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Structured Processes for Better Customer Service
Calls |

With piaX, you keep track of all customer inquiries, improve response times, and enhance service quality – for more efficient and professional call handling.

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Call Handling

With this piaX add-on, you optimize your call processing and ensure structured, transparent, and fast handling of all customer inquiries. From the first contact to the final resolution – keep track of all calls, document relevant information, and optimize your service processes.

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Success Factors

With piaX, you capture and track all calls centrally, seamlessly, and in a structured way. Detailed error analyses and a complete call history improve customer communication and problem-solving.

Features

See for yourself what our powerful features can do!

  • Clear main list of all calls
  • All calls directly visible at the customer record
  • Detailed call information for complete documentation
  • Free text fields for individual notes and comments
  • Transparent tracking of all processing steps
  • Call items with serial number details for targeted error analysis

How our Calls module complements your piaX CRM

Every call is captured centrally

Incoming calls and inquiries are created directly in the system and linked to the corresponding customer or contact.

Structured and efficient processing

Thanks to automatic documentation and intuitive operation, handling is fast and without information loss.

Seamless and professional

Employees can access the complete call history at any time to respond precisely to customer inquiries – without redundant follow-ups.

Better processes through clear structures

With comprehensive evaluations of processing times, error types, and call histories, processes can be continuously optimized.

Fast Call Handling – professional, traceable, efficient.
Discover the key features of piaX CRM – for more efficient processes and stronger customer relationships.

Clear main list of all calls

Keep track of all incoming and outgoing calls. Thanks to direct assignment to the respective customer or contact, you immediately see open inquiries and their status. All calls directly visible at the customer.

All calls directly visible at the customer record

Every call is stored in the customer record, so you can instantly see which inquiries a customer has already made and what actions have been taken.

Detailed call information for complete documentation

Each call includes comprehensive details such as contact person, processing status, affected products, and actions already carried out.

Free text fields for individual notes and comments

Capture additional information directly in the call – whether specific customer requirements, special agreements, or additional explanations.

Transparent tracking of all processing steps

Every action within a call is logged – from recording to processing through to final resolution. This keeps the entire process transparent.

Call items with serial number details for targeted error analysis

All affected serial numbers are recorded, including technical details, downtimes and outages, error lists with error types and causes. This structured error management helps identify and resolve problems more quickly and efficiently.

Maximize your potential with our piaX CRM add-on modules

piaX-DMS

View all documents such as contracts, emails, or photos, or capture new ones offline.

piaX Price & Stock Information

Always stay informed about current prices and inventory levels in the field.

piaX Call Management

View and process complaints and issues in full detail.

piaX Quote Pre-Creation

Easily draft quotes offline to respond faster to customer inquiries.

piaX Travel Expense Recording

Record your travel expenses based on Outlook appointments.

piaX Route Planning

Optimize your trips with radius search and see everything on a map.

Learn more in our information brochure or through an individual presentation. Write to us – we will get back to you promptly.