Heat Software

Heat Software

Verified

HEAT Software is an IT help desk solution with on-premise, cloud-based and mobile options. The system integrates service management with client management, in both a web-based and server-based environment. HEAT can support any type of help desk or contact center with voice-enabled solutions by combining common phone technology with the service desk application. Managers can monitor employee productivity with centralized reporting and more than 200 templates. 

This platform includes all core offerings in a Help Desk solutions, plus expanded features such as self service, knowledge management, and communication management with telephony. HEAT also offers product training, professional service and cloud consulting. 

HEAT is best suited for organizations that need more than 10 customer service and support agents accessing the system. It works for professionals in many industry segments, including banking & mortgage, hospitality/travel, public sector, retail, and software/IT.


Cloud Deployment: No
On-Premise Deployment: No
Website: http://www.heatsoftware.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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