Zervise
por WEANALYZ TECHNOLOGIES PRIVATE LIMITED
AI-powered Helpdesk, CRM, Sales and FSM in Microsoft Teams
Zervise is an AI-powered business platform that brings Helpdesk, CRM, Sales, and Field Service Management (FSM) together within Microsoft Teams.
With Zervise, organizations can manage customer support, employee support, sales opportunities, customer relationships, and field service operations without constantly switching between applications.
Helpdesk
Create, assign, track and resolve support tickets directly from Microsoft Teams. Manage priorities, statuses, SLAs, approvals, automations, knowledge base articles, reports and customer feedback from a centralized helpdesk.
CRM & Sales
Manage customers, leads and opportunities throughout the sales lifecycle. Track activities and follow-ups, create quotes and sales invoices, and provide your sales team with a complete view of customer interactions.
Field Service Management
Manage work orders, scheduling, job sheet and field activities. Give service teams better visibility of their work while keeping customer and service information connected.
AI-Powered Support
Use Zervise AI capabilities to automate customer interactions, answer common questions, assist agents and improve the efficiency of support operations.
Omnichannel Customer Engagement
Connect customer conversations from channels such as Microsoft Teams, WhatsApp, Instagram and Web with Zervise, allowing support teams to manage interactions from a unified platform.
Built for Microsoft Teams
Zervise works natively within Microsoft Teams so users can collaborate, manage support requests, communicate with customers and access business information without leaving their Teams environment.
One Connected Platform
Zervise natively connects Helpdesk, CRM, Sales and FSM, allowing information to flow across business processes—from customer enquiry and opportunity management to sales, service and support.
Zervise is suitable for businesses looking to centralize customer and employee support, improve sales operations, streamline field service management, and use AI to automate everyday business processes.
If you have any questions regarding Zervise, please feel free to contact us at [support@zervise.com].
To report issues with AI-generated content, please email a detailed description to support@zervise.com [Issue with AI generated content] and include relevant screenshots or message links for faster resolution.
Limitations, conditions, and exceptions
- For Zervise tab to be accessible to an account, that account must be a member of the team.
- All members added to a team needs to access Zervise tab at least once for their account to be added as an “User” inside Zervise.
- Whoever is installing Zervise to a team for the first time will be given the “Owner” role. This can be later changed from the Settings page of Zervise by the current Owner.
Resources and Videos
Funcionalidades de la aplicación
- Puede enviar datos por Internet
- Esta aplicación puede obtener acceso a información personal en el mensaje activo, como números de teléfono, direcciones postales o URL. No se pueden leer ni modificar otros elementos del buzón. Revise la directiva de privacidad del desarrollador para obtener más información sobre cómo se administra y procesa la información personal.