IceBubble CRM

Helpdesk and inbound email

Customer emails land as tickets, attached to the right client and job, with replies, notes and the due date in one thread the whole team can see.

A customer email that arrived as a helpdesk ticket in IceBubble CRM

When customer email lives in personal inboxes

A customer emails the person they dealt with last time. That person is on holiday, so the email waits. Or two people reply to it, or nobody does. When someone leaves, their email history leaves with them.

The helpdesk turns those emails into tickets the whole team can see, linked to the customer and the job they are about.

How it works

  1. 1Email in, ticket out

    Customers email an address on your own domain, such as helpdesk@yourcompany.co.uk, and each email becomes a ticket. We set the address up for you.

    The helpdesk queue: every customer email as a ticket, with status, priority, owner and due date
  2. 2Replies stay in the thread

    Reply from the ticket and the customer gets an email. When they reply, it is matched by the ticket number and lands in the same conversation.

  3. 3Linked to the right people

    Each email is linked to the contact who sent it and their company. Anyone who picks up that customer can see every conversation the business has had with them.

    A ticket open, with the customer, their company and the ticket details beside the conversation
  4. 4Status, priority, owner and due date

    Every ticket has a status, a priority, a category, an owner and a due date, with internal notes alongside the emails.

  5. 5See where the problems are

    Search every email, filter by customer, and report on tickets by status, priority or category. If one product starts generating a pile of tickets, it shows.

    A report being built with tickets by status and tickets by category, drawn live as you build

Tickets on the work they are about

Tickets sit on the same clients and contacts as your sales pipeline, and can be linked to a job, so a complaint about work you did is filed with that work. Time spent on a ticket can be recorded, and the morning AI summary lists the tickets that need attention today.

Works with

The planning board showing a week of jobs booked to four engineers, with days on leave marked

Job management

Book the right person on the planning board, run the job from the app on site, and turn the hours into the invoice.

More on job management
The report builder with a sales pipeline section of charts, and the settings for the selected chart open alongside

Reports and AI summaries

Build your own reports and dashboards, and start each day with an AI summary of sales, jobs and support.

More on reports and AI summaries
A CRM sales pipeline with deals as cards across each stage and totals at the top

Sales pipeline

Deals as cards by stage, quotes and deposits from the deal, and won work that turns into jobs.

More on sales pipeline

Frequently asked questions

Do we need a new email address?

You give customers an address on your own domain, and we set up how it reaches the CRM. Email can also be forwarded from Microsoft 365, Google or most other providers.

Can several people work the helpdesk?

Yes. Tickets are shared, each has an owner, and everyone can see who has what.

Does it send emails as well as receive them?

Yes. Replies go out as normal emails, delivered through SendGrid so they land in inboxes.

Book a demo

We'll show you the CRM using work like yours, and answer whatever you want to ask.

Prefer not to book online? Call 07766 120568 or email hello@icebubble.co.uk.