Unlike most CRMs and Ticketing Systems, our platform is designed for non-technical users. No steep learning curves or endless configuration prompts - just clear and efficient pages, with only the information you need to manage your business.
We realize that one size doesn't fit all. So, we engineered our platform to be as flexibile as possible, including custom fields for Clients, Contacts, and Tickets, and even the option to change the words you use to describe those entities.
Downtime is not an option for most businesses. To make sure your critical business data is always accessible, we've architected our platform to be cloud-optimized from the ground-up, without sacrificing security or performance in the process.
Through custom categories, payment terms, tax statuses, ratings, account managers, acquisition dates, and referral sources, every detail of your clients can be documented in our platform.
Centralize your contacts' phone numbers, e-mail addresses, social media handles, and more, while empowering them to log into our platform with their own secure credentials.
Securely upload and share files with your clients, or enable them to share files with you, including rapid image previews and large file handling for multiple file types.
Generate custom reports on clients, contacts, or tickets, including sorting and filtering preferences, with multiple export options, even incorporating the custom fields you've defined.
COMING SOON! Our platform will handle all of your inbound and outbound e-mail traffic, automatically converting client communication into actionable tickets and status updates.
COMING SOON! Our platform will integrate with RaptorPay™, permitting you to bill your clients for both one-time and recurring transactions directly through our interface.
Even more than we expected! Concise Support allows us to support our employees quickly in three different states, all from one portal.
Finally, a sales management tool that makes sense! With 1,000+ stores to service, Concise Support is critical to our daily operations.
The custom fields and custom reports make Concise Support an indispensable resource for our complex project management needs.