Customer Service Management

Your shared inbox can't scale. Customer service management software that can.

B2B support teams that have outgrown shared inboxes and basic ticketing need more than a queue manager. Vivantio gives you the workflows, SLAs, knowledge and reporting to deliver consistent service as volume grows.

Demo built around your current support setup. No generic walkthrough. ~30 minutes.

57%
Increase in CSAT scores
4.7★
Average G2 rating
3 wks
Typical time to go live
Vivantio customer service management platform

B2B support teams at leading organisations trust Vivantio

Beyond reactive support

From inbox chaos to structured service operations.

Vivantio gives B2B customer service teams the depth to build consistent, accountable service — without the complexity of enterprise platforms built for IT.

SLA management & accountability

Stop missing commitments — know exactly where every case stands

When every case lives in a shared inbox, accountability disappears. Vivantio tracks every case against the SLA your customer expects, escalates before a breach, and shows managers exactly where the bottlenecks are — in real time.

  • Customer and account-level SLA configuration
  • Automated escalation before breach, not after
  • Live dashboards showing SLA health across all queues
See how SLA management works
SLA management dashboard in Vivantio
Customer account context

Full account history — at the point agents need it

Without account context, every conversation starts from scratch. Vivantio's built-in CRM gives agents a complete view of each account — open cases, past interactions, contract status and contacts — so they never have to ask what they should already know.

  • Account and contact records with full case history
  • Entitlement and contract-level service tiers
  • Linked across all channels — email, portal, phone
Explore CRM for customer service
Customer account view in Vivantio
Self-service & knowledge

Deflect repeat questions. Delight customers. 24/7.

A significant portion of support volume is answerable by a good knowledge base. Vivantio's self-service portal gives customers a branded, searchable space to find answers and raise requests — reducing repeat tickets while improving the experience.

  • Branded customer portal with search and request forms
  • Structured knowledge base linked to ticket resolution
  • AI-powered answer suggestions at the point of need
Explore self-service
Customer self-service portal in Vivantio
Complete customer service platform

More than SLAs and a shared inbox. The full picture.

Every capability below is included in your Vivantio licence — omnichannel intake, automation, reporting and AI, all configured for B2B customer service.

Omnichannel ticketing

Email, portal and phone tickets in one queue — no channel gets missed or siloed.

Automation & workflows

Auto-route by customer tier, case type and urgency — without manual assignment overhead.

Reporting & dashboards

CSAT trends, SLA performance and workload at a glance — per team or per agent.

AI-assisted answers

Suggested answers deflect cases at the portal before they reach your support team.

Personalised workspace

Each support team owns its own queue, forms and branding — fully configurable.

Customer asset tracking

Track customer-owned products and equipment against every support case.

Integrations

Connect to your customer stack.

Vivantio's FLEXBridge integration engine connects to CRM, email platforms and communication tools — no code required. Salesforce, HubSpot, Teams and hundreds more.

FLEXBridge Salesforce Microsoft Teams HubSpot Slack Active Directory + hundreds more
Results that count

Real support teams. Real outcomes.

0%
Increase in CSAT
Survey scores rose from 3.0 to 4.7 stars after optimising service workflows and response consistency.
0%
Reduction in call volume
Dramatic ticket deflection achieved after deploying the self-service portal and knowledge base.
0x
Increase in case capacity
Scaled from 50 to 250 cases per day with no increase in headcount through smarter workflows and automation.
Recognised by the support teams who use us every day
Moving from your current tool

A step up that doesn't slow your team down.

Vivantio is configured around your existing processes, not the other way round. Most teams are live and handling cases in under a month.

Live in weeks, not months

A dedicated consultant builds Vivantio around your customer workflows. Most support teams are live in around three weeks.

★★★★★ We ditched a 3-year development project in Dynamics with multiple full-time on-staff developers and replaced it with Vivantio in 3 weeks. G2 Review · Verified User

One platform. One price.

Customer service, ITSM and enterprise workflows on one licence — no module add-ons or per-feature charges.

★★★★★ We evaluated 8 different vendors, and Vivantio was our number one choice. It's full-featured, has all the solutions we needed in one place. G2 Review · Verified User

Support that knows your system

Full-time people who know your configuration and your customers — not a generic support queue or offshore contractors.

★★★★★ I've worked in IT for 35 years, and I cannot think of another vendor that gets support so right, so often. G2 Review · IT Professional
Common questions

Customer service management: what teams ask us

What is customer service management software?

Customer service management (CSM) software helps B2B support teams manage customer cases, SLAs and communication across channels. It goes beyond basic ticketing to include structured workflows, knowledge management, automation and reporting — so teams can deliver consistent, accountable service at scale.

How is Vivantio different from Zendesk or Freshdesk?

Zendesk and Freshdesk are designed primarily for consumer-facing support at high volume. Vivantio is built for B2B organisations where account relationships, SLA accountability and service depth matter more than raw ticket throughput. Vivantio also covers ITSM and ESM on the same platform — so IT and customer service can share infrastructure without separate tools.

Can Vivantio handle B2B customer accounts, not just individual contacts?

Yes. Vivantio's built-in CRM tracks accounts, contacts and their full interaction history — so agents always have context on who they're talking to, what open cases exist, and what the account relationship looks like.

Does Vivantio support a customer self-service portal?

Yes. Vivantio includes a branded self-service portal where customers can search for answers, submit requests and track their cases — reducing inbound volume while improving customer experience. The portal can be configured per team or per customer type.

Ready to scale your support

See customer service management built around your team

We'll show you exactly how Vivantio handles your current customer workflows — with a demo built around your setup, not ours.

~30-minute demo No commitment Built around your current setup