Create meaningful connections

Get to know your customers with a helpdesk CRM built for better support

Building meaningful relationships with customers is one of the keys to better customer support. This means equipping your team with the tools to effortlessly manage, understand and interact with your customers.

At Deskpro, we’ve built a helpdesk CRM designed to allow support teams to foster better customer relationships. With a full and in-depth view of all your customers in one place, integrated with powerful automation tools within a beautiful helpdesk, your support team is more able to provide incredible support with genuine ease.

Develop a deeper understanding of your customers

Deskpro CRM allows you to build a meaningful and accurate picture of each end-user

Custom fields

Define custom fields for users. Capture specific and important information from tickets.

Labels

Categorize with labels so agents can find and understand users with ease.

Notes

Allow agents to share and view notes about individual users for collaborative understanding.

Attachments

Attach files and documents to user records. Keep everything relevant in one place.

Avatars

Automatically populate user avatars. Always put a face to a name.

Ticket history

View and sort the ticket history of individual users for deeper insights.

Find out who’s who

Create a detailed view of the organizations your customers belong to

Domain recognition

Automatically group users together based on the organization they are associated with.

Full picture

Apply labels, custom fields and notes to each organization, or see it’s entire ticket history at-a-glance.

Positions and roles

Assign positions to individual users within each organization for a detailed and contextual view of who your customers are.

Organization managers

Create managers with the ability to see and manage all tickets associated with their organization.

Already have an existing database or CRM?

Effortlessly and automatically import data from your existing applications or systems

Deskpro comes with a full range of apps, integrations and tools that allow you to import user data from other sources. Routinely auto sync new users from Active Directory and LDAP, import spreadsheet data, or integrate with CRM applications like Salesforce and Highrise for seamless CRM population.

More than just a user database

Combine in-depth user records with sophisticated automation tools for powerful results

Usergroups

Create groups of users, and assign permissions to each regarding how they can interact with tickets, your user portal, live chat, and more.

Deep automations

Align detailed user profile information with automations to create a truly intelligent helpdesk

One-click view

View all user interactions and message history from a ticket. Discover everything you need to know to solve user problems swiftly.

Instant search

Search for users from anywhere within the helpdesk, and create associated tickets with ease.

Manage a hassle-free helpdesk CRM

Billing

Track chargeable agent time for accurate reporting, or track flat-rate charges associated with each user or organization.

Reports

Create reports that illuminate billing details and other helpdesk performance metrics against users and organizations.

User management

Merge, delete and ban users with simplicity.