How to use Service

When a deal is won, a handover with its checklist and onboarding tasks goes to the delivery team, so nothing promised in sales is lost.

1
Win a deal
CRM → Pipeline
Mark the deal won.
2
Accept the handover
Service
The delivery owner sees what was sold, the value and the people involved.
3
Complete onboarding
Service → Handover
Tick off the onboarding tasks; sales can see progress.

Common questions

Good to know

Does it replace a support desk?+

It covers handovers and jobs after the sale. Conversations with customers live in Inbox.

Every app included. Bring your customers from a spreadsheet and be working today.