Customer records
Keep customer identity, contact information, service relationships and history organized in a central operational record.
ALVNA Customer & Service Management
A customer system shaped around your business.
Centralize customers, services, documents, recurring work, communications, payments and staff workflows in a configurable platform.
Configurable CMS
Your business process defines the deployment.
ALVNA configures the Customer & Service Management System around how your organization actually operates and can expand it as the business grows.
Services and recurring work
Track multiple services per customer, recurring activities, due dates, renewals and follow up requirements.
Documents and records
Associate business documents and supporting records with the customer and service workflow where teams can find them.
Invoices and payments
Connect service activity with invoicing and payment status for businesses that need customer and financial workflow visibility.
Communications and tasks
Organize customer communications, staff assignments, tasks and follow ups so work does not depend on individual memory.
Search and reporting
Use centralized search, filters, reporting and exports to find information and understand the operating workload.
Security and accountability
Support permissions, MFA, auditability, backup and recovery as the deployment and number of users grow.
Configurable modules
Enable the capabilities appropriate to the business and expand the platform without forcing every organization into the same workflow.
Where it can be deployed
Insurance, tax and accounting, consulting, professional services, property management, equipment services, repair and maintenance, contractors, licensing, certification, membership organizations and other customer centered or recurring service businesses.
An insurance operation may organize customers, services, documents, renewals, payments and follow ups. A tax or accounting office can manage yearly customer services, documents and recurring work. A repair organization can maintain customer, equipment and service history. ALVNA adapts the modules and workflow to the operating model rather than presenting a generic contact list.