Every ticket linked to the CRM record — your team sees the client's compliance status, deal history, and loyalty tier before picking up the phone. SLA tracking, chatbot deflection, and a client portal built in.
Clients submit via portal or email. Tickets auto-categorised, prioritised, and routed to the right team member. No request falls through.
Define response and resolution SLAs per priority. Real-time countdown visible to agents. Automatic escalation on breach. SLA performance reports for management.
Every ticket linked to CRM contact and company. Agents see deal stage, AML/KYC status, billing history, and previous tickets — without switching tabs.
Branded self-service portal for clients to submit requests, check ticket status, and view past resolutions — reducing your support volume automatically.
The HubSecure Chatbot handles common queries automatically. Only unresolved conversations escalate to a service desk ticket — with full chat history transferred.
Track ticket volume, resolution time, SLA compliance, and agent performance. Identify recurring issues and knowledge base gaps — proactively.
When a ticket arrives, your agent immediately sees who the client is, their AML status, their open deals in CRM, and whether they're a Gold Customer Club member. No context-switching needed.
See how HubSecure Service Desk gives your support team full client context on every ticket — and your clients a portal they'll actually use.
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