Manage support tickets, share retainer reports via secure links, and give clients the visibility they need — without giving them the keys to your whole CRM.
Client requests arrive by email, phone, and chat with no central tracking or prioritisation.
Clients can't see project progress, retainer usage, or ticket status without asking you directly.
You want to give clients transparency but not access to your internal CRM, pricing, or other clients' data.
When a client says 'I raised this last month', you spend ages searching your inbox.
Purpose-built features that address your specific challenges.
Create, assign, and track support tickets. Keep all client requests in one place with full history.
Share retainer reports via token-secured URLs. Clients see their data — and only their data — without logging in.
Every interaction with a client is logged on their timeline. Emails, tickets, deals, and invoices — all in context.
Role-based access ensures team members only see what they need. Client-facing roles coming soon.
Planned integration with Zendesk for unified multi-channel support across email, chat, and phone.
Sync client emails via IMAP. AI extracts contacts and suggests draft replies to support requests.
Start free today. Manage tickets, share reports, and keep clients informed.
