Portal, forms, email, and chat.
Paused while you wait on the requester.
Consistent answers, edited before send.
Promote a ticket to a task or project.
Agents see the whole client, clocks stay fair, and big requests become projects.
Here the agent sees the client’s projects, contract, and history, and a fix becomes scheduled work in one move.
Each ticket type has its own targets, and the clock pauses while you wait on the requester. Response and resolution times report by team.
Promote it to a task, epic, or deal with the conversation attached. The client keeps tracking it in their portal.
A public help center and the portal draw from one knowledge base. Repeat requests show which article to write next.
An email opens a ticket, and replies go out from the record.
Site chats that become tickets or contacts, no copy and paste.
Clients raise and track requests in their portal.
Stages and SLA clocks that pause while you wait on the requester.
Assignment rules send each request to the right person.
Response and resolution clocks per type, with escalation before a breach.
Saved replies for common questions, edited before send.
A satisfaction survey after resolution, reported with response times.
Public articles that answer questions before they become requests.
Across the workspace
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.
One workspace, so the records here are the records everything else reads.
Don't see your question? Contact us
Yes. An email opens a ticket, and replies go out from the record.
Yes. Set targets per ticket type. Clocks pause while you wait on the requester, and escalation fires before a breach.
Yes. Clients see live progress in their portal, so nobody emails to ask.
Yes, in one move. Promote it to a task, project, or deal with the conversation attached.
CSAT after resolution, plus response time, resolution time, and backlog by team or owner.
Tickets are on Pro and Business. See pricing for the full split.
One workspace for projects, clients, finance, and everything in between. Every plan starts with a 30-day free trial, no credit card needed on core.
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