Use Cases
All-in-one support platform
Collaborative shared inboxes
Personalized service at scale
Key Features
Every channel in one inbox
Resolve faster than ever
Work faster, together
Real-time support and bots
Track support requests
Deflect support questions
Surface key customer insights
Organize, route, and resolve
Real-time service metrics
Connect to other systems
How Countsy cracked the code for client expansion
For Countsy, a firm that provides finance, accounting, and HR solutions to venture-backed startups, Outlook left much to be desired when it came to communicating with clients. The team had hundreds of clients with multiple distribution lists, making it complicated to keep track of requests. Onboarding was tough as new team members lacked visibility and historical context.
Watch webinar
Mairtini Ni Dhomhnaill, Founder of Countsy, knew there had to be a better way to centralize information and eliminate communication silos within the team to free up time to focus on what mattered most: the client relationship. In this webinar, Mairtini shares her lessons on how Countsy derived success from evolving its communication strategy to improve client growth and retention.
Watch to learn more about:
How Countsy has taken on clients at an accelerated rate and services existing ones more efficiently
Current client expectations and why strategic vs. transactional partnerships are key to growth
Why the human touch is a must-have component of every interaction in successful accounting firms
