FOCUS 01⊙
Customer support
Record fieldSupport tickets
Support tickets
Track customer issues as organized records. Make open requests a visible continuation of the relationship.
Service / Tickets, portal and customer knowledge
Customer support tickets and portal
Manage support as a continuation of the customer relationship, adding knowledge-base, satisfaction and reward records with Business.
PRODUCT VIEW
See how it works.
After a sale, the customer may still have questions, requests or an issue to resolve. Hubz support records and customer portal make that work part of the CRM workspace. Business adds a knowledge base, support satisfaction and customer reward records to support a more organized service knowledge and follow-up structure.
EXPLORE THE PRODUCT
Sample viewCustomer support
Ticket #001 · Access questionOpenBeing reviewed
Ticket #002 · Setup supportTeam assignmentIn progress
Ticket #003 · Usage questionReplyResolved
Ticket details
Track status, owner, priority and customer context together.
01Record the request
02Track the resolution
03Keep reusable knowledge
DETAILED FEATURE GUIDES
Explore the features in this module.
Support ticketsTrack support requests by status, priority, latest customer reply and resolution date.↗Knowledge baseTurn support answers into searchable articles, with titles, summaries, categories and a clear draft, published or archived status.↗Support satisfactionSee which surveys are unanswered, which received low ratings and which customers still need help.↗Customer rewards and creditsOrganize discount, credit, gift or upgrade decisions with the relevant customer, status and expiry date.↗Customer portalManage existing portal links alongside support tickets and customer responses.↗
FROM NEED TO OUTCOME
Where this helps.
When a request stays only in an email thread, the full customer engagement becomes hard to see. Solutions are written repeatedly, while satisfaction information or issued service credits can disappear into separate notes.
WHAT YOU CAN WORK TOWARDS
Keep after-sales work visible. Manage the ticket, solution knowledge and follow-up needs within the same workflow.
STEP BY STEP
How to use it.
- 01
Record the request
Organize the customer issue as a support ticket. Relevant user permissions let the team see the open request and work needing follow-up.
- 02
Track the resolution
Keep status aligned with actual progress. Handle required tasks and customer communications through their relevant processes.
- 03
Keep reusable knowledge
With Business, turn recurring solutions into articles. Organize support satisfaction and customer reward records according to their separate purposes.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Customer support
Record / contentStatusOwner
Customer portal
Use the available portal workflows as part of support. Relevant access and communication conditions are reviewed during setup.
FOCUS 03↗
Customer support
✓Knowledge base✓Keep reusable knowledge✓See what is included
Knowledge base
Create, edit and archive articles with Business. Move reusable solutions from personal notes into a shared resource.
FOCUS 04◇
Customer support
Record fieldSupport satisfaction
Support satisfaction
Use available survey, rating and resolution-tracking tools with Business. Review the experience rather than relying only on whether a ticket is closed.
FOCUS 05⌁
Customer support
Record / contentStatusOwner
Reward and service-credit records
Organize discount, credit, gift or upgrade records with Business. Treat recording a reward and applying it to service or payment as separate actions.
IN EVERYDAY WORK
What it looks like in practice.
A customer’s open issue needs to be reviewed alongside the ongoing service relationship.
Keep the request in the shared workspace so after-sales work remains visible to the team.
The same solution is explained to different customers and the team also wants to track satisfaction.
Use articles and satisfaction records to turn support knowledge into a more organized resource.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Support tickets and customer portal are included in all plans. Knowledge-base, satisfaction and customer reward records are part of Business.
- The knowledge base is not a general AI support chatbot.
- A reward record does not imply an automatic payment, coupon redemption or accounting entry.
YOUR QUESTIONS
About this feature.
01Does Essential include customer support?+
Yes. Support tickets and the existing customer portal are included in all plans. Business adds expanded operations with knowledge-base, satisfaction and reward records.
02What does the knowledge base provide?+
Tools to create, edit and archive articles. It helps organize reusable solution knowledge and is not presented as a general automatically answering AI service.
03Is a service credit automatically applied to a customer?+
Reward tools record discount, credit, gift or upgrade information. Applying it to a customer’s service, payment or accounting is a separate action.
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Customer relationships
Keep contact details, company relationships and past conversations in one shared record.
Tasks and Kanban
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Reports and visibility
Review sales, customer relationships, support, operations and data quality through your existing records.