PagarBook + Vtiger CRM

  • INDUSTRY
  • Software
  • LOCATION
  • Bengaluru, India

About the Company

PagarBook is a payroll and attendance management software designed for small and medium-sized businesses. It enables organizations to efficiently manage financial records, employee attendance, salaries, loans advances, and pay slips. Trusted by numerous businesses, PagarBook simplifies work and payment management processes.

The Challenge

Before adopting Vtiger CRM, PagarBook had significant challenges while managing its customer success life cycle. The main issues were as follows: 

  • Inefficient handling of reports and dashboard
  • Limited customization

The Solution

Vtiger CRM offered a customized solution to help PagarBook resolve its problems. The main features and modules deployed are: 

  • Customization of Features: To meet specific business requirements
  • CSAT documentation: For tracking customer satisfaction effectively
  • Reports and Dashboards: Enabling data-driven insights
  • Tasks and Tickets: Streamlining task assignment and issue resolution
  • Mails and Chats: Enhancing communication workflows

Implementation

The solution was implemented team-wise, which made sure that every department would be able to transition smoothly into the new system. This approach made the transition an easy one, without any disruptions. 

Outcomes and Benefits

After implementing Vtiger CRM, PagarBook experienced a few transformative outcomes: 

  • Improved Data Transparency: Visibility into customer success metrics and processes has been enhanced.
  • Improved Customer Experience: Better service delivery has been enabled through real-time access to data, leading to higher satisfaction levels.

PagarBook is happy with the support provided by the Vtiger team during the implementation process, including their promptness, thoughtful approach, and helpful initiatives.

About the Company

PagarBook is a payroll and attendance management software designed for small and medium-sized businesses. It enables organizations to efficiently manage financial records, employee attendance, salaries, loans advances, and pay slips. Trusted by numerous businesses, PagarBook simplifies work and payment management processes.

The Challenge

Before adopting Vtiger CRM, PagarBook had significant challenges while managing its customer success life cycle. The main issues were as follows: 

  • Inefficient handling of reports and dashboard
  • Limited customization

The Solution

Vtiger CRM offered a customized solution to help PagarBook resolve its problems. The main features and modules deployed are: 

  • Customization of Features: To meet specific business requirements
  • CSAT documentation: For tracking customer satisfaction effectively
  • Reports and Dashboards: Enabling data-driven insights
  • Tasks and Tickets: Streamlining task assignment and issue resolution
  • Mails and Chats: Enhancing communication workflows

Implementation

The solution was implemented team-wise, which made sure that every department would be able to transition smoothly into the new system. This approach made the transition an easy one, without any disruptions. 

Outcomes and Benefits

After implementing Vtiger CRM, PagarBook experienced a few transformative outcomes: 

  • Improved Data Transparency: Visibility into customer success metrics and processes has been enhanced.
  • Improved Customer Experience: Better service delivery has been enabled through real-time access to data, leading to higher satisfaction levels.

PagarBook is happy with the support provided by the Vtiger team during the implementation process, including their promptness, thoughtful approach, and helpful initiatives.

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