Skip to content
Colour theme
Menu

Site menu

Sign in Start free trial

Help desk & service

Support that knows the whole story.

Agents see the customer’s deals, orders and history next to every ticket, and customers can help themselves through their own portal.

Highlights

  • Email becomes a ticket

    Point a support mailbox at the CRM and incoming email is turned into tickets and linked to the right contact.

  • Self-service customer portal

    Customers sign in to raise and follow tickets, read FAQs and download their quotes, invoices and documents.

  • Service contracts that count

    Track hours, days or incidents used against each contract as tickets are worked.

Screenshots

The ticket list showing priority, subject, status and age for each ticket.
Tickets with priority and status at a glance.
A service contract record showing tracking unit, total and used units, dates, status and priority.
Service contracts that track days, hours or incidents used.

Everything included

What you get in Help desk & service

Tickets

  • Ticket records Priority, severity, status, category, owner and resolution on every ticket.
  • Linked context Tied to the contact, organisation, product and service contract involved.
  • Comments & history Internal comments and a full change log of who did what.
  • Notifications Email customers and agents automatically when tickets are created or updated.

Email to ticket

  • Mailbox scanner Scans one or more mailboxes on a schedule.
  • Rules Create or update tickets, contacts or leads based on sender, subject and body rules.
  • Threading Replies are added to the existing ticket rather than opening a new one.

Customer portal & FAQ

  • Customer sign-in Give contacts portal access with one click from their record.
  • Raise & track tickets Customers open tickets, add comments and see status updates.
  • Knowledge base Publish FAQs by category for customers to search before they ask.
  • Shared documents Let customers view and download their quotes, invoices and files.

Contracts & assets

  • Service contracts Start and end dates, tracking unit, total units and units used.
  • Assets Record products installed at a customer, with serial number, sale date and status.
  • Renewal visibility Report on contracts nearing their end date or unit limit.

Works hand in hand with

All features

Your pipeline won't wait. Neither should you.

Start your 14-day free trial today. No credit card, no sales call, and your data imports in minutes.

Start free trial Book a demo

14-day trial · No card required · Cancel anytime