For Client Success Teams
Turn client requests and escalations into structured, trackable tickets so you can solve issues faster and monitor customer health proactively.
The Challenge
The friction and manual work holding you back.
Critical client issues get lost in shared inboxes or individual DMs, leading to slow response times and frustrated customers.
There's no easy way to track the lifecycle of a client request, from initial report to final resolution, making handoffs between tiers or departments messy.
You lack the data to spot recurring problems, identify at-risk accounts, or show leadership how your team is actively preventing churn.
How Warkflow Solves It
A smarter, automated way to get work done.
Centralized Ticket Intake
Give clients one dedicated portal to submit all requests, questions, and issues.
Automated Triage & Routing
Automatically assign tickets based on client tier, issue type, or team member availability.
SLA Tracking
Set and monitor response and resolution time goals to ensure your team meets its commitments.
Internal Collaboration
Loop in technical support or product teams on the same ticket, keeping all context in one place.
Client Health Dashboards
See every open ticket, recent interaction, and status for each client at a glance.
Feature Spotlight
The core capabilities that make it all possible.
SLA & Due-Date Reminders
Never let a high-priority client ticket go stale again.
Private Internal Notes
Collaborate with teammates without cluttering the client view.
Client-Facing Status Pages
Reduce "just checking in" emails with a transparent portal.
"Warkflow is our early warning system. We now spot and resolve potential escalations 48 hours faster than before, which has been huge for retention."
David Chen
Head of Customer Success at SaaSGrid