Industry solution
Customer Service and Help desk
Process client queries, orders and quotes systematically. PaperTrail routes correspondence to the right people and keeps a full history for fast replies.
The PaperTrail solution
Increase goodwill with faster turnaround times
The problem. Client queries, orders and quotes land in personal inboxes. Messages get missed, two people answer the same email, and nobody has the full history when a client calls back.

- Systematically process client queries including orders and quotes by automatically routing correspondence to the appropriate personnel.
- Keep a historical record of all communications, with staff able to reply using built-in email viewing and response facilities that offer consistent signatures.
- Group mailboxes simplify teamwork by providing access to all correspondence within one central location as opposed to a large number of disjointed individual email boxes.
What changes
- 01 Every query to the right person. Correspondence is routed automatically to the person who should handle it.
- 02 One shared mailbox, not dozens. Group mailboxes put all correspondence in one place for the whole team.
- 03 The full history, every time. Staff see every past message and reply from inside PaperTrail with consistent signatures.
Platform capabilities
Built on the PaperTrail platform.
- 01 Group Email Manage large volumes of customer emails in a team environment See the feature
- 02 Routing and Workflow Streamline processes with automated routing and a rule-based workflow See the feature
- 03 Storage and Retrieval Find any document instantly See the feature
- 04 Reporting Report on any SQL data within the PaperTrail EDMS See the feature
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Further reading
Solutions
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Schedule a demo
Talk to us about Customer Service and Help desk.
- support@egis-software.com
- 138 Athol Street, Highlands North, Johannesburg
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