A portal for your customers
Give customers a place to submit requests and follow the conversation with your team.
The workspace02 · SupportMake it clear
Make it clear
where to get help.
Give customers a portal for their requests and your team a shared place to handle them. Keep the conversation connected to the customer record.
Plan your support portalConfigured for your team. Set up by us.Northline support
How can we help?
Your requests and replies, together.
YOUR REQUEST
ResolvedHelp with account access
AM
Alex from support
Your access is updated. You're ready to sign in.
Connected to Jamie's recordThe team has the full context.
Built around the work
A clear request. A shared way to respond.
Customers need to know where to ask. Your team needs the request, its history, and a clear view of what happens next.
Requests your team can follow
Keep the issue, replies, and status together so the next person can see what has already happened.
Customer details within reach
Connect the support request to the customer and company it belongs to.
A process that fits your service
Set up request categories, information fields, and statuses around the work your team handles.
One connected workspaceThe request comes with
The request comes with
the customer story.
Support can see the relationship behind the request. Sales can see the support context before the next conversation. Both teams work from connected information.
See what we can customizeJLCustomer
Jamie Lee
Northline Studio
Account ownerAlex Morgan
Next stepCheck in after setup
Customer history All in one place
✓
Support request resolved
TodayAccount access confirmed with Jamie.
↗
Call with Jamie
TodayNotes and follow-up saved to this record.
◎
Customer record created
EarlierDetails shared with sales and support.
NORTHLINE STUDIO
Help with account access
ResolvedLinked customerJamie Lee · Northline Studio
Request, reply, and customer details together.
JLCall completed
Jamie Lee
Northline Studio
CALL NOTES
Jamie confirmed account access. Check in next week to see how the team is getting on.
✓
Check in with Jamie
Assigned to Alex · Next week
Linked customerJamie Lee · Northline Studio
The call ends. The context stays with the customer.
Illustrative screens with fictional records. Your setup will reflect your team’s needs.
Your configurationWhat we set up
What we set up
with you.
We agree on the details before setup, then review the result with your team.
Portal identity
Your branding, wording, and customer-facing information.
Request details
The categories and fields needed to understand the issue.
Team workflow
How requests are organized and moved through your process.
Customer connections
How requests relate to people, companies, and their history.
Can the portal use our branding?
Yes. We review your brand and configure the portal around the identity and language you want customers to see.
Will support requests connect to the CRM?
Yes. Requests can connect to your customer records, so the people handling a request have the relevant customer context.
Can you match our current support process?
We start by reviewing the types of requests you receive and how your team handles them. We agree on the categories, fields, and workflow for your setup.
Let's plan your setupTell us how your team works.
Plan your support portalTell us how your team works.
We will handle the setup.
We will work through your requirements, the tools you need, and the next steps.