Ask AI

Ask AI can now build reports for you

Type a question like "total deal amount this month" or "open tickets by owner" and Ask AI builds the report, ready to save.

  • Ask AI now understands report grouping, chart type, and summing a numeric field
  • Works across the same entities as the manual report builder
  • Save the generated report straight from the Ask AI panel
Reports

Reports: build a custom report on any product, in one place

Query contacts, deals, tickets, feedback, or issues from a single report builder, and save it as a table or chart.

  • One report builder across Contacts, Deals, Tickets, Feedback, and Issues
  • Filter with the same condition rules as saved views, then group into a table, bar, line, pie, or number chart
  • Sum a numeric field like deal amount, not just count rows
  • Save reports as shared with your team or kept personal
Docs

Docs: an internal wiki that links back to the work

Write up how your team works in a proper editor, nest pages as deep as you need, and mention the ticket, contact, or deal a page is about so it links straight back.

  • Rich text editor with headings, lists, quotes, code blocks, and resizable tables
  • Press / for commands, with page icons and saving as you write
  • Nested pages and subpages, breadcrumbs, and search across titles and body text
  • Mention a ticket, contact, company, deal, issue, or another page, with titles that resolve live
  • References and linked from, so you can see what a page points at and what points back
  • Workspace or restricted pages, with full access, can edit, or can view per teammate
  • Delete a page and restore it from Recently deleted, kept for a retention window you choose

Feedback: collect feature requests and let customers vote

Gather what your customers are asking for in one place, publish a public board when you are ready, and connect requests to the issues you build.

  • Requests with under review, planned, in progress, shipped, and not planned statuses
  • List and board views, sorted by vote count
  • Public board at /feedback/your-workspace, off until you publish it
  • Open, verified, or customers-only access for submitting and voting
  • Email verification that replays the vote or submission after the click
  • Guided AI intake that turns a rough idea into a clear request
  • Log a request from a ticket, link it to a contact, and connect it to one or many issues
Issues

Issues: internal work tracking, right next to Support

Track bugs, tasks, and internal work in a tracker built for your team, with optional projects and a straight line to the ticket that started it.

  • Configurable status workflow
  • Private, team, or workspace visibility on every issue
  • List and kanban views, filterable by team, assignee, and status
  • Comments on every issue
  • Optional projects to group related issues without slowing down quick ones
  • Turn a ticket into an issue, or link an issue back to a contact
Support

Bulk ticket actions and inbox hygiene

Agents can update many tickets at once, and spam, deleted, and starred views keep the inbox clean.

  • Bulk Edit for status, priority, assignee, tags, and starred
  • Mark as spam / Not spam from the bulk toolbar
  • Spam view with auto-detect and trusted senders
  • Deleted view with restore, plus My Starred
  • Merged tickets correctly appear in Closed
Support

Mentions, CSAT, and full-text ticket search

Support gets teammate mentions in notes, customer satisfaction surveys, and search across subjects, contacts, and messages.

  • @mentions in internal notes with email notify
  • CSAT surveys with configurable scales and reporting
  • Search tickets by subject, contact, or message body
  • Agent presence and typing indicators on open tickets
Revenue

Revenue: Stripe MRR beside the CRM

Connect Stripe and see subscription metrics on the same contacts and companies your team already uses.

  • Stripe Connect with sync every few hours or on demand
  • MRR trends, ARR, churn, and customer list
  • Match Stripe customers to CRM contacts
  • Revenue summary on contacts, companies, and tickets
  • Test mode for safe trials
CRM

CRM deals, forms, and activity

Pipeline and intake land on the same people Support already knows, with tasks and a shared activity timeline.

  • Deal pipeline with stages, amounts, owners, and close dates
  • Public forms that create or update contacts
  • Tasks with due dates; notes on contacts, companies, and deals
  • Activity across Support, CRM, and Revenue
  • CRM and revenue cards on the ticket sidebar
CRM

CRM contacts and companies

CrowdStack CRM ships: people and companies shared with Support, so ticket requesters are already in the system of record.

  • Contacts with multiple emails, phones, lifecycle, and owners
  • Companies with domains, owners, tags, and custom fields
  • Saved contact views
  • Ticket requesters become contacts automatically
Support

Teams, roles, and support reports

Invite your workspace, control capabilities, and see volume, status, and agent reporting.

  • Teams and roles with capabilities
  • Workspace invites for your support team
  • Reports for volume, status, and agents
Support

AI replies and Draft with AI

Support becomes AI-first in the composer and on ticket create, always with an agent in the loop before anything sends.

  • AI Responses: curated auto-replies when a ticket is created
  • Draft with AI stages a KB-grounded reply or note for review
  • Toggle under Settings → AI
Support

Automations, macros, and SLA

Rules run when tickets are created, updated, or on a schedule. Macros speed common replies, and SLA tracks first reply and resolution.

  • Automations on create, update, and schedule
  • Shared and personal macros
  • SLA targets by priority with breach tracking
  • Automation library defaults, including close Solved after four days
Support

Embeddable widget and portal AI

Put CrowdStack on your site: customers get KB-grounded answers and can escalate to a ticket with name and email.

  • Embeddable support widget with color and icon settings
  • Portal AI grounded in published knowledge articles
  • Turn portal chat into a ticket
Support

Knowledge base and customer portal

Publish help articles and let customers help themselves before they email you.

  • Knowledge articles with nested categories
  • Draft and publish workflow
  • Public portal at /support/[slug] with article pages
Support

Email channels and CC on tickets

Support mail flows in and out through Resend, with multiple addresses and CC that stay on every public reply.

  • Email in and out
  • Multiple support addresses / channels
  • CC people on tickets; CRM contacts created when emailed
  • Inbound Cc addresses captured
Support

Saved views, merge, and ticket summary

Shape the inbox for your team, merge duplicates into one thread, and keep a short summary on the ticket.

  • Saved views: system, shared, and personal
  • View icons and sidebar colors
  • Merge duplicate tickets into one conversation
  • Manual ticket summary field
Support

Tags, custom fields, and attachments

Tickets pick up structure and files: tags, custom fields, and attachments on the conversation.

  • Custom fields and tags
  • File attachments on tickets
  • Customer contacts linked on every ticket
Support

Team queues and ticket ownership

Route work to a team queue or an individual agent, with priority so the right tickets surface first.

  • Assign to an agent or a team queue
  • Priority on every ticket
  • Status from Open through Solved
Support

Public replies and private notes

Agents can reply to the customer or leave an internal note the customer never sees.

  • Public replies on the ticket thread
  • Private internal notes for the team
Support

Numbered tickets and workspace URLs

Every ticket gets a sequential number that is easy to reference, with links scoped to the workspace.

  • Sequential ticket numbers (#3243)
  • Org-slug ticket URLs
Support

Shared team inbox

CrowdStack Support starts here: one inbox for the team instead of scattered personal mailboxes.

  • Shared team inbox
  • Ticket list for the workspace