A customer calls with a simple question about an ongoing job. The phone assistant answers the question directly. A second call is about a more complex matter – here the assistant captures the details and arranges a callback, instead of keeping the customer waiting. Both matters are then visible to the team, with the information already captured.
Industries – Service Providers
Software for Service Providers: Steer Customers, Tasks, and Service Cases Centrally
Between ongoing projects, customer enquiries, and day-to-day operations, it's easy to lose track of who's handling what right now. The Lysis platform brings together customers, tasks, and service cases in one place, and can be extended with AI support for phone and email when a lot of similar requests come in.
Everyday Life at Many Service Businesses
- Tasks and responsibilities are scattered across emails, chats, and calendars instead of visible in one place
- Service cases and customer enquiries aren't tracked consistently
- At high workload, it becomes unclear which request currently has priority
- Follow-up questions on ongoing projects repeatedly interrupt the workflow
- New leads and existing customer relationships don't come together in the same system
What the Platform Offers Service Providers
Customers and Leads in One Place
Contacts, customer relationships, and new leads are managed centrally, including a history of past matters.
Service Cases as Tickets
Requests, complaints, and ongoing matters are organised as tickets with a status and owner.
Communication Linked to Documents
Messages about a customer or matter can be linked directly to the relevant documents.
Roles for Team and Responsibility
Rights and roles define who can view or edit which customer and matter data.
AI Support for Customer Service
- Calls about simple matters are answered directly; more complex topics are forwarded or a callback is arranged
- Emails are categorised by topic, urgency, or responsibility, instead of sitting unsorted in the inbox
- Recurring requests are captured and summarised before they reach the team
- More complex or urgent matters are flagged and handed off to the right person
Reliable Day to Day, Secure With Customer Data
- Rights and roles ensure only authorised people have access to customer and matter data
- Processing can be done locally, or alternatively on servers within the EU
- Customer data is not used to train AI models
- Integration with existing systems is assessed on a project basis
If You're Not Sure Yet Where to Start
Not every service provider needs the same solution. Sometimes a single point of relief on the phone or in the inbox is enough at first; sometimes it's worth looking at your entire customer and task organisation. In our first conversation, we'll work out together where your business currently loses the most time.
Arrange an Initial Conversation