Practice Management Software for Accounting Firms
Email Insights: Drive better behavior
Visualize your firm's email activity to identify trends, improve client service and boost communication efficiency.
$10/Month, Per User
Or Free on Enterprise Plan
Analyze email performance.
Understand how your firm communicates. Evaluate the behavior of your entire firm or specific individuals, teams and clients.
- Uncover patterns in email effectiveness and efficiency
- See team members who are overloaded
- Know which clients require more attention
- Reveal email volume unrelated to client work
Drive better behavior.
Identify coaching opportunities to drive improvements. Learn actions to boost efficiency and deliver time-savings across your firm.
- Cut email-management time
- Visualize email volume on colleague and client leaderboards
- Reduce conversation length
- Know what email protocols to implement
![A filtered Insights view showing email volume by type for the last month](/static/a8ec5d5d93e75e7d7fff4e41d2242fea/475af/insightsMob1.png)
Improve client service.
Monitor communication KPIs relating to individual clients. Ensure your team spends their time in the right places and clients receive your best service.
- Identify clients who have not been contacted recently
- Anticipate client questions
- Reveal clients who are slow to respond or over-communicate
- Ensure SLAs are achieved
Monitor trends.
Compare metrics over time and see how habits evolve. Use filters to customize and report on what matters most.
- See the effect of seasonality or external events
- Identify changes in average response time
- Monitor the impact of improvements
- Discover your busiest times of day
![Email insights broken down by response time and team member.](/static/933d1f6087ab267071433074286a4d07/475af/insightsMob2.png)
![Karbon email insights interface](/static/71fc12ac23e3faf95b5440f1734f7330/7f25c/insightsNoMenu.jpg)
The best bit about this data is it shows actions that we can actually instigate to be more efficient and provide a better client service.— Graeme Tennick. Graeme Tennick & Co Chartered Certified Accountants