Service Request Tracker - CRM Task Management System
An intelligent enterprise-level task management system that automatically distributes and manages CRM Service Requests across multiple agents with smart workload balancing and real-time SLA tracking.
Service requests were manually assigned to agents, leading to uneven workload distribution and frequent SLA breaches. There was no real-time tracking of request status, priority, or elapsed time. Team supervisors had no visibility into who was working on what, making performance monitoring nearly impossible. Agents often worked on the same request simultaneously, causing confusion and duplication of effort.
SRT Tracker implements intelligent round-robin auto-allocation that distributes service requests equally among all online agents. It provides real-time SLA monitoring with automatic priority escalation (Low β Medium β High β Critical), exclusive SR locking to prevent duplication, and comprehensive reporting for performance tracking. The system transforms chaotic manual assignment into a smooth, automated workflow.
Intelligent automation that keeps your team productive and SLAs on track
Intelligent round-robin distribution automatically assigns SRs equally among all online agents, ensuring balanced workload across the entire team.
Live SR assignment and status updates with automatic reallocation when agents log out, ensuring no request is left unattended.
Double-click to lock SRs for exclusive processing, preventing interference from other agents and eliminating duplicate work.
Real-time priority and SLA calculations based on SR type and elapsed time, with automatic escalation from Low to Critical status.
Different user roles (SR Agent, Email Agent, L2 Agent) with appropriate permissions and customized dashboard views.
Comprehensive reports for pending/closed SRs with multiple filtering options, export capabilities, and performance analytics.
Self-service account creation, password reset, and profile management with automated email notifications.
Status options (Tea break, Lunch, Meeting) to prevent auto-logout while maintaining accurate workload distribution.
Automatic priority escalation based on elapsed time and request type
| Elapsed Time | Priority | SLA Status |
|---|---|---|
| 0 to 1 Hour | Low | In SLA (β€4 Hrs) |
| 1 to 2 Hours | Medium | In SLA (β€4 Hrs) |
| 2 to 3 Hours | High | In SLA (β€4 Hrs) |
| >3 Hours | Critical | Out SLA (>4 Hrs) |
| Elapsed Time | Priority | SLA Status |
|---|---|---|
| 0 to 9 Hours | Low | In SLA (β€27 Hrs) |
| 9 to 13.5 Hours | Medium | In SLA (β€27 Hrs) |
| 13.5 to 18 Hours | High | In SLA (β€27 Hrs) |
| >18 Hours | Critical | Out SLA (>27 Hrs) |
Note: CLE requests consider only Monday to Friday, 9:30 AM to 6:30 PM as working hours
Built with proven technologies for reliability and performance
Transforming team productivity and SLA compliance
Eliminated manual assignment overhead and reduced time spent on task allocation
Fair distribution ensures no agent is overloaded while others are idle
Real-time visibility prevents SLA breaches through automatic escalation
In-house development eliminated external vendor costs entirely
Recognized for exceptional innovation and measurable business impact
Clear metrics and reporting enable data-driven performance management
Behind-the-scenes features that make everything work seamlessly
Automatically ignores "Voluntary" SRs and "Non-EBS Segments" from processing, focusing only on actionable requests.
Routes SRs to appropriate buckets (CLE Agent, DataLink Agent, SR Agent, L2 Agent) based on barring/restoration reasons.
Automatic reconciliation between new Report900 data and existing SRT records with appropriate status updates and duplicate prevention.
Common questions about SRT Tracker implementation and usage
This is a demo version with sample data that demonstrates all core functionality. The enterprise version includes additional security features and custom integrations.
Yes! SRT Tracker supports multiple teams with role-based access control and can handle concurrent users with exclusive SR locking.
The system automatically reallocates their assigned SRs to other online agents, ensuring no service requests are left unattended.
Yes! The SLA rules and escalation timelines can be customized based on your specific business requirements.
SRT Tracker is designed for integration with various CRM systems. Custom connectors can be developed based on your specific requirements.
Get your team up and running in minutes
β οΈ DEMO VERSION
This is a Demo Version of SRT Tracker with dummy data for demonstration purposes only. All service request data is fictional and for testing only.
2016 or later version required [64bit]
Windows 10/11 [64bit]
2GB RAM minimum (4GB recommended)
D: drive must be available [100MB free space]
Microsoft Excel for export features
Outlook for notifications (optional)
Download SRT_System.zip (~6 MB) and extract directly to D:\ drive. This creates the complete folder structure at D:\SRT_System\.
Navigate to D:\SRT_System\ and double-click SRT_Frontend.accde to launch the application.
Demo login credentials are displayed on the login screen for immediate access. If you want to create a new login account, you have the option to do so anytime. The application will attempt to send email notificationsβif your Outlook is not configured, simply cancel the email request. Your new account will still be created successfully without breaking any code. Don't worry, the entire application will continue to run smoothly!
Set your availability status to prevent auto-logout. Choose from: "I am here", "Tea break", "Lunch break", or "Meeting".
SRs will be automatically assigned to you via round-robin allocation. Double-click any SR to lock it for exclusive processing.
Complete application package including compiled database, supporting files, and documentation
Note: Extract to D:\ drive for proper functionality.
Visual walkthrough of key features and interfaces
Role-based authentication system with password management and new account registration
Personalized user interface with quick navigation links and administrative controls
Core interface for agents to handle, track, and resolve customer service requests efficiently
Click on any screenshot to view in full size. Use β β arrow keys to navigate.
Choose how you'd like to engage with SRT Tracker