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Click to download a printable version of CustomerFirst's key features

CustomerFirst is a CRM Help Desk software that includes defect and bug tracking software capabilities for those companies that are supporting internally developed software. It integrates the communications between support or help desk, development, and professional services. CustomerFirst helps you manage your relationship with your customers and keep your customers satisfied by being responsive to their needs. It manages the flow of work from the time an issue is first reported until it is fully resolved.

Some of the major functionality provided by CustomerFirst is:

  • E-mail integration for incoming, outgoing, and email broadcasts;
  • Knowledgebase to efficiently find past resolutions and fixes;
  • Tracking of support and services contracts to ensure profitability of your support team;
  • Automated rule-based escalation to ensure response times and SLA times based upon user defined criteria;
  • Ability to break work into multiple tasks for managing larger projects;
  • Time tracking for billing customers and users;
  • Work flow management;
  • Forms feature to define mail merge documents and format reports;
  • Easy to customize to ensure fast and low cost CRM implementation.


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