Quotes & Client Management
chx4-work is designed to site along side your extsing financial systems and grow with you.
Quotes
Make your first impression your best impression.
Capabilities
- Build quotes using a catalogue of Products and Services.
- Clearly outline expectations and assumptions
- Built in review and approval process before sending
- Capture acceptance and approvals online with digital signatures
Benefits
- Clear communication with clients
- Transparent costs and expectations
- Templating functionality to standardise quote layout and content
Service Desk
An online portal where clients can request changes, or report problems.
Capabilities
- Effective communication of changes and issues
- Complete history of any discussion related to the request
- Dashboard and graphs to show open items at a glance
- Customisable request form to capture business specific information
Benefits
- All interactions are logged and searchable
- Track metrics related to closure rates and open times