Dossier

Help Desk & Customer Support Software

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Dossier is an innovative app designed to streamline and organize customer conversations across various platforms, including email, website chats, and popular collaboration tools like Slack and Asana. By seamlessly syncing messages, contacts, and files, Dossier enhances team collaboration and improves customer relationship management without disrupting existing workflows.

Dossier can be found in Help Desk & Customer Support Software categories.

The most similar products to Dossier are:

Ahsuite Promoted → Docketbook → FuseDesk → Dossier → Airdocs →

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Details

Dossier Main Features

• CRM Sync
  Dossier syncs contacts and emails with Salesforce and HubSpot to keep your customer information updated.
• Website Chat
  Dossier lets you chat live with website visitors and identify them when they return.
• Task Assignment
  Dossier allows you to assign incoming emails and chats to team members and track their progress.
• Chrome Extension
  Get notifications and quick access to customer conversations with the Chrome extension.
• Asana Integration
  You can manage your email inbox in Asana and automatically save emails and attachments to projects.
• File Organization
  You can organize files from emails into folders in services like Box and Drive.
• Slack Integration
  Dossier syncs emails and chats to Slack channels, so anyone can reply directly in Slack.
• Team Collaboration
  Dossier helps teams work together in apps like Salesforce, HubSpot, Slack, and Asana to manage customer conversations.
• Recent Activity Feed
  You can see all customer activities in your team with the Recent Activity feed for better tracking.
• Search Functionality
  Easily search for any information across all customer conversations.
• Secure Customer Portal
  Customers can log in securely to view their messages and tasks.
• Conversation Monitoring
  Dossier keeps track of all employee and customer conversations in one place, including emails and chats.
• Email and Chat Templates
  Use templates to quickly send messages to customers via email or chat.
• Email to Task Conversion
  You can automatically turn email requests into tasks in Asana.
• Email and Chat Management
  You can reply to emails and website chats directly from Dossier, making it easy to support customers.
• Online Presence Detection
  See when your app users are online and message them directly.

Dossier Benefits

• Automate Tasks
  It can turn emails into tasks in Asana or tickets in Zendesk, saving time and effort.
• Live Chat Support
  You can chat live with website visitors, helping you respond quickly to their needs.
• Team Collaboration
  It allows different teams to work together using their favorite apps without changing how they communicate.
• Increase Visibility
  Team members can see client conversations, which helps improve communication and service.
• Organize Conversations
  Dossier helps keep all customer emails, chats, and files in one place, making it easy to find and manage them.
• Sync with Popular Apps
  Dossier connects with apps like Gmail, Slack, and Salesforce, so you can use the tools you already know.
• Track Customer Activity
  Dossier notifies you of all customer actions, so you never miss important updates.
• Manage Tasks Efficiently
  You can assign and track client emails and chats to team members, ensuring nothing gets overlooked.
• Create Intelligent Dossiers
  Dossier automatically organizes information for each client, making it easier to manage relationships.
• Search Conversations Easily
  It allows you to search through all customer conversations, making it simple to find specific information.

Who should use Dossier?

• Sales Teams
  Sales teams can use Dossier to keep track of customer emails and chats, making it easier to follow up and close deals.
• Support Teams
  Support teams benefit by organizing customer requests and replies in one place, so they can help customers faster.
• Helpdesk Teams
  Helpdesk teams can easily track and respond to customer issues, ensuring no requests are missed.
• Marketing Teams
  Marketing teams can see customer feedback and conversations, helping them create better campaigns.
• Operations Teams
  Operations teams can manage all customer conversations in their favorite apps, making their work smoother and more efficient.
• Project Managers
  Project managers can organize emails and files related to clients in one place, making it easier to manage projects.
• Website Managers
  Website managers can chat live with visitors and identify them, improving customer service on their site.

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Technologies Used

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