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Get to know the Moneypenny portal

The Moneypenny portal holds everything you need to manage your service

When you use Moneypenny’s call answering service, having the support of a dedicated receptionist is only the beginning.

You also have access to a ton of helpful tools to ensure you’re maximizing our support and getting the best out of being a Moneypenny client – and our online portal is no exception.

It’s a treasure chest of information, 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 receptionist, change your status – and while you’re there, take a look at Moneypenny’s other business services – some of which are available to you for free as our client.

Call history

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 Receptionist 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 receptionist 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.

Call stats

Having an extra pair of hands is good, but wouldn’t it be great if your calls could be profiled so you can see any key trends? This is the beauty of the call stats page. We headline your busiest time and day of the week, as well as the person who’s receiving the most calls; there are also additional graphs showing calls by actions taken and average call length; essentially any practical stats that will allow you to streamline processes and allocate resource to better service your customers. You’re also able to review stats by date range, as well as compare your usage with others in your industry. If you have multiple offices, you have the ability to return stats at a site and group level (depending on your login access). The result is an incredibly accurate picture of your calls that helps you manage them more effectively, and even start a conversation with us about ways to reduce volume if required.

Update your Moneypenny Receptionist

A quick and easy way to update your receptionist in real time whenever you’re logged in. Don’t forget, you’re also able to update your receptionist via the Moneypenny app when you’re on the move. Failing these, there are of course phone or email – your receptionist doesn’t mind either way. The main thing is you’ve loads options to suit the way you’re working at any given time.

Status

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 Moneypenny Receptionist 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 receptionist know what to do with a call in any given circumstance, for example: ‘At desk – transfer to 866.202.0005’. An employee can have multiple Statuses (‘In a meeting – email example@moneypenny.com’) and these can be controlled either by the employee or Moneypenny. Sound complicated? Don’t worry, as a Moneypenny client we’ll talk 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.

Caller locations

This clever feature maps callers using their US area code; an ideal reference tool if you want to expand your reach and are wanting to know 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.

The Moneypenny portal holds anything and everything to help you manage your service. Interested in one of our additional services? Give one of our New Business Managers a call on 866.202.0005 for more information.

We give you amazing people and technology:

Call Answering

Your own Moneypenny Receptionist to answer calls exactly as if based in your office.

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Live Chat

Amazing people, briefed by you to manage chats whenever you can't.

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