For customer support teams
The whole history of a customer on one screen, before you pick up.
What the day looks like
A customer calls. Before you have finished saying hello you can see what they bought, what is still owed, what was promised on the last call and who promised it.
On your desk, specifically
One record per customer with every document
Note, call and e-mail against it.
What is outstanding and what is overdue
Without asking accounts.
A customer portal
So straightforward questions — “send me that invoice again” — answer themselves.
Tasks assigned to whoever should actually handle it
With a due date that is visible.
Files and agreements attached to the customer
Files and agreements attached to the customer rather than in a folder somebody has to find.
This desk sees this desk
Everyone starts seeing what they own or are assigned to. Widening that is a change to a role, and it never requires handing somebody the settings.
- Their own records, their team’s, or everything
- Permissions per action, not one blanket switch
- A module that is off is not offered to anybody
What customer support gets judged on
Each of these runs on demand, over any period, and can arrive by e-mail on a schedule so nobody has to open the app to see it.
- Open tasks by owner and age
- Activity per customer
- Documents shared and when
What to switch on for this desk
Sales · Documents · Sales documents · Notifications. No purchasing, no payroll — just the customer and everything attached to them.
See pricingThe same system, other angles
More in by team
All by teamFor purchase & procurement teams
Ordered, received, billed — and told when the three do not agree.
For founders & business owners
Answers without asking anyone — and a business that does not live in your head.
For HR & people teams
People, payroll and the paperwork, in the system the rest of the business already uses.
For marketing teams
Which spend produced revenue — not which produced clicks.
For warehouse & stores teams
A stock figure that is true, because it moves when the goods move.
For ecommerce teams
Orders, stock and GST that keep up with a channel that does not stop.
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.