Customer Survey

Built For You. All In One.

Never let a customer forget you

Experience an effortless and highly efficient workflow by leveraging the FluidTasks Customer center's intuitive interface and comprehensive features

customers value good customer service


say customer experience is a top factor when selecting an insurance provider.


state little or no communication was their top challenge with insurers


say that using technology would increase their overall satisfaction

FluidTasks Customer Center:

Harnessing Automated Operations


Efficient Customer processes are a cornerstone of success, enabling businesses to maintain a strong customer focus and drive growth. With FluidTasks' advanced Customer center operations, organizations can optimize customer relationships, streamline workflows, and maximize productivity.

They can also deliver exceptional customer experiences, boost sales effectiveness, and pave the way for sustainable growth in today's competitive landscape by utilizing the FluidTasks customer center.

FluidTasks offers a solution for managing customer details with ease. Our user-friendly form enables you to capture and store essential customer information, including KYCs, dependency details, health records, and more. This centralized database ensures efficient management and personalized interactions.....

CRM dashboard

Analytics and Reporting

Our Customer center dashboard is a powerful tool that provides easy-to-understand data visualizations and empowers businesses with real-time customer insights.

CRM form

Customer Management

FluidTasks offers a form where you can input all customer details, ensuring a complete and organized customer profile. Capture crucial information, etc.

message crm

Automation and workflow customization

FluidTasks allows you to set up time-based triggers to automate actions and reminders based on specific timeframes or deadlines.

"Place yourself at the forefront of your customers' experience by putting them at the center."