CNV Connect Professional services
CNV Connect for professional services
Client work as tasks and tickets, approvals for expenses and leave, and the internal paperwork in one workspace.
What we hear
The daily friction
- Client requests arrive by e-mail and disappear into inboxes
- Expense claims are a spreadsheet plus a photo of a receipt
- Nobody knows who is at capacity until somebody misses a deadline
- HR documents live in three different drives
What changes
How the workspace answers it
Client requests as tickets
One queue, SLA clocks, assignment rules and reply templates.
Workload before overload
Open tasks grouped by assignee, so rebalancing happens before the deadline slips.
Approvals that fit policy
Add a finance signature above a threshold using a condition on the form.
One employee file
Contracts with renewal warnings, leave balances and assets held, per person.
Why it holds up
Everything runs on the same people and permissions, so there is no second directory to keep in step.
Get your whole team on one system this week
The Free plan covers 10 users with every module switched on — no card, no sales call, no migration project.
Free forever for 10 users · no credit card · set up in an afternoon