PickDeploy CRM
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08 · Support desk

Keep clients happy after the job is done.

Take support requests through a web form or your customer portal, answer them as tickets, and publish a knowledge base so clients can help themselves.

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Support ticket list: ten tickets with priority, client, department, due date, assigned rep and status

Knowledge base

Write public or private articles, embed them on your website, and host the knowledge base on your own domain. Clients can search it and open answers without signing in.

Public knowledge base with a search box and six client help articles, from what's included in nightly cleaning to the holiday schedule

Tickets

Requests from your support form and customer portal arrive as tickets your team can assign, answer and close. Set a priority, department and due date on each one, filter by status, and export the list.

Customer portal

Clients log in to open tickets and follow their progress, under your logo.

Related features
07

Quotes, jobs & invoices

E-signed quotes, jobs with dates, teams and a client portal, then invoices, payments and balances.

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09

Landing pages & forms

Offer pages from a guided wizard and native forms that drop leads straight into the CRM.

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01

Contacts & pipeline

Contacts, companies and deals in one place, with drag-and-drop boards, editable stages and deal values.

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