Put context within reach
Bring customer records and payment visibility into your branded back office. Give your team a useful starting point for handling recurring requests.
CRM & customer operations
Customer records and payments. In one place.
Bring CRM, customer records and payment context into your branded back office. Automate the repeated work between support, finance and operations, around the way your team works.
Your brand. Core platform live in days.
YOUR PLATFORMYOUR WORKFLOW
01Customer record
02Payment context
03Support request
BUILT AROUND YOUR TEAMYour team’s workflow
Prepared information
Finance handoff
Exception review
Illustrative workflow. Tailored with your team.
LESS REPETITION. MORE CONTROL.
Less chasing information. More helping customers.
Automate the repeated steps
Work with us on information gathering, preparation and handoffs. Keep the decisions that need judgement with the right people.
Connect support and finance
Build around the information each team needs and the next action it owns. Include exceptions so difficult requests have a clear path forward.
FROM EVERYDAY WORK TO AUTOMATION
Start live.
Build around your team.
Branding and environment setup get your core platform live in a few days. We then work with the people doing the work to automate their processes while they are already using it.
- Existing platform foundation
- Customer records and payment visibility within the branded back office.
- Tailored with your team
- The preparation, handoffs and exceptions your support and finance teams handle.
- 01
Request and context
Agree the request type, customer reference, information needed and person responsible.
- 02
Configured work
Build the agreed preparation and handoff steps, with access and decision boundaries reviewed together.
- 03
Outcome or escalation
Validate the expected result and define who handles incomplete information or an exception.
Is this a replacement for every support tool?
Start with customer records and payment context in your branded back office. We tailor operational workflows with your team; helpdesk, messaging, sales-pipeline and external-tool requirements are scoped separately.
Can finance and support work on the same process?
Yes, we work with both teams to understand their handoffs and build agreed automation. Start with the information each team needs and the responsibility for checking or approving the next step.
Does this include a forex trader room or IB system?
Exirom comes from iGaming and is seeking its first forex partner. A trader room, IB system and trading-platform connections are not included in the scope described here. We review those requirements with a prospective partner.
What should our support team prepare?
Bring a recurring request, its usual steps, an exception and the tools involved. Remove customer data from examples used in an initial discussion. Include someone who does the work and someone who can confirm the desired outcome.
YOUR OPERATIONS, UNDER YOUR BRAND
See the platform.
Discuss your workflow.
Walk through customer records and payment context. Then map a recurring support request and the handoffs you want to automate.
A redacted example is helpful, but you don’t need one to request a demo.