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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Efficiently handle client data through an intuitive interface that allows you to keep a record of all interactions, including phone calls, emails, and actions taken. You can also monitor both incoming and outgoing payments while generating invoices seamlessly. Comprehensive reports are readily accessible, such as Aging in/out, Invoices, and Client History, along with any tailored reports you require, ensuring everything remains well-organized for each client. Furthermore, there is an Insurance Module that enables the tracking of QuickQuotes linked to existing or personalized QuickQuote systems, providing instant access to this information. This system is also designed to integrate smoothly with current TIFA applications or any other platforms you may use. Overall, this solution streamlines your client management process, enhancing both efficiency and accuracy.

Description

The Customer Knowledge System (CKS) offered by Content Guru serves as a comprehensive CRM tool that aids organizations in efficiently managing knowledge, cases, and ticketing processes. By blending essential CRM functionalities, CKS integrates smoothly into an organization’s communication framework, ultimately enhancing customer engagement and satisfaction. This versatile application can function independently or be easily added to an organization’s existing storm systems, facilitating a rapid implementation process. Designed to be accessed via a web browser, CKS allows users to retrieve information from anywhere at any time, enabling seamless remote work and mobility akin to being at a physical office. Additionally, the platform provides users with the ability to view complete interaction histories for specific contacts in the DTA, which helps in analyzing customer relationships, identifying recurring problems, and simplifies the process for Supervisors to assess customer interactions quickly. Overall, CKS not only improves operational efficiency but also fosters a deeper understanding of customer needs and behaviors.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Access
Microsoft Dynamics 365
Oracle Cloud Infrastructure
SQL Server
Salesforce
storm Cloud Contact Center

Integrations

Microsoft Access
Microsoft Dynamics 365
Oracle Cloud Infrastructure
SQL Server
Salesforce
storm Cloud Contact Center

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

J&J Technology Consulting

Founded

2007

Country

United States

Website

www.jjtechnologyconsulting.com

Vendor Details

Company Name

Content Guru

Country

United Kingdom

Website

www.contentguru.com/product/customer-knowledge-system/

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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