Customer self service portal
- Saved a month after the portal's cost
- $2,841
- Tickets deflected a month
- 360
- Saved a year
- $34,092
The numbers on this page come from the inputs you enter and the method stated: 3,600 seconds to an hour, 52 weeks to a year, twelve months to a year, and nothing else. No industry shrinkage figure, no occupancy benchmark and no assumption about your attrition; every one of those is yours to enter.
A customer self service portal for the small company that answers the same twenty questions all day: the help centre that answers before a ticket is raised, the customer's own account, cases and documents, and the request form that raises a ticket only when self-service has not worked. On Orgplanly the deflection plan is worked from the questions you actually get and what each costs to answer by hand, and the portal content plan is the list of articles that plan says to write first, kept as a record so the team that staffs support on the org plan is sized to the tickets that remain.
Open the Customer self service software: the deflection savings Free to use. No account, no card, no trial clock.
Work the deflection from your own ticket mix
The free worksheet takes the questions you get, how often, and the minutes each takes to answer by hand, and shows what a portal article for each would deflect and what that is worth per month. On Pro the plan is kept and re-worked as the mix changes.
Plan the portal content in the order it pays
The portal content plan lists the articles, the account pages and the forms the deflection plan justifies, most-deflected first, with an owner and a date for each. It is the writing order, not a wish list.
Size support to the tickets that remain
The tickets the portal does not deflect are the ones a person answers. That number goes back to the org plan as the support headcount the plan should carry, so self-service and staffing are one decision rather than two.
Free worksheets for this feature
Everything this feature does in Orgplanly
Customer self service portal: common questions
Does Orgplanly host the portal? No. It works the deflection plan and keeps the portal content plan and the request form design as records. The portal itself runs on your help desk or website; what to build there, and in which order, is decided here.
Can I work the deflection plan without an account? Yes. The customer self service software worksheet and the self service portals content plan work on the page from your own ticket mix with no sign-up. Pro keeps both as records.
What does the self-service capability cost? It is $9 of the $90 Orgplanly Pro plan, one of six capabilities, and is not sold on its own.
Orgplanly Pro
Keeping what you make
The worksheet answered today's question. Pro keeps the answer: the plan you just worked saved against the team it belongs to, re-opened at the next review instead of rebuilt, branded and exported for the budget meeting.
- Download the finished checklist or intake form as a file the client accepts
- The paperwork goes out clean, without the Kickoffo watermark
- Re-use the checklist for the next client instead of rebuilding it
- Your firm's logo on every checklist and form you send
- Export every client's onboarding at once when the account review or the buyer asks
- Send the plan for review from the record, not a spreadsheet
- Not part of Orgplanly today; your billing stays where it is
- Not part of Orgplanly today; your ledger stays where it is
$90per month, whole team
Start Orgplanly Pro PricingOrgplanly Pro renews monthly at $6.50 per user per month until you cancel; the price and renewal terms are shown before checkout.