CRMJetty

Agents spend   15%   of their time just reviewing ticket histories and jotting down updates. That’s the equivalent of losing every Friday to a task nobody enjoys. It’s like finishing a marathon, then being told to recap every step, in perfect detail, before getting a sip of water. This isn’t about sloppiness or slow typing. It’s about outdated processes draining productivity. When agents spend 5 to 10 minutes per ticket on documentation, those minutes snowball into hundreds of lost hours. That’s time they could spend fixing complex issues, improving the customer experience, or simply moving on to the next ticket faster. If your team is swamped but still writing notes by hand, the issue isn’t bandwidth. It’s your workflow. And it’s fixable with the right kind of automation. Why Writing Case Notes Feels Like a Repetitive Chore Case notes are a core part of any support process. They create a trail of actions taken and help teams stay aligned. But writing them feels like busywork ...

Nonprofits do important work. But they often struggle behind the scenes. Even with a CRM in place, many still rely on emails, spreadsheets, and paper forms. These manual processes slow everything down. Stakeholders expect better. Donors want to see where their money goes. Volunteers want easier coordination. Staff want tools that make work smoother. Here’s the thing. Transparency matters. A peer-reviewed study found that when organizations moved from being non-transparent to transparent, they saw a  53 percent  increase in total contributions the next year. That kind of growth is no accident. It shows that people are more willing to give when they feel involved and informed. A nonprofit portal can make this happen. And we will show how! Current Challenges in Nonprofit Processes To deliver a smooth and interactive experience to donors, volunteers, and internal teams, you need a nonprofit portal, or you might face the following challenges: Manual Entry and Errors Staff often spe...

Reaching out to customer services has always been the last resort for customers as these long wait times, endless holds, and getting transferred from one department to another just vex them. Customers usually jump onto these customer services to solve their queries, track orders, and access everything they need in just a few steps. However, this is nothing similar to what happens, but customer portals are developed so advanced that they can revolutionize the entire operation and make it a simple Customer self-service process. With current digital transformation sweeping through industries, enterprises are turning to  customer portal solutions  to simplify interactions, increase efficiency, and improve user experiences. Also, you can see numbers back it up, the market for self-service portals is expected to hit $99 billion, growing at a staggering rate by 2032. Companies using these platforms report a reduction in service costs and increase in customer satisfaction. But how exa...