Project Management for Customer service software company Template

Manage all of your customer service software operations, customer support inquiries, feedback, user accounts, and payments in one place and share them with the right team members and departments. Building your customizable project management tool takes 15 minutes with softr.io!

Internal Tool

Project Management

Use Template

Project Management for Customer service software company Template

This project management template allows you to track and manage all your customer service software operations, such as customer support inquiries, handling customer feedback, managing user accounts, and much more. The task tracking and collaboration feature ensures that your team stays on top of all tasks, resolving client inquiries promptly and effectively. Softr's granular control over permissions and visibility helps minimize distractions and ensures that only authorized personnel can access sensitive customer information. With our project management template, you can streamline your customer service software company, optimize your team's productivity, and provide top-notch service to your clients. Get started today and take your customer service software company to the next level.

New project form

Add a new project along with its details.

Easy editing

Team members can edit project details, task status, and more based on their roles.

Comments

Communicate with team members by commenting on tasks.

Team directory

A directory with detailed bios for each team member.

Calendar view

View project tasks within a calendar view.

Kanban view

View project tasks as a Kanban board.

Overview
Softr’s Project Management for Customer service software company lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your Project Management for Customer service software company. Also, do not hesistate asking for help via our customer support chat if needed!

Related Templates