Resolve IT and client requests faster. Every ticket is linked to the CRM record — your team knows the client's compliance status, open deals, and history before picking up the phone. SLA tracking built in.
Clients submit requests via portal or email. Tickets are automatically categorised, prioritised, and assigned to the right team member. No request falls through the cracks.
Define response and resolution SLAs per priority level. Track compliance in real time. Automatic escalation when SLAs are breached. SLA performance reports for management review.
Every ticket is linked to a CRM contact and company record. Agents see the client's compliance status, open deals, invoice history, and previous tickets — without switching tabs.
Clients get a branded self-service portal to submit requests, check ticket status, and view past resolutions — reducing your support volume while improving the client experience.
Track ticket volume, resolution time, SLA compliance rate, and agent performance. Identify recurring issues, peak times, and knowledge base gaps — and fix them proactively.
Know the client's deal stage, AML status, and relationship history the moment a ticket arrives. No context-switching needed.
Ticket attachments stored securely in Vault — not in email threads. Every file access is logged and traceable.
Flag tickets that involve potential compliance concerns directly to the AML team — with a click, not an email chain.
HubSecure's AI chatbot handles common queries automatically. Only unresolved conversations become service desk tickets.
Book a demo and see how HubSecure Service Desk gives your support team full client context on every ticket — and your clients a portal they'll actually use.