Deliver Superior Customer Experience with
SimpleWorks Service Automation

Empower your service teams to deliver outstanding customer support across every communication channel with SimpleWorks Service Automation. Our AI-powered automation ensures faster, more efficient service resolutions, while the 360° customer view gives your agents complete insight into each customer’s history, preferences, and needs. With omnichannel support—including email, chat, phone, social media, and more—your customers can reach you wherever they are, while your team delivers consistent, personalized, and proactive service at every touchpoint. Transform your service experience with SimpleWorks’ advanced features, such as real-time tracking, automated case management, and predictive analytics, to boost customer satisfaction, retention, and loyalty. Whether you're handling routine queries or complex issues, SimpleWorks Service Automation optimizes every interaction, making your service team more agile and your customer support truly exceptional. Elevate your customer service to the next level with SimpleWorks Service Automation—the smart, scalable solution for delivering seamless, AI-driven support that delights customers and enhances your brand's reputation.
Service Automation Module Includes
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Omnichannel Ticketing
Automate ticket capture from emails, calls, third-party sources, websites, and integrated social media listening for faster response and seamless support. Boost efficiency with an all-in-one solution.
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24/7 Help Desk
Utilize our 24/7 help desk with auto-routing, SLA tracking, escalation, and timely customer service features for enhanced support and satisfaction. Streamline workflows with real-time assistance.
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Support Analytics
Access metrics on case duration, agent efficiency, customer ratings, SLA breaches, and service dashboards for data-driven insights and improved performance. Enhance support with real-time analytics.
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Empowering Mobility and Productivity
Boost productivity with mobile apps, complaint tracking, customer portals, and more for top-tier service. Empower teams and enhance customer satisfaction with streamlined tools.
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No Code Configurators
Streamline ticketing, set rules, create reports, and gather feedback with ease using our intuitive drag-and-drop interface. Simplify processes for efficient support management.
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Ease of Deployment
Choose on-site or Automation deployment (AWS, Azure, etc.) for seamless integration, scalability, and flexibility. Switch effortlessly as your needs evolve.

Why Service Automation?

Boost agent productivity with AI-driven automation, predictive issue resolution, and intelligent workflows, reducing manual tasks and errors.
Accelerate response times using omnichannel ticketing, smart routing, and AI-powered sentiment analysis to prioritize urgent issues.
Deepen customer loyalty with personalized, proactive support from AI-powered insights and a unified Customer360 view for seamless interactions.
Streamline operations with automated workflows, dynamic SLA management, and a powerful BPM engine for efficient collaboration and consistent service.
Deliver 24/7 support via AI chatbots, mobile apps, and self-service portals, with smooth handoffs to human agents for complex issues.
Leverage AI through Gen-AI-powered knowledge platforms and R-YaBot for real-time agent guidance and precise, data-driven customer responses.

Drive Support Automation Through

Customer360° View: A Complete Customer Picture
Gain a comprehensive view of your customers with SimpleCRM's Customer360° dashboard, a powerful tool that centralizes all critical customer data into one easily accessible panel. This feature-rich dashboard consolidates customer profiles, sentiment analysis, ticket history, product usage, and website activity, giving your team a complete understanding of each customer. With real-time access to this information, your team can engage in more meaningful and context-rich conversations, allowing for quicker resolutions and significantly improving the overall customer experience. The Customer360° dashboard helps eliminate data silos, ensuring your team has a holistic view of each customer’s journey. In addition to providing valuable insights, Customer360° is enhanced by AI-driven recommendations that offer personalized suggestions, product offers, and next-best actions tailored to individual customer needs. This not only drives higher engagement but also fosters long-term customer loyalty. Whether you are aiming to enhance customer satisfaction, improve service response times, or boost retention, the Customer360° dashboard equips your team with the tools to achieve superior results.
Multi Channel Ticket Creation
Simplify and automate customer ticket creation across multiple channels with SimpleCRM. Our platform captures tickets from traditional sources like email, phone, and web forms, as well as from social media platforms like Facebook, Twitter, and more through advanced social listening capabilities. This ensures that every customer inquiry, regardless of the channel, is captured and addressed in real-time, preventing any request from slipping through the cracks. With SimpleCRM's multi-channel ticketing system, your support team can manage requests efficiently from one centralized location, delivering prompt and effective issue resolution. Whether your customers reach out via email, call, website, or social media, your team is equipped to respond quickly, improving both customer satisfaction and operational efficiency. This comprehensive ticket management solution guarantees that your business stays agile and responsive across all customer engagement points.
Business Process Management (BPM) and Workflow Engine
Take control of your service operations with SimpleCRM's advanced BPM (Business Process Management) and Workflow Engine. BPM helps businesses define, automate, and optimize their core processes for improved efficiency and performance. By streamlining workflows, BPM reduces manual intervention, accelerates decision-making, and eliminates bottlenecks, allowing your teams to focus on more value-driven tasks. With SimpleCRM's BPM, you can design, automate, and monitor processes with ease, tailoring workflows to suit your business needs. Automate repetitive tasks, speed up ticket resolutions, and enhance cross-departmental collaboration, ensuring a seamless flow of information and tasks. BPM also provides real-time insights into process performance, helping you identify areas for improvement and quickly adapt to changing customer demands. By optimizing operations, BPM fosters scalability, enables faster service delivery, and enhances customer satisfaction. This increased operational agility positions your business for sustainable growth, ensuring you stay competitive in an ever-evolving market.
Gen-AI Powered Service Copilot
Transform your customer support with our Gen-AI Powered Service Copilot. This intelligent AI assistant automates routine responses, predicts customer needs, and offers real-time, tailored recommendations to enhance every interaction. By continuously learning from customer engagements, the Service Copilot delivers smarter, more efficient support, reducing response times and improving overall satisfaction. With the ability to scale personalized experiences, this AI-driven solution empowers your team to handle high volumes of inquiries while maintaining quality. The Service Copilot not only streamlines operations but turns your customer service into a competitive advantage, driving loyalty and business growth.
Knowledge Base: Empower Customers and Agents with Self-Service Solutions
Simplify knowledge management with SimpleCRM's Knowledge Base, offering a centralized hub for articles, FAQs, and case resolutions. Agents can easily create, update, and maintain helpful content, while customers can quickly search for answers to their questions, reducing the need for direct support. This self-service approach empowers both your team and your customers, enabling faster issue resolution and minimizing the volume of support tickets. By streamlining access to information, your business can improve efficiency, enhance customer satisfaction, and reduce the workload on your support team.
Document Management: Simplify Collaboration and Access
Access and manage critical documents effortlessly with SimpleCRM’s Document Management feature. Associate important documents with customer accounts, cases, or opportunities to streamline communication and ensure everyone stays informed. Easily upload, categorize, and version documents in multiple formats (PDF, Word, Images, etc.). This allows for more effective collaboration across teams and with customers, keeping everything organized and accessible.
Public & Private Notes: Streamlined Communication and Tracking
Effortlessly manage and access critical documents with SimpleCRM’s Document Management feature. Link important files to customer accounts, cases, or opportunities to streamline communication and ensure everyone stays informed. Easily upload, categorize, and version documents in multiple formats, including PDFs, Word files, and images. This feature enhances collaboration across teams and with customers by keeping all documents organized and easily accessible. By simplifying document management, your business can improve efficiency, ensure consistency, and maintain seamless communication throughout every interaction.
Support Portal: Empower Customers with Self-Service Tools
Enhance customer satisfaction with a dedicated, self-service Support Portal. Customers can securely submit, track, and manage tickets, report issues, and exchange documents with your support team, all in one place. This portal fosters a transparent and collaborative approach to issue resolution, empowering customers to take control of their inquiries while reducing the workload on your service agents. By offering a streamlined self-service experience, your business can improve efficiency, boost customer engagement, and deliver faster, more effective support.
Intelligent Chatbots: 24/7 Customer Support with a Human Touch
Deliver 24/7 support with SimpleCRM’s AI-powered chatbots. These intelligent bots handle routine queries, streamline customer interactions, and provide instant responses, significantly reducing wait times. Equipped with natural language processing (NLP), they understand customer needs and offer human-like interactions, enhancing satisfaction and fostering loyalty. By automating repetitive tasks, these chatbots free up your support team to focus on complex issues, improving overall efficiency and allowing for more personalized service where it matters most. This ensures continuous support while driving customer engagement and satisfaction.
Field Service Mobile Apps: Real-Time Support for Field Agents
Empower your field agents with Field Service Mobile Apps, providing real-time access to customer information, job updates, and route optimizations. These apps ensure technicians can deliver prompt, efficient service by staying seamlessly connected to back-office operations, even while on the go. With powerful mobile solutions tailored to your business needs, you can enhance productivity, reduce downtime, and improve first-time fix rates. Keep your field agents informed and responsive, driving efficiency and customer satisfaction through cutting-edge mobile technology.
Advanced Analytics & Reporting: Actionable Insights for Improved Service
Unlock deeper insights into your customer service performance with SimpleCRM’s Analytical Reporting. Track essential metrics such as agent productivity, case resolution times, and customer satisfaction to make data-driven decisions that improve operations. With real-time dashboards, you can continuously monitor and optimize service delivery, ensuring your support team stays responsive and efficient while maintaining high customer satisfaction. Leverage these powerful insights to enhance performance and drive better outcomes for your business.
Key Benefits
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