Platform

A full public API, and an MCP server so AI agents can run your workspace

Every part of CrowdStack is now reachable over HTTP: tickets, contacts, companies, deals, notes, tasks, campaigns, knowledge articles, docs, feedback, revenue and the change log. The same operations are exposed as tools on an MCP server, so Claude, ChatGPT and other agents can work your inbox and CRM for you. Keys live under Settings → General → API keys; the reference is at crowdstack.org/developers.

  • 64 operations across 15 resources, with partial updates, cursor paging and the same validation the app applies
  • MCP server at /api/mcp for Claude Code, Cursor, claude.ai and ChatGPT connectors, with destructive tools flagged
  • OpenAPI 3.1 at /api/v1/openapi.json for custom GPTs and tool loaders
  • GET /api/v1/workspace returns your statuses, stages, custom fields and teams so integrations use the right values
  • GET /api/v1/events is a change feed for polling what happened
Platform

Credits: one simple meter for everything AI

Every user now adds 500 credits a month to a pool the whole workspace shares, and AI work such as drafted replies, ticket routing, and portal chat spends from it. See where credits go and top up without leaving settings.

  • 500 credits per user each month, pooled across the workspace; an AI reply costs 10 credits
  • A new Usage page under settings shows credits used against your allowance, your purchased balance, and recent AI activity
  • Buy extra credits from Billing in bundles from 1,000 for £10 to 50,000 for £500; purchased credits never expire
  • A built-in overdraft keeps AI answering briefly if you run out, so a busy day never stops mid-conversation
Tasks

New tasks start where you are

The New task button now carries your current board into the composer: start one from a project or team board and it is already filed there, instead of asking you to pick again.

Platform

One price, every product

Pricing is now a single number: £28 a user a month with every product included. No feature tiers, no add-ons, nothing held back for a dearer plan.

  • Support, CRM, Revenue, Tasks, Feedback, Docs, and Reports all included at the same rate
  • Pay yearly and get three months free
  • 14-day free trial with no card required
Tasks

Tasks: every view gets its own columns

Choose which columns a view shows and drag them into order, tune the built-in views for the whole workspace, and pick which view everyone lands on.

  • Pick and reorder a view's list columns from its settings, or toggle them from the Options menu
  • Column changes count as view modifications, so Reset and Save cover them too
  • Admins can set the name, columns, and ordering of the built-in views for everyone, while their filters stay fixed
  • The first tab is the default view, so admins choose where everyone lands by reordering shared views
Tasks

Tasks: one Filter button, and views you can tweak and save

Filtering moves out of the column headers into a single Filter menu that works on the board too, ordering gets a direction toggle, and any tweak can be reset or saved back into the view.

  • One Filter menu across list and kanban, with removable chips for the filters you have on
  • An Options menu for ordering, with a click to flip direction and a manual drag order
  • A View modified pill appears the moment you change a saved view, with Reset and Save beside it
  • Saving a shared view asks first, since it changes the view for everyone, and offers to copy the settings into a view of your own instead
Ask AI

Ask AI can now find things, not just count them

Ask where something is and Ask AI searches your docs, tickets, contacts, deals, feedback, and tasks for the page or record that answers it.

  • A search tab alongside the report builder, for questions whose answer is a record rather than a number
  • Tick which places to search, or search everything at once
  • Results respect the same permissions as the products themselves, so search never surfaces something you could not already open
Tasks

Tasks: link a task to the tasks around it

Mark what blocks what, flag duplicates, and connect tasks that belong together, then read the link from either end.

  • Blocks and blocked by, so a dependency shows up on both tasks
  • Duplicates and duplicated by for the same bug filed twice
  • Related for tasks that travel together without one holding up the other
  • Pick the other task by typing part of its title or its number
Tasks

Tasks: a kanban board you can drag

Drag a task between columns to change its status, and capture a new one without leaving the board.

  • Drag and drop between status columns on the tasks board
  • Quick add at the foot of every column, collapsed until you need it
  • Full keyboard support, with the board announcing each move as you make it
  • The same drag board now powers the Feedback board
  • Your list or board choice is remembered per person and follows you to another device
  • A shared link with a view in it still opens the way its sender meant
Tasks

Tasks: a quicker way to file one

The new task screen leads with the title and description, and keeps everything else as pills you tap only if you care.

  • Status, priority, assignee, team, project, and due date as pills showing their current value
  • Every field already defaulted, so a title on its own is enough to file
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 tasks from a single report builder, and save it as a table or chart.

  • One report builder across Contacts, Deals, Tickets, Feedback, and Tasks
  • 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, task, 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 tasks 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 tasks
Tasks

Tasks: 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 task
  • List and kanban views, filterable by team, assignee, and status
  • Comments on every task
  • Optional projects to group related tasks without slowing down quick ones
  • Turn a ticket into a task, or link a task 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