NETPROCESS

Helpdesk & client portal

Centralise tickets, priorities and customer history in a shared workspace.

Ticket categories and handling stages

Priority and ownership rules

Customer portal access tests

From requirements to everyday work

Centralise requests

Define intake channels, ticket categories, priorities and owners. Keep the customer and communication history linked to the request.

Organise handovers and resolution

Prepare stages, assignment rules and the information needed for diagnosis. Test escalation and customer communication according to agreed service arrangements.

Open the right information to each customer

Configure portal access and document visibility. Verify that each customer sees only authorised records before enabling access.

Explore further

Your first questions.

Choose the right version together.

The choice depends on your needs, modules and constraints. Odoo 20 is an option to assess after compatibility checks.

Do we need to replace all our tools?

The consultation identifies tools to keep, integrations to plan and processes to prioritise. The proposal defines scope and responsibilities.