Combinely
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Planned
Response time analytics excluding weekend
Provide response time analytics where weekends don't contribute towards response time
3
Filter by date in inbox
To more easily find historical messages.
0
More tooltip explanations & guides
Tooltips across the platform to better guide users.
0
Backlog
Make analytic graphs clickable
Allow clicking on a certain data point within a graph to deep-dive more easily
4
Client referral opportunity recommendations
Increase referral rates by leveraging your happiest clients
0
Client repricing recommendations
Automated recommendations on repricing opportunities based on client workload & fee information
0
Incorporate client fee information
To help with profitability analysis and importance of client
0
Publicly displayable widgets & marketing material
Showcase firm-wide satisfaction metrics on your website and social media
0
Client check-in recommendations
Recommendations on which clients to proactively reach out to based on satisfaction and last communication
0
Time tracking information integration
Enhance understanding of profitability based on time tracking information
0
See breakdown of Agenda per team
Rather than have to switch between teams to view the stats for each team
0
Add professionalism / tone of firm emails metric
View analytics on tone of emails sent by firm
0
Segment data by individual
As opposed to only by teams currently
0
Team leaderboard
See analytics compared to other team members to foster motivation.
0
Add word count / time spent writing emails to analytics
Gain an understanding of how much time is spent writing emails based on length & content of email
0
Allow managers to update user settings
Managers should be able to view and update their team members' settings as needed.
0
Activity log similar to Facebook notifications
See activity since last Combinely connection.
0
Teams metrics benchmarking
Be able to compare one team against another, as well as against the firm average.
0
Chat app integrations (Slack, Teams, Google Chat)
Support chat-based communication channels
0
Task management software integration
To improve understanding of profitability, workload distribution and at risk projects.
0
Set goals or thresholds within the platform
Set firm, team, client or employee goals or thresholds within the platform and metrics.
0
Identify proactiveness in client communications
Versus client asking for updates
0
Exclude some clients from analytics
Allow to opt-out clients from analytics (e.g. third party that you still want to have visibility on but not influence analytics)
0
View number of resolved concerns in analytics
0
Flag urgent emails within Agenda
For emails that require immediate attention (<1 hour response time)
0
Weekly insights
See weekly analytics & insights to be able to track performance week-on-week.
0
Filter clients & team tables by value
E.g. filter out clients <10 emails to help focus on most active clients
0
Provide full metrics coverage in team & client tables
E.g. follow-up response time, complaints by category, etc
0
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