The Moneypenny portal holds everything you need to manage your service
You also have access to a raft of helpful tools to ensure you’re maximising our support and getting the most out of being a Moneypenny client – and our online portal is no exception.
It’s a treasure chest of information and goodies, allowing you to see who’s calling your business, at what times of the day and where they’re based. Download your invoices, update your PA, change your status – and whilst you’re there, take a look at Moneypenny’s other business services – some of which are available to you for free as our client.
We’ve all been there – trying to track down the number of a contact who called you +3 months ago. You vaguely remember the details; you’d know them if you saw them. To make call auditing a breeze, a record of every call your Moneypenny PA handles on your behalf can be found in your call history screen. Each one details the date, time, caller’s full name, company name, number they called from, the action your PA took (emailed, sent you a text message etc.) and of course the full message itself. You can search your call history using keywords, by employee or date range, and even export the full list as a pdf or csv file if required.
Reporting & Insights
With a whole interactive dashboard to explore. this section of your portal shows minutes used, your busiest day of the week, time of day and much more. See an exact breakdown of minute usage and even translate these numbers into graphs and charts that will help you better understand your call trends and invoices. You’re also able to export this data to share with your team, and use this information as a management tool for better efficiency. If you want to know more about how we get the most out of your reports, head to the User Guide and FAQs in the Help section of you portal.
A quick and easy way to update your PA in real time whenever you’re logged in. Don’t forget, you’re also able to update your PA via the Moneypenny app when you’re on the move. Failing these, there are of course phone or email – your PA isn’t precious! The main thing is you’ve lots of options to suit the way you’re working at any given time.
Clicking on Status takes you to an overview of your company details. Here, you can update your general company details, which automatically updates the information your PA refers to when assisting your callers. You’re also able to search and edit the details for each of your employees, including their job title, contact details and most importantly, their status: setting a Status lets your PA know what to do with a call in any given circumstance, for example: ‘At desk – transfer to 07123 456789’. An employee can have multiple Statuses (‘In a meeting – email [email protected]) and these can be controlled either by the employee or Moneypenny. Sounds a little overwhelming? Don’t worry, as a Moneypenny client we’ll go through all of this with you when you join us, and if you’ve a lot of employees, we’re able to upload all of these details for you automatically. We like smart working.
This clever feature maps callers using their UK area code; an ideal reference tool if you’re keen to expand your reach and are wondering where your business is gaining the most traction. Caller location can be also be searched by employee and using a date range, so you’ll always know where calls have originated and who’s dealing with them.
Moneypenny really is so much more than a telephone answering service. We understand the challenges every business faces, which is why we’ve a host additional services available to Moneypenny clients at exclusive rates:
Additional Lines – have certain calls answered in different ways by your Moneypenny PA
24/7 Cover – extend the hours of cover we’re on hand to take your calls: in the evenings, at the weekend or even around-the-clock
Call Conferencing – travel less and meet more with our convenient ‘pay as you go’ service that allows up to 20 to hold a conference call without any hardware
Fax-to-Email – does exactly what it says on the tin: converts your faxes into email that are sent straight to your desk
Telephone Numbers – help your business stand out from the crowd with local numbers (0207, 0161 etc) and national numbers (0333, 0800)
The Moneypenny portal holds anything and everything to help you manage your service. Interested? Give one of our New Business Managers a call on for more information.
Your own Moneypenny PA to answer calls exactly as if based in your office.
Discover >All the functions and support of an office phone system, minus the hardware.
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