Support requests that live on the customer record.
Queue, prioritize, work, and resolve tickets — with the full customer conversation attached, and the ticket living on the same record as the customer’s deals, invoices, and history. No separate help-desk subscription, no second copy of the customer.
No credit card needed
Sorted by severity, not by arrival
Every ticket carries a status (Open, In progress, Resolved, Closed, Cancelled), a priority from Low to Urgent, and a target resolution date. The queue sorts by severity, and a follow-up indicator surfaces the tickets that need attention before they age into apologies.
This is service-request tracking on the customer record — not an SLA-clock help desk with escalation rules. We say so on purpose.
- Statuses and lifecycle transitions that match how support actually flows
- Low → Urgent priorities; the list sorts by severity
- Target resolution dates on every ticket
- Follow-up filter for tickets needing attention now
The whole back-and-forth, on the ticket
Customer messages and agent replies live in one thread, oldest-first, with the customer’s channel shown when known. Reply inline and it’s queued for delivery on the channel the customer used — and only a human ever hits send.
- One conversation card per ticket; agent replies highlighted
- Replies delivered back on the original channel
- Human-written replies only — nothing auto-sends to a customer
- Internal notes in a separate card, never delivered to the customer
A form becomes a help desk with one toggle
Flip “Create service tickets” on any published conversion page and every submission opens a ticket with the message as its description. Captured inbound inquiries convert to tickets too — the original message always lands first, so nothing is lost in translation.
- One toggle turns a published form into support intake
- Independent control over whether submissions also hit the inquiry queue
- Converted inquiries marked “Converted to ticket” — the trail stays intact
- If conversion fails, the inquiry is still saved and admins see the failure — never a silent drop
Support and sales, same customer
A ticket attaches to the same customer record as the deal, the invoice, and the meeting notes. Support sees the relationship before answering; sales sees the open ticket before pitching the upsell. One customer, one memory.
Service is a Full-mode workspace today — Simple-mode (mobile-first) ticket triage is a planned follow-up.
- Tickets, details, notes, and attached documents on one page
- Edit title, description, priority, and target resolution as things change
- Write access gated by a dedicated service-request permission
Zendesk
IntercomFor small-team support on the customer record. If you need formal SLA queues, we’ll tell you honestly.Asked plainly
Is this a full help desk like Zendesk?
Honestly: it’s service-request tracking on the customer record — statuses, priorities, target resolution dates, conversations, internal notes, and attachments — not an SLA-clock help desk with escalation rules and agent scoring. For most small teams that removes the separate help-desk subscription; if you need formal SLA queues, tell us on a fit call and we’ll say whether we fit.
Can it auto-reply to customers?
No — replies are human-written, always. The conversation thread keeps every customer message (with its channel) and every agent reply, and the customer only ever receives what a person chose to send. Internal notes live in a separate card and are never delivered to the customer.
How do tickets get created?
Two ways. Turn any published form into help-desk intake with one toggle — each submission opens a ticket with the message as its description. Or convert a captured inbound inquiry into a ticket. Either way the original message is captured first, and if anything fails in conversion the inquiry is still saved and the failure is visible to admins — submissions are never silently dropped.
Do tickets connect to the rest of the customer’s record?
Yes — that’s the point. A ticket belongs to the same customer as their deals, meetings, invoices, and documents, so support sees the relationship and sales sees the support history. No swivel-chairing between a help desk and a CRM that disagree about who the customer is.
Dig into the details
Every claim on this page is documented in the help center.
Related: CRM · Client Portal · Projects & Tasks
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