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Customer Care Management

At Xpand, we faced the challenge of ensuring clear communication with our partners and clients about support ticket updates and project statuses. So, we developed the Customer Care Management module to solve this for ourselves, and now we're helping other companies overcome the same issue with this solution.

No time wasted on customization — within 5-7 days of purchase, you’ll be using the ready-to-go module. The main goal? To simplify project tracking and support, reduce manual email exchanges for status updates, and provide clear, transparent communication among all project participants.

The module comes with a pre-configured setup, ensuring all necessary settings for Microsoft Dynamics 365 Business Central are already in place, so you can start using it right away without any additional setup. For easy and secure integration with Business Central, we also use our Xpand Portal Connector, designed specifically to connect the products efficiently.

The Customer Care Management module will help you fully leverage your Business Central ERP data, increasing its value through our solution. Plus, it securely provides your customers with role-based access to project and task data, fostering better collaboration and more efficient task completion.

Key capabilities of the Customer Care Management module:

- Management of projects, tickets, and deliveries

- Project dashboard

- Address book for key project contacts

- Monitoring and management of key support indicators, such as SLA, response time, etc.

- Real-time commenting and discussion within the team and project

- Customizable change notifications

- Document sharing

For whom?

- Businesses seeking to reduce manual email exchanges for status updates, and provide clear, transparent communication within the project

- Service-based companies

- IT and software development firms

- Customer support teams

Key features
Clear visibility into support ticket status
Centralized data access
More potential for your Business Central ERP data​
Well-organized relevant information​
Role-based access control​
Reduction of manual communication​
Simple and intuitive interface​
Regular updates and improvements​
Facts

The Customer Care Management module unifies data exchange and makes communication clearer and more efficient, helping resolve issues faster and ensuring your customers receive timely and transparent support throughout the...

The Customer Care Management module unifies data exchange and makes communication clearer and more efficient, helping resolve issues faster and ensuring your customers receive timely and transparent support throughout the project.​

Packed with essential, pre-built features that project managers and customer’s key users rely on regularly, the Customer Care Management module is quick to implement, allowing you to start working with...

Packed with essential, pre-built features that project managers and customer’s key users rely on regularly, the Customer Care Management module is quick to implement, allowing you to start working with it almost immediately (up to 5-7 days) and benefit from its well-thought-out functionality.​

With the Customer Care Management module, all projects, support tasks, and issues are managed in one place, helping your team stay organized and work more efficiently. This also improves communication...

With the Customer Care Management module, all projects, support tasks, and issues are managed in one place, helping your team stay organized and work more efficiently. This also improves communication with clients, keeping them informed about progress and making it easier to contact them when needed.​