Features

ExcelsiorDesk is designed for organizations of any size to manage all their jobs online efficiently and seamlessly collaborate without local software installations. Some of the key features include:

• Create and track jobs for clients, suppliers, and internal use
• Keep all notes, documents, and discussions about a job in one sequentially organized online file
• Keep copies of all documents attached to the job in one easy-to-find location
• Keep all interested parties in the loop
• Keep track of all outstanding jobs
• Assign jobs to individuals and pass along jobs when one task is done
• People can set up and manage their priorities and timelines in real time
• Create multiple jobs for complex issues, job priorities, and timelines instantly
• Emails can be sent directly into the ExcelsiorDesk queue either by creating a new job or responding to an existing one
• Track time against a case for billing or to track effectiveness – coming soon!
• Create groupings of cases for meetings and tracking purposes
• Manage workflow and track employee workload

Contact List & Mailing

You can create a contact list within Desk of all of the contacts your company works with – both companies and individuals. You can link individuals to companies and track what kind of work you are doing for them. You can also categorize them. For instance:

• Customer
• Prospect
• Former customer
• Supplier

And send group emails based on the category. This is perfect for marketing, service issues, and holiday closures.

It’s Your Desk

• White Labelled – so it looks like your company
• Customization is available including:
  • Online forms – Coming Soon!
  • Additional tracking features