Manage client accounts from Microsoft Teams | Accord Accord

Manage client accounts from within Microsoft Teams. Accord is Trusted By Enterprise Leaders


Transform client requests from ‘shared emails’ in Outlook to tasks in Teams

Drag and drop important client request emails into a Teams conversation to create a shared task. Eliminate the inevitable chaos that ensues with emails sent to shared mailboxes, like ‘info@,’ ‘sales@,’ or ‘support@.’

Empower colleagues to collaborate effectively to resolve client requests, from Teams

Once a task is created, team members can weigh in - ask questions, offer advice, and even transfer task ownership to another person on the team. When everyone participates in the discussion, clients get better answers, faster. All from the place where your team collaboration already happens... Microsoft Teams.

Track and monitor tasks to ensure clients receive an appropriate response

With Accord's unique 'Task Board,' managers and team members see the current status of open client requests, providing unmatched transparency and accountability. The Task Board spotlights impending and overdue tasks, helping the team take action to meet client SLAs.


  • Increase transparency and accountability of client service

    When client requests become team tasks, everyone is on the same page. Task status and ownership are clear to everyone on the team, preventing important client requests from falling between the cracks.

  • Fulfill SLA and compliance requirements

    By retaining accurate records of service request handling, you can be assured service-level agreement (SLA) commitments are met and compliance requirements are fulfilled. Task completion analytics provide critical input for your continuous performance improvement (CPI) programs.

  • Vastly Improve Client Satisfaction

    Leveraging the 'power of the team,' client requests are closed faster and with greater accuracy.

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