and optimize service delivery.

**Document Search and Retrieval**: The vendor claims that CustomerService offers a search functionality that allows users to quickly find specific documents related to service contracts or activities. Users can search using filters such as customer name, contract number, or date, making it quick and efficient to retrieve necessary information.

**Real-time Updates and Notifications**: According to the vendor, CustomerService provides real-time updates and notifications to keep users informed about important changes or updates related to service contracts or activities. This aims to ensure that all stakeholders are aware of the latest developments and can take necessary actions promptly.

INHUBBER

Essential

Professional

ContractHero

CustomerService

Contract management software is a program or series of related programs for storing and managing legal agreements such as contracts with vendors, leases and licensing agreements.

Contract Management

PeoplePlanetProfit

Contract Authoring

Features related to the contract authoring process.

Contract creation

Includes a document generator and tools for creating new contracts.

Contract templates

Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

Clause library/saved fields

Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

Integration to CPQ

Integrates to CPQ software so that calculated quotes/configuration details can feed into contracts. This is an important element of automation in the contract authoring process.

PDF generator

Users can generate PDFs of contract documents.

Contract attachments

Users can attach other documents, like invoices, images, meeting minutes, memos, etc, to contracts.

Guided logic

Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

Contract Collaboration

Features related to collaborating on contracts.

Contract sharing

Users can easily and securely share contracts with internal users and external users. Contracts are accessible.

Contract editing

Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

Contract merge

Multiple versions of a contract can be merged.

Collaborating on contracts

Internal and external users can collaborate on contracts without changing the text of the contract; this may be done through comments, questions, and/or message board conversations.

MS Word plug-in

Users can make changes to contract language using Microsoft Word.

Approval process

Approval workflows can be configured to streamline and automate the approval process; the approval process is helpful and convenient.

Parallel approvals

Users can set up complex workflows to handle parallel approvals.

Interdepartmental workflows

Users can set up interdepartmental workflows so that contracts can flow between teams in a logical and organized manner.

Contract Monitoring

Features that enable users to monitor the status of contracts.

Contract database

Contracts are stored and organized in a central repository.

VORs

Allows users to send/receive variation order requests and coordinate these with contracts.

Contract search

Users can easily look up contracts within the database.

Contract milestone reminders & alerts

Users can schedule reminders and/or trigger alerts according to contract milestones.

Custom contract reports

Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

Tracking contract status

Users can track the status of a contract as it moves through the approval process and beyond.

Salesforce integration

Integrates to Salesforce so that contracts are tied to contact’s CRM records.

Compliance check

Users can define and enforce complex business rules related to compliance regulations; helps automate or partially automate contract compliance check.

Tools and features to aid in contract management and formation.

Contract Storage

Centralized storage and management of all contracts in one place.

Document Management

Ability to upload, organize, and track changes to contract documents.

Advanced Search and Filtering

Efficient search functionality and advanced filters to quickly locate specific contracts or clause language.

Version Controls

Ability to track and manage different versions of contracts, including changes made and the history of revisions.

Customizable Contract Templates

Pre-defined templates that can be customized for different types of contracts.

Workflow Acceleration

Streamline the contract approval process by automating workflows and notifications.

E-Signatures

Capability to electronically verify user signatures, eliminating the need for physical signatures and enhancing efficiency.

Reminders and Alerts

Automated alerts and reminders for important contract dates, deadlines, and milestones.

Analytics and Reporting

Generate reports and gather insights on contract status, performance, and compliance.

Integration with other Systems

Ability to integrate with other tools, such as CRM or ERP systems, to exchange contract data seamlessly.

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CustomerService

Overview

What is CustomerService?