Support
No client request slips through
Client emails become tickets on their own, linked to the client's record. Reply by email, keep internal notes, and see at a glance who's waiting on you.
What you get with support
Tickets from email
Label a Gmail thread “Support”, or use a support address, and it becomes a ticket on the client's record.
Replies that reopen
When a client replies to a ticket you closed, it opens again and you're told.
Statuses and priorities
New, in progress, waiting on the client, resolved: your statuses, your colors.
Internal notes
Keep notes for your team on the ticket. Only email replies go to the client.
Works together with
- Clients & dealsContacts, companies and deals on one record per client that fills itself in.
- ProposalsWrite it on the call, send it before you hang up, see when it's opened and signed.
- ProjectsPhases, tasks and client email, from kickoff to launch, from ready-made templates.
- Client CRMsGive every client a small CRM of their own, under your brand.
- Websites & SEOUptime, speed and SEO for every client site, with reports in your brand.
- EmailOne-to-one emails with templates, and email to a whole list, from your own inbox.