Discover how you can manage prospects, onboard your customer delightfully and deliver excellent service using our solution.

Today customers wants to be treated as invited guests to a party, and expects you to be the hosts. They want to interact, engage and feel enchanted when dealing with your business. Our Customer Onboarding and Relationship management solutions is built centering our thoughts on making every important aspect of the customer experience a little bit better. Bring your customer into the center of your universe.

Customer onboarding and profile management

Our app allows mobile/tablet based self-service onboarding of the client using an easy to use interface.This helps you capture right information and automate the onboarding process.Customer profiling feature of our solution helps you capture detailed information, stats, Q&A and periodic updates. Our solution supports, custom field, information management capabilities and modular approach to get the customer profile with the ease.

Customer Service Delivery Management

Our modern web app is built using robust service process management architecture integrated with a workflow automation and knowledge base management.

The real-time communication delivery engine ensures that you get instant notifications, real-time feedback and automated task scheduling to deliver the customer delight.

Any device access

Our solution is built on solid foundation and designed to be accessible on any device providing seamless experience.

  • Interactive real-time web application architecture for backend and dashboard.
  • Mobile and tablet app for onboarding, customer logging, and real time customer engagement.
  • Synchronization, notification and calendar integration.

Workflow enabled tasks and assignment handling

Our software is built to support the diversified teams and multi level user workflow based on the roles and specialization.

  • Customer service escalation funnel
  • Exception reporting to track the service level inefficiencies
  • Decision support system
  • Team tasks and team performance analysis

Activity logging and real time communication

Todays customers want to stay connected. We support direct activity logging and tracking by customers. Our mobile app integration helps you stay connected with your customer and enable them to participate during the service delivery period.

  • Activity logging by customer
  • Q&A with your client service representative
  • Real time progress report and exception reporting
  • Notifications, reminders and calendar integration
  • FAQ and knowledge dissemination for better informed customer relationship management

Extensive reporting and integration

We have integrated tons of reports to help you stay on course of your business and customer relationship. Our dashboard helps you stay focused and stay informed

  • Reports on customer acquisition, customer service delivery and satisfaction.
  • Daily log sheets of tasks, activities and team performance.
  • Period reports to analyze the customer, business team and overall performance.
  • Integration with billing and accounting system for financial management.



We are an innovative software and product development firm creating business facing and meaningful digital products.

Our team at Appetals works closely with our clients to shape their ideas into a web and mobile apps with ethics, speed and boldness of entrepreneurship.