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Email intake
An email opens a ticket, and replies go out from the record.
What can you do with customer service?
Every channel, one queue
Portal, forms, email, and chat.
SLA clocks that play fair
Paused while you wait on the requester.
Macros for common replies
Consistent answers, edited before send.
Request to work in one move
Promote a ticket to a task or project.
Why keep support in a separate tool?
Most teams do it out of habit, and promises get lost between tools. Here the agent sees the client’s projects, contract, and history, and a fix becomes scheduled work in one move.
Full context on every ticket
Projects and contract, right there.
No retyping
Ticket to task keeps the conversation.
One client record
Support history stays with the account.
How does a request stay on time?
Each ticket type has its own targets, and the clock pauses while you wait on the requester. Response time, resolution time, and backlog report out by team, no BI tool needed.
Across the workspace
Requests become scheduled work.
A ticket has its own stages and an SLA clock that pauses while you wait on the requester. Promote it to a task and it resolves when the work is done.
What this removes
Retyping a client conversation into a second tool, and the gap between what support promised and what delivery scheduled.
Inside customer service.
Live chat
Site chats that become tickets or contacts, no copy and paste.
Portal requests
Clients raise and track requests in their portal.
Tickets
Stages and SLA clocks that pause while you wait on the requester.
Queues & routing
Assignment rules send each request to the right person.
SLAs & escalation
Response and resolution clocks per type, with escalation before a breach.
Macros
Saved replies for common questions, edited before send.
CSAT
A satisfaction survey after resolution, reported with response times.
Help center
Public articles that answer questions before they become requests.
What customer service connects to.
One workspace, so the records here are the records everything else reads.
Modules with their own pages
TicketsProFormsProClientsCoreAlso uses Workflows, Documents, Discussions
Switching from another tool?
- Asana
- Trello
- Jira
- ClickUp
- Notion
- Confluence
- Airtable
- Linear
- HubSpot
- Salesforce
- Zoho
- Zendesk
- Toggl
- Clockify
- Google Sheets
- Excel
- Monday.com
- Harvest
If it exports a CSV or a document, it moves. See how to migrate
Questions people actually ask.
Don't see your question? Contact us
Can tickets be created from email?
Yes. An email opens a ticket, and replies go out from the record.
Are SLAs configurable?
Yes. Set targets per ticket type. Clocks pause while you wait on the requester, and escalation fires before a breach.
Can clients follow their requests?
Yes. Clients see live progress in their portal, so nobody emails to ask.
Can a ticket become project work?
Yes, in one move. Promote it to a task, project, or deal with the conversation attached.
How do you measure service quality?
CSAT after resolution, plus response time, resolution time, and backlog by team or owner.
Which plan includes service features?
Tickets are on Pro and Business. See pricing for the full split.
Ready to crack the chaos?
One workspace for projects, clients, finance, and everything in between. Every plan starts with a 30-day free trial, no credit card required.