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Description
A user-friendly Customer Success Management (CSM) tool designed for seamless integration into the existing tool ecosystem of small and medium-sized enterprises (SMEs). This tool currently offers integration with popular CRM systems such as HubSpot and ticketing platforms like Zendesk, allowing for the calculation of customer Health Scores derived from both ticketing and financial KPIs. Additionally, users can enhance its capabilities through various applications like Zapier and the Zendesk App. The flexibility to incorporate custom recommendations or utilize pre-existing suggestions further enriches the user experience. This adaptability ensures that SMEs can tailor the tool to meet their unique customer success needs effectively.
Description
Key Account Management and Advisory Platform that supports both the customer and IT provider. vCIOToolbox assists MSP's to identify technology gaps and meet the requirements of small and large businesses. This will allow you to stay ahead of cyber threats, bad actors, and cyber threats. MSP's, MSSP's, and other service providers can use our consistent, repeatable, and easy process to ensure that their customers have the right technology and that it is aligned with their business goals. Cybersecurity is complex and new threats are constantly emerging. While tools can provide protection, that is only one part of the story. Customers need a Cybersecurity Sherpa. With our GRC tools MSPs and MSSPs can conduct assessments or launch a Compliance as a Service Program to help mitigate risk. This will increase revenue for the provider. You can monitor the satisfaction and performance of your services with those who matter.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Autotask PSA
ConnectWise PSA
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
IT Glue
Kaseya BMS
MyGlue
Network Glue
Zapier
Integrations
Autotask PSA
ConnectWise PSA
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
IT Glue
Kaseya BMS
MyGlue
Network Glue
Zapier
Pricing Details
$16.99/month/admin account
Free Trial
Free Version
Pricing Details
$129 per month
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
easy_CSM
Founded
2021
Country
Germany
Website
easycsm.de/en/
Vendor Details
Company Name
vCIOToolbox
Founded
2018
Country
United States
Website
vciotoolbox.com
Product Features
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Product Features
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
IT Service
Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management