Customer Request Manager
Keep track of every request—from clients, teammates, or partners—in one simple, organized inbox. Route it to the right person, monitor progress, and never lose track of what needs a reply.
Features and Functionalities
- Central inbox to manage all internal or external requests
- Submit and categorize requests using smart forms
- Assign requests to people or departments with deadlines
- Track request status: open, in progress, resolved, overdue
- Add notes, attachments, and internal comments
- Automatically convert requests into tasks if needed
- Set SLAs or response expectations
- Filter by request type, assignee, or client
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Common Business Scenarios
- Clients request updates or documents—routed to the right team
- Employees log IT, HR, or finance requests with response tracking
- Customer asks for a presentation—request tracked from creation to delivery
- Founder checks on open client questions before a big pitch
- Sales logs product feedback or custom requests post-meeting
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Pain Points It Resolves
- Eliminates missed follow-ups buried in inboxes or chat threads
- Clarifies who is responsible for each type of request
- Improves response times and customer satisfaction
- Works for internal operations and external client service alike
- Reduces the need for complex helpdesk software
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How the AI Assistant Helps
“What client requests are still pending?”
Filtered list with status
“Create a new request for onboarding materials”
Auto-formatted
“Remind me if a request goes unanswered after 2 days”
Automated tracking
“Show all internal finance-related requests this month”
Smart filtering
MANAGE REQUESTS LIKE A PRO
Whether you’re helping clients, supporting teammates, or managing internal workflows—this module gives you structure without adding friction.