Harati Technology | X-PERT CSMS (Customer Service Management System)

Product overview

X-PERT CSMS is a complete Customer Service Management System designed for software companies, service providers, and support teams to manage customers, product installations, training, complaints, inquiries, follow-ups, support activities, and AMC renewals from a centralized platform. The system helps organizations track customer interactions, service requests, support status, and maintenance contracts efficiently.

Features & capabilities

Master Setup & Management

Create staff
Create product
Create agent
Customer information management
Service configuration
Master data management

Installation & Training Management

Software installation management
Implementation tracking
Training management
Training schedule management
Installation history
Customer onboarding process

Complaint & Support Management

Complaint detail entry
Complaint tracking
Support request management
Issue resolution tracking
Customer support history
Service status monitoring

Inquiry & Follow-up Management

Inquiry system details
Lead and inquiry management
Customer follow-up
Status tracking
Inquiry history
Customer communication records

AMC & Service Contract Management

AMC (Annual Maintenance Contract) management
AMC renewal tracking
Contract expiry monitoring
Renewal reminders
Service agreement management
Customer maintenance history

Reports & Analytics

Installation reports
Training reports
Complaint reports
Support reports
Inquiry reports
Follow-up reports
AMC renewal reports
Customer service performance reports
Staff activity reports
Management reports