CRM and customer support
CRM ties customer data to orders, tickets and the shared inbox, and AI suggests reply drafts. The team sees everyone’s history.
14-day free trial. No credit card required.
CRM
The customer card gathers orders, returns, tickets and messages, so anyone who picks up the phone sees the history.
The shared inbox brings Gmail and IMAP accounts into the team workspace. Mail is tied to the customer and can become a ticket.
CRM pipelines with custom fields and statuses track deals, and problem categories track order issues.
Customers and pipelines
A rich customer database with order history, statistics and preferences. With pipelines that have custom fields and statuses, sales follows deals from first contact to a repeat purchase.
Customer checks screen suspicious orders, and partner catalogs and imports keep supplier and partner data in order.
Tickets and inbox
The built-in ticketing works with problem categories and a status flow. The shared inbox turns Gmail and IMAP mail into tickets, assigns them to a colleague and ties them to the customer.
AI triage classifies incoming messages and suggests a reply draft that you approve. The reply goes out in the right thread.
Problems and returns
Order problems and shipping issues are tracked with categories and a resolution flow. A return lives tied to the customer card, so support sees the full picture.
Knowledge base articles help answer fast, and tasks and events remind you of what is still open.
Orders, tickets, messages and statistics in one profile.
Gmail and IMAP mail for the team, attached to customers.
Categories, assignment and a status flow.
A suggested reply that you approve.
More features
Six features for everyday handling.
Add your own fields to customers and deals, which can be filtered and reported.
A status is set automatically when your rules are met: orders, amount spent, recent activity.
Partners, suppliers and customers live in the same database.
The team is notified of new tickets and assignments.
You filter ticket and customer lists with saved and pinned views.
You set per role who sees and edits what.
Before and after
Getting started
You can start from your existing mail.
You connect a Gmail or IMAP account to the shared inbox.
You add ticket and problem categories and statuses.
You bring in customer data and set the custom fields.
You set permissions and assignment.
Frequently asked
It gathers a customer’s orders, tickets, messages and statistics in one profile.
Mail from Gmail and IMAP accounts shows up in the team workspace, tied to customers and convertible to tickets.
Yes, with problem categories, assignment and a status flow.
AI triage classifies messages and suggests a reply draft that you approve before it goes out.
Yes, with custom fields, statuses and events.
Yes. A return lives tied to the customer card, and order problems are tracked with a resolution flow.
Yes. A status is assigned when the rules you set are met, for example the number of orders, the amount spent or the recent activity. A status can also switch off cash on delivery or block the customer.
In the free trial you connect the inbox, add the categories, and start handling tickets.
Give your team one shared view of every customer. Start the free trial.
14-day free trial. No credit card required.
