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AgentCubed Agency Management Platform from AgentCubed
Lead tracking and routing, sales pipeline management, workflow automation, agent onboarding, quoting, data analytics, and commission management.
Product analysis by function
Lead Management Systems for Distribution and Agency Management
Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.
More Lead Management Systems
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Lead Capture & Ingestion
(10 Yes /10 Known /11 Possible features)
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Multi-channel lead capture Ability to collect leads from multiple sources such as web forms, email, call center, social media, and third-party partners. |
Platform supports lead capture from web forms, agent entry, and integrations, covering multi-channel. | |
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API-based lead ingestion Support for receiving leads via APIs from external systems or aggregators. |
API-based ingestion is a core capability; referenced in product integrations. | |
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Bulk lead import Upload or import large batches of lead data at once (e.g., via CSV, Excel). |
Bulk import via CSV/XLS supported for onboarding and mass data loads (seen in onboarding/documentation). | |
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Duplicate detection System identifies and flags duplicate leads upon entry. |
Duplicate lead detection is a standard feature; referenced in lead management/quality control. | |
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Lead validation Automatic checks for data completeness and quality (e.g., valid phone/email). |
Lead validation (e.g., fields, email, phone) mentioned in onboarding and data integrity features. | |
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Data enrichment Ability to automatically enrich leads with additional data (e.g., demographics). |
Platform advertises automatic data enrichment and integration with third-party data sources. | |
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Lead source tracking Captures and reports where each lead originated from. |
Lead source tracking is explicitly mentioned in sales analytics and reporting. | |
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Time to lead creation Time required from lead arrival to being recorded in the system. |
No information available | |
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Lead assignment rules Customizable rules for how leads are distributed to agents/agencies. |
Custom assignment rules described under 'lead routing and workflow automation.' | |
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Real-time lead notification Notifies agents immediately when a new lead is assigned. |
Real-time lead notifications to agents upon assignment featured in marketing/sales materials. | |
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Manual lead entry Allows users to enter leads manually via a data entry interface. |
Manual lead entry is included for agent onboarding and sales ops. |
Lead Distribution & Assignment
(10 Yes /10 Known /11 Possible features)
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Round-robin assignment Leads are automatically distributed evenly among available agents. |
Round-robin assignment among agents is called out as an available distribution method. | |
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Priority-based assignment Assignment based on lead scoring or business priority. |
Priority-based assignment or scoring referenced as part of workflow automation and lead prioritization. | |
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Geo-location assignment Matching leads to agents/agencies based on location. |
Geo-location based assignment possible, per customization/advanced lead routing support. | |
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Availability-based routing Considers agent/agency availability when distributing leads. |
Routing by availability (e.g., office hours, on-duty) is mentioned in advanced workflow options. | |
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Reassignment capability Allows for leads to be reassigned manually or automatically if not actioned in set time. |
Reassignment of leads (manual or automated) is a feature for unworked or stale leads. | |
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Assignment audit trail Tracks and logs all assignment and re-assignment actions. |
Audit logs for lead assignment; referenced in activity tracking and compliance features. | |
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Max distribution per agent Maximum number of active leads assignable to a single agent concurrently. |
No information available | |
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Custom assignment workflows Ability to design and implement bespoke assignment logic/workflows. |
Custom/bespoke assignment workflows via the workflow engine described. | |
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Auto-escalation Automatic escalation of un-actioned leads after a designated time. |
Auto-escalation of inactive/unworked leads built into workflow automation. | |
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Team assignment support Distributes leads to teams, not just individuals. |
Team assignment/routing (not just individual agents) included in documentation. | |
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Assignment notifications Agents/agencies receive notifications upon lead assignment. |
Notifications on new assignments/lead actions for agents is indicated. |
Lead Tracking & Status Management
(11 Yes /11 Known /11 Possible features)
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Customizable lead statuses Define and configure multiple lead status stages (e.g., New, Contacted, Quoted, Converted, Lost). |
Customizable lead status stages (e.g., New, Contacted, Quoted) are part of tracking configurability. | |
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Automated status updates System automatically updates status based on activity or integration with core systems. |
Status changes can occur automatically based on workflow triggers and agent activities. | |
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Manual status change Allow users to manually update lead status. |
Manual status changes supported for agents via interface. | |
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Activity timeline Chronological log of all activities/interactions with a lead. |
Activity timeline/audit of all interactions for each lead present. | |
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Notes and attachments Support for storing notes and uploading documents to a lead's record. |
Notes and file attachments are referenced in the platform tour. | |
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Follow-up tracking Track scheduled follow-ups and reminders for each lead. |
Follow-up and reminder tracking are included in workflow and agent actions. | |
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Conversion status Track and flag whether a lead has been converted into a sale or client. |
Converted status and win tracking are part of sales pipeline management. | |
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Reason capture for lost leads Capture reasons when a lead is marked as lost or dropped. |
Platform can capture reasons for lost/unsuccessful leads as part of agent workflow. | |
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Lead age/aging reports Reports showing the age of leads in each status. |
Lead aging reports called out in analytics features. | |
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Inactive lead detection Automated detection and flagging of leads that have not seen activity within a threshold. |
Inactive lead detection available via reporting and workflow. | |
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Automated reminders/follow-ups System-generated reminders to follow-up with leads. |
Automated reminders and follow-ups through workflow automation included. |
Performance Analytics & Reporting
(10 Yes /10 Known /11 Possible features)
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Customizable dashboards Personalized graphical dashboards for agents, managers, and admin users. |
Dashboards for agents and managers are customizable for KPIs. | |
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Pipeline reports Visualization of leads throughout the sales funnel. |
Pipeline reports (sales funnel visibility) included in performance analytics. | |
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Conversion rate analytics Track and report lead-to-sale conversion rates. |
Conversion rate tracking and analytics with performance reporting. | |
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Channel attribution Reports on conversion and performance by lead source/channel. |
Channel attribution available due to lead source tracking and reporting. | |
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Agent/agency performance metrics Metrics and leaderboards for individual or group performance. |
Agent/agency performance leaderboards and metrics are featured. | |
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Custom report builder Users can build and export custom reports. |
Custom report building and data export tools included. | |
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Automated report scheduling Schedule and distribute regular reports via email. |
Users can schedule automated recurring reports. | |
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Funnel drop-off analysis Analyze where leads are getting stalled or lost in the funnel. |
Funnel dropoff analysis shown as one of the dashboard/reporting capabilities. | |
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Time to conversion Average time taken for a lead to be converted. |
No information available | |
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Downloadable data exports Ability to export data in common formats (CSV, Excel). |
Exports support XLS/CSV download (data export for offline analysis). | |
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Real-time analytics Access to live updated stats and charts. |
Real-time analytics for leads, sales, agent performance. |
Integration & Interoperability
(10 Yes /10 Known /10 Possible features)
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CRM integration Native or API-based integration with major CRM systems. |
CRM integration options for Salesforce, Vertafore, AMS, etc., listed. | |
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Core insurance system integration Integration with policy administration, claims, or underwriting platforms. |
Integration with core insurance systems referenced; automates quoting and policy workflow. | |
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Telephony integration Connect with call center, dialing, and telephony solutions. |
Telephony/call center integrations listed as part of CRM/communication features. | |
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Calendar integration Sync follow-ups and meetings with calendars (Google, Outlook, etc.). |
Calendar (Google/Outlook) integration described for meeting/follow-up management. | |
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Email integration Connect with email providers to track communication and automate mailings. |
Email integration for outbound/inbound tracking and campaign support. | |
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Third-party marketing automation Integrate with marketing automation tools/platforms. |
Integration to marketing automation platforms is referenced (eg. Salesforce Marketing Cloud, Hubspot). | |
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Open API availability Provides open, documented APIs for custom integrations. |
Open API published for customer and partner integrations. | |
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Webhook support Support for triggering outbound webhooks on events. |
Outbound webhooks/event triggers available for custom integration. | |
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File exchange/FTP integration Support file-based imports/exports via SFTP/FTP. |
Support for SFTP/FTP file imports/exports possible for batch management. | |
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Single sign-on (SSO) support Integration with enterprise identity providers for unified login. |
Single Sign-On supported for enterprise clients (see documentation). |
User Experience & Accessibility
(6 Yes /6 Known /10 Possible features)
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Responsive web interface UI adapts to all device sizes (desktop, tablet, mobile). |
Responsive web experience (desktop, tablet, mobile web) described. | |
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Dedicated mobile app Native apps for iOS and Android for field agents. |
No information available | |
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Multi-language support System is available in multiple regional languages. |
No information available | |
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Customizable user dashboards Each user can personalize their dashboard view. |
User dashboards are customizable; each user role sees tailored KPIs. | |
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Accessibility compliance Meets industry standards for accessibility (e.g., WCAG 2.1, ADA). |
No information available | |
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Quick search & advanced filters Robust search and filtering for fast lead retrieval. |
Quick search and advanced filtering throughout the platform. | |
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Bulk actions Perform actions (reassign, update status, etc.) on multiple leads at once. |
Bulk actions (update/delete/assign) shown in list views for admins. | |
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In-app notifications Notifications and alerts delivered within the application interface. |
In-app notifications (bell icon, banners) present for assignments and action reminders. | |
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User onboarding/tutorials Built-in guides to train new users or agents. |
Built-in user tutorials and onboarding tours offered to new users. | |
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System response time Typical response time for user actions in the interface. |
No information available |
Automation & Workflows
(10 Yes /10 Known /10 Possible features)
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Automated task creation Tasks such as follow-ups are created automatically based on lead stage or inactivity. |
Automated task creation for follow-ups and other triggers built in. | |
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Workflow builder Visual/no-code builder for defining custom workflows and automation. |
Visual/no-code workflow builder explicitly mentioned. | |
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AI-based lead scoring Predictive scoring to prioritize leads most likely to convert. |
AI or rules-based lead scoring for prioritization is part of sales pipeline management. | |
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Scheduled communications Auto-send emails/SMS/calls based on workflow triggers. |
Scheduled, automated communications (email/SMS) can be set up in workflow engine. | |
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Drip campaign support Automated, staged multi-step communication workflows. |
Multi-step drip campaigns part of marketing/email suite. | |
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Rule-based escalation Escalates leads to managers or reassigns based on set criteria. |
Rule-based escalations for lead management workflows. | |
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Automated notifications User or manager alerts generated by workflow conditions. |
Automated notifications throughout various system workflows. | |
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Lead nurturing flows Multi-touch automated nurture sequences. |
Lead nurturing flows with multi-step communication possible; mentioned as 'nurture and engage.' | |
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Time-based triggers Workflow triggers based on specific time intervals. |
Workflows can include time-based triggers (ex: act if untouched for X days). | |
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Custom webhooks/actions Workflow steps can make external API calls or trigger webhooks. |
Workflow engine allows for custom webhooks and external actions. |
Compliance, Security & Data Privacy
(10 Yes /10 Known /10 Possible features)
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Data encryption Lead data is encrypted at rest and in transit. |
All lead data encrypted in transit and at rest; called out for compliance. | |
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Audit trails Comprehensive logging of all critical data access and changes. |
Extensive audit trails and logs indicated in compliance documentation. | |
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Role-based access controls Permissions based on user roles; restrict access as needed. |
Role-based access configurable at platform and organization level. | |
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GDPR/CCPA compliance System is compliant with major data privacy regulations. |
Product is listed as compliant with major data privacy laws (GDPR/CCPA). | |
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Consent management Mechanisms to record and manage marketing consent from leads. |
Marketing consent management and consent tracking included as feature. | |
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Data retention policies Configurable policies for how long data is retained. |
Configurable data retention policies mentioned for compliance support. | |
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Field-level security Restrict who can see or edit specific data fields. |
Field-level security options available for sensitive fields. | |
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Data masking Sensitive data is masked in reports and user interfaces as necessary. |
Data masking configurable for certain fields in reports/UI. | |
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Secure data deletion Capabilities for verified, secure lead deletion from system. |
Secure, verified deletion workflow described for compliance. | |
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Multi-factor authentication Support for 2FA or multi-factor authentication for user logins. |
Multi-factor authentication included as part of security measures. |
Configurability & Customization
(10 Yes /10 Known /10 Possible features)
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Custom fields Add and configure custom data fields to lead records. |
Custom fields can be defined by org admin in lead schema. | |
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Branding customization White-labeling support for agency/distributor branding. |
Platform supports branding customization/white-labeling. | |
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Hierarchical access levels Support for layered agency/distribution channel hierarchies. |
Support for multi-level organizations and channel hierarchies. | |
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Channel-specific workflows Workflows and rules defined per distribution channel or agency. |
Workflows can be channel-specific, allowing unique logic/routing. | |
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User-defined lead statuses Ability to define custom lead lifecycle stages. |
Custom lead status/lifecycle stages supported for pipeline management. | |
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Notification tailoring Allow users/agencies to set their own notification preferences. |
Notification preferences can be tailored per user/org/team. | |
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Role-specific UI views Interface adapts depending on user role (agent, manager, admin, etc.). |
Role-specific UIs for agents, managers, admins described. | |
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Product-line configuration Setup for multiple insurance product lines with unique processes. |
Support for multiple product lines, each with custom workflows. | |
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Dynamic form builder Administrators can create and adjust data collection forms. |
Dynamic form builder included for admin configuration. | |
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Custom validation rules Add organization-specific data validation logic. |
Admins can configure organization-specific data validation. |
Scalability & Reliability
(5 Yes /5 Known /10 Possible features)
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Concurrent user capacity Number of users that can be supported simultaneously. |
No information available | |
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Uptime guarantee Service level agreement for system availability. |
No information available | |
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Disaster recovery Robust business continuity and disaster recovery planning. |
Disaster recovery/continuity plans referenced as part of reliability statement. | |
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Load handling Capability to handle surges in traffic or lead volumes. |
Scales with traffic surges and high lead volumes per testimonials/docs. | |
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Performance monitoring Ongoing system health and usage monitoring. |
System health/performance monitoring for uptime, latency available. | |
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Geographically distributed hosting System is hosted in multiple regions for fault tolerance. |
No information available | |
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Service scalability Ability to seamlessly scale resources up or down based on usage. |
Cloud architecture supports seamless scaling of compute and storage. | |
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Auto-backup frequency Frequency of automatic system backups. |
No information available | |
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Failover capability Support for automatic failover in case of system component failures. |
Failover automation included as part of system uptime/disaster recovery. | |
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API rate limit Number of API requests that can be processed per minute. |
No information available |
Support & Vendor Services
(9 Yes /9 Known /10 Possible features)
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24/7 technical support Continuous support availability via multiple channels. |
24/7 technical support via multiple channels shown on support page. | |
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Dedicated account manager Assigned account manager for personalized service. |
Dedicated account manager assigned for enterprise customers. | |
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Onboarding assistance Help with setup, configuration, and user training. |
Onboarding, training, and configuration support provided. | |
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User documentation Comprehensive manuals, guides, and FAQs. |
Comprehensive user documentation and FAQ/knowledge base available. | |
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Community/knowledge base Online forums or resources for peer support. |
Online community and support knowledge base available via support portal. | |
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Implementation services Professional services for complex integrations/rollouts. |
Implementation (integration, rollout) services available for complex customers. | |
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Response time SLA Guaranteed maximum response time for support requests. |
No information available | |
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Training resources Online training, video tutorials, and in-person sessions. |
Online and in-person training resources: video tutorials, documentation, webinars. | |
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User feedback process Structured mechanism for product improvement suggestions. |
Structured feedback loops (feature suggestions, product roadmap polling). | |
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Regular product updates Ongoing feature releases and bug fixes. |
Regular updates and enhancements noted in announcements/releases page. |
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