Manage work with customer centric tasks
With tasks you can set reminders, schedule to-dos, and resolve issues with teammates under a single communication thread.Request Demo
Solve it Together
Bring the right people together, at the right time, to solve customer issues as a team.
Thanks for the reminder
Stay proactive by scheduling tasks for tomorrow or months down the road, like their child’s birthday or anniversary.
Never drop the ball
Trigger tasks in third party systems to ensure nothing is missed and avoid the need to jump into other products.
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With tasks you can set reminders, schedule to-dos, and resolve issues with teammates under a single communication thread.
Assign colleagues both inside and outside the customer support team to follow up on a customer request.
See all open and upcoming tasks in one central place in the customer profile.
Ask questions, provide context, and centralize the discussion as a team under a single thread.
Surprise and delight customers outside of a direct conversation to remember the little things like a birthday or anniversary.
Get updates on the progress of a request and be notified when it’s time for you to take action.
Schedule work that needs to be done in the future to stay proactive and prioritize work.
Check out our resources to start thinking radically personal
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