Unlimited users just $99/month

Your whole organisation for one fixed price

Book a demo
View all templates

IT Customer Relationship Management

This process manages customer requests, surveys their satisfaction, and ensures quick responses.

Workflow template includes the following steps

Step 1 — Register Customer Request

Register the customer's request or complaint in the system.

Due Date

Output Field Conditions

Step 2 — Evaluate Request

Evaluate the request or complaint to determine the appropriate response or action.

Output Field

Step 3 — Respond to Customer

Respond to the customer's request or complaint promptly and professionally.

Due Date

Output Field Conditions

Step 4 — Conduct Satisfaction Survey

Conduct a satisfaction survey to gauge the customer's satisfaction with the company and products.



This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of IT Customer Relationship Management

The IT Customer Relationship Management process is an essential tool for any IT product company. It focuses on managing customer requests, continuously surveying their satisfaction with the company and products, and allowing for quick responses to any requests or complaints. This process has been developed specifically with IT product customers in mind.

The benefits of having this business process are numerous. Firstly, it ensures a structured and systematic way of handling customer requests. This structure prevents any requests from falling through the cracks, ensuring all customer concerns are addressed. Secondly, by continuously surveying customer satisfaction, the company can gain valuable insights into their product’s performance and areas for improvement. This feedback loop is crucial for continuous improvement and innovation.

Furthermore, this process allows for quick responses to customer requests or complaints. In the fast-paced IT industry, a quick response time can make the difference between a satisfied customer and a lost one. By ensuring that customer complaints are addressed promptly, the company can maintain a positive relationship with its customers, fostering loyalty and repeat business.

Lastly, this process is specifically tailored to IT product customers. This specificity ensures that the unique needs and challenges of this customer segment are taken into account, leading to more effective and efficient customer relationship management.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

Use our Workflow Template Generator to create a customized template
for this business process based on your prompt

Learn more about Free Workflow Template Generator

Create an Account to Instantly Use
Our Workflow Template Generator

You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

Start Your 7-Day Unlimited Plan Trial

The server is not respondingPlease try again later