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INTRODUCING CUPPA
No matter how big or small you are, Cuppa helps you streamline your team's workflow, so you can give every client the VIP treatment — and a great first impression.
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Client Journeys
Streamline client management by visually presenting milestones in your client’s journey and providing a public link for real-time progress tracking. This keeps clients well-informed about upcoming steps and reduces the need for constant back-and-forth.
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Stay Organised
At the heart of Cuppa are activities: organized spaces for everyone and everything you need to manage a client. In activities, every client interaction is surrounded by client emails, internal team chats, relevant data, and built-in collaboration so teams can work behind the scenes more efficiently to deliver projects on time.
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Track Metrics
Unlock metrics that help you drive exceptional customer service. Track key metrics from email response times to client satisfaction scores.
Core Features
Do more with powerful features and build better customer relationships.
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Share Inboxes
Make it easy for teams to view and manage emails collectively.
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Integrations
Bring all your tools together and streamline your workflow.
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Manage Clients
Work around your relationships and keep team constantly in the loop.
Automated Workflow
Create rule and automatically loop in the right team members based on active playbook and touchpoints.
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Reporting
Track key KPIs - from response time, tag percentages, team performance and more.
Save for later
Temporarily hide emails or tasks from your view, resurfacing them at a later, scheduled time for focused attention.
Big or Small
Streamline your operations and deliver excellent client satisfaction every step of the way.
Head of Operations
Marks is constantly looking to improve and enhance his team’s workflows, to reduce admin time. Cuppa’s metrics helped Mark find gaps in their workflow and improve on it.
Founder
Although a small agency, Lewis knows how important it is to provide exceptional client service in order to drive more repeat business and secure retainers.
Head of Client Success
Sarah is passionate about delivering the best client experience, which she was able to achieve using Cuppa’s Journeys.
What is Cuppa?
Cuppa is a collaborative email workspace for agencies. We help you streamline your workflow so you and your teams can manage clients more efficiently and professionally.
How does Cuppa work?
Cuppa helps you and your team collaborate internally in real time around a customer. Within each customer record, you have activities where your team can easily share customer-related emails, essential documents, as well as keep track of every interaction. You can even pull information straight from the thread into your reply email - all without navigating to another tab or platform.