Overview
Help Desk Tour Provide faster and better support for your customers.
Get a Demo See HappyFox Helpdesk in action.
Features
Ticketing System Deliver exceptional customer service with HappyFox.
Knowledge Base Promote self-service; build help and FAQ pages.
Canned Actions Respond faster using templated responses and actions.
Automation Reduce the time spent on repetitive tasks.
Task Management Create and manage all the tasks involved in resolving a ticket.
Asset Management Track hardware and software assets in one place.
Satisfaction Survey Get Feedback and Improve Customer Experience.
Help Desk Reports Monitor, Analyze and Improve your Customer Support.
Industries
Education Streamline your IT and Operations Support
IT Services Provide the best IT support
Non-Profit Organisations Affordable help desk for efficient operations
Airlines Elevate your customer service experience
Resources
E-books & Guides Resources to reinvent your customer service experience.
Webinars Learn how to make the most of HappyFox products.
Customer Stories Thousands of great companies call HappyFox a great friend.
Videos Checkout our library of educational videos.
Support Center What can we help you with? Talk to our customer support.
Blog Learn tips, stories, and new techniques.
Increasing acquisitions while keeping cost of services down, dealing with consistent regulatory changes and recessions, handling increased scrutiny and building strategic business intelligence - The challenges for a financial services enterprise are massive. Why add Customer service to that already bloated list? With HappyFox financial help desk software, create tickets, respond to queries and provide stellar customer service.
With HappyFox financial help desk software, create tickets for all the requests from clients, partners and vendors, respond to queries and provide great customer support. HappyFox has been designed to simplify customer service in your financial institution to help you establish a strong client base and fortify relationships.
Discussions with clients are normally on a varied range of issues including stock brokerage, investment banking etc. and they have multiple queries. HappyFox lets you create tickets for all these queries, track discussions using these tickets and lets you stay informed while responding to the client. This is a customer support software for financial institutions that helps categorize issues according to their description, assign it to appropriate staff and track performance.
Stock brokers, investment bankers, financial consultants, professional wealth managers - The list is endless. HappyFox financial services help desk lets you manage all these contacts with ease, organize and separate them under contact groups so that no time is wasted in trying to remember names or in hunting for contact numbers and mail addresses.
HappyFox lets you create a comprehensive self-service knowledge base for your financial organization, where your customers having issues can refer to articles for resolution. They can also view the FAQ section to understand various procedures, thereby leading to lesser incoming tickets to be handled by your support team. Further, your support staff can use this as a knowledge repository, refer to internal articles for handling issues and resolve them faster.
HappyFox along with useful CRM integrations, lets your sales and support teams work in sync. Create tickets for all your sales leads to track progress, add regular notes for references and also use the private notes feature to have discussions confidentially. Never let a request or sales lead get lost in the shuffle, with the HappyFox financial services help desk.
Lots of exciting work, projects and events coming up over the summer! Using my @HappyFoxApp helpdesk to keep track of everything!
— Lou Invine-Rawlins (@LouiseFHG) July 12, 2013Financial services require integrating your operations with constant feedback from high-value clients, to pinpoint areas that require attention, eliminate them and focus on intensifying overall customer service. HappyFox lets you gather feedback from customers using surveys, monitor them using tickets and makes service delivery simple and hassle-free.
HappyFox is integrated with cloud accounting softwares like Freshbooks, so that you can manage expenses, track time spent and also have all this information stored on your HappyFox ticket for future reference. Save time spent on logging and invoicing using the Freshbooks-HappyFox integration.
Help desk Integration
A happy roof that can accommodate all your favorite business apps.
