Know What Features You Get With Each CloudCC

Mail case

IM cases

$

Call center case

$

Mini-program cases

Service portal case

Form case

Unified customer service workbench

Case assignment

Case transfer

Case merging

Case splitting

SLA

Global search

Custom view

Case sharing

Case history

Create knowledge articles by case

Knowledge articles classification

Clone knowledge article

Send knowledge article

Case assignment with polling

Case escalation rules

Automated workflows

Service mailbox

Mail to case

Email cases duplicate-checking

Response status of email case

Custom email template

Email signature

Call notification from products

$

Call to case

$

Answer by web

$

Call recording

$

Work time configuration

$

Outgoing call

$

Missed calls management

$

Call distribution

$

Call history

$

IVR

$

Embed chat widget on web

$

Embed chat widget in mobile App

$

IM to case

$

Overflow chat assignment

$

Common replies

$

Chat history

$

Overtime chat management

$

Customer service bot

$

Contact and account information management

Comments on contacts and accounts

Exclusive owner of contacts and accounts

Merge contacts and accounts

WeChat mini-program evaluation

Email invitation evaluation

IM chat reviews

$

Caller hang-up comment

$

Customized evaluation content

Quickly create work orders

Create work order with work order templates

Auto-create work order from maintenance plan

Auto-create work order from work types

Dispatch desk

Customize work order view

Match service territory to dispatch work orders

Match service skills to dispatch work orders

Schedule work orders based on resource type

Dispatch work orders based on travel time

Nearby dispatching on map

Assets map

Field service staff map

Work order map

3-in-1 distribution chart

Service Contract

SLA (entitlement process)

Milestones

Entitlement fulfillment

Service resources

Service crew

Skills

Service territory

Shift

Attendance

Absence

Working hours

Order to asset

Asset BOM

Multi-level complex assets

Tracking of asset change

Asset QR code

Asset maintenance plan

Accept order

Transfer order

Reject order

Account locating

On-site check-in

Scan asset QR code to identify

View asset work order history

Full-process time recording

Fill-in service solution

Service report

E-signature

Customer feedback

Required products

Product request

Product consumption

SOW & Proposals

Project Templates

Pipeline Projects

Revenue Forecast

Resource Requests

Gantt chart

Resource Utilization Chart

Schedules & Availability

Project members

Project Heath

Cost Management

Margins / Profitability

Issues & Risks

Tasks & Checklists

Task Dependency

Timesheets

Expense Reimbursement

Task Kanban

Time Off

Recruiting & Staffing

Bill Rate & Cost Rate

Project Rate Card

Skills & Certifications

Working hours

Holiday Schedules & PTO

Performance & Utilization

Approval flow

Fix Fee / Milestone / T & E

Billing & Invoicing

Vendor Invoice

Invoice Documents & Email

Collection / Payment

Mail case

IM cases

$

Call center case

$

Mini-program cases

Service portal case

Form case

Unified customer service workbench

Case assignment

Case transfer

Case merging

Case splitting

SLA

Global search

Custom view

Case sharing

Case history

Create knowledge articles by case

Knowledge articles classification

Clone knowledge article

Send knowledge article

Case assignment with polling

Case escalation rules

Automated workflows

Service mailbox

Mail to case

Email cases duplicate-checking

Response status of email case

Custom email template

Email signature

Call notification from products

$

Call to case

$

Answer by web

$

Call recording

$

Work time configuration

$

Outgoing call

$

Missed calls management

$

Call distribution

$

Call history

$

IVR

$

Embed chat widget on web

$

Embed chat widget in mobile App

$

IM to case

$

Overflow chat assignment

$

Common replies

$

Chat history

$

Overtime chat management

$

Customer service bot

$

Contact and account information management

Comments on contacts and accounts

Exclusive owner of contacts and accounts

Merge contacts and accounts

WeChat mini-program evaluation

Email invitation evaluation

IM chat reviews

$

Caller hang-up comment

$

Customized evaluation content

Quickly create work orders

Create work order with work order templates

Auto-create work order from maintenance plan

Auto-create work order from work types

Dispatch desk

Customize work order view

Match service territory to dispatch work orders

Match service skills to dispatch work orders

Schedule work orders based on resource type

Dispatch work orders based on travel time

Nearby dispatching on map

Assets map

Field service staff map

Work order map

3-in-1 distribution chart

Service Contract

SLA (entitlement process)

Milestones

Entitlement fulfillment

Service resources

Service crew

Skills

Service territory

Shift

Attendance

Absence

Working hours

Order to asset

Asset BOM

Multi-level complex assets

Tracking of asset change

Asset QR code

Asset maintenance plan

Accept order

Transfer order

Reject order

Account locating

On-site check-in

Scan asset QR code to identify

View asset work order history

Full-process time recording

Fill-in service solution

Service report

E-signature

Customer feedback

Required products

Product request

Product consumption

SOW & Proposals

Project Templates

Pipeline Projects

Revenue Forecast

Resource Requests

Gantt chart

Resource Utilization Chart

Schedules & Availability

Project members

Project Heath

Cost Management

Margins / Profitability

Issues & Risks

Tasks & Checklists

Task Dependency

Timesheets

Expense Reimbursement

Task Kanban

Time Off

Recruiting & Staffing

Bill Rate & Cost Rate

Project Rate Card

Skills & Certifications

Working hours

Holiday Schedules & PTO

Performance & Utilization

Approval flow

Fix Fee / Milestone / T & E

Billing & Invoicing

Vendor Invoice

Invoice Documents & Email

Collection / Payment