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
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
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
