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Turn incoming support requests into a clear, trackable workflow.
Trusted by leading companies







Tickets, SLAs and customer context in one place.
Everything you need to work more efficiently.
Capture support requests as structured tickets so no question gets lost in a personal inbox or a hallway conversation, and every case has a clear owner.
Move tickets through statuses such as new, in progress, waiting, and resolved, with escalation paths for cases that need a second level of support.
Set response and resolution targets, then let reminders flag tickets that risk breaching an agreement before the customer has to chase you.
Route tickets to the right agent or team automatically or by hand, so requests land with the person who can actually solve them fastest.
See the full customer history from the CRM directly inside the ticket—past tickets, projects, and documents—so agents answer with full context.
Track ticket volume, average resolution time, and satisfaction so you spot recurring problems and staff your support team based on real demand.
The cashwerk support pipeline gives customer requests the same structure your sales process already has—clear stages, owners, SLAs, and reporting, fully linked to the CRM.
When support lives in shared inboxes and chat threads, requests get lost, two people answer the same question, and nobody knows how long customers really wait. The support pipeline turns each request into a ticket with a clear status and owner, so your team always knows what is open and who is responsible.
Tickets move through statuses you define, from new to in progress, waiting, and resolved, with escalation for tricky cases. Routing rules send each request to the right agent or team, so customers reach someone who can actually help instead of bouncing between people.
Because every ticket is tied to the customer's CRM record, agents see the full history—previous tickets, projects, and documents—right inside the case. Service level agreements with response and resolution targets keep commitments visible, and reminders flag tickets before a target slips.
The reporting closes the loop: ticket volume, average resolution time, and satisfaction reveal where customers struggle most and whether your team is staffed for demand. Together with the dashboard, support stops being a black box and becomes a measurable part of the business.
From incoming request to satisfied customer.
Create a ticket manually, from a CRM record, or via email and API, with the customer automatically attached.
Route the ticket to the right agent or team and set its SLA so nothing waits longer than promised.
Work the case with the full customer history at hand, updating the status as it progresses.
Analyze resolution times and satisfaction to fix recurring issues and staff support correctly.
Seamlessly integrated modules for your complete workflow.
Both use a stage-based pipeline, but they serve opposite ends of the customer journey. The sales pipeline tracks open opportunities and revenue before a deal is won. The support pipeline manages requests from existing customers afterwards, focusing on resolution time, SLAs, and satisfaction rather than deal value.
Tickets can be created manually by your team, raised from a customer record in the CRM, or fed in through the email integration and the REST API. Combined with n8n you can also route requests from other channels into a single, trackable support queue.
Yes. You define response and resolution targets, and cashwerk reminds the assigned agent before a target is missed. This keeps service commitments visible in daily work instead of buried in a contract, and the reporting shows how reliably your team hits them.
Every ticket is linked to the customer's CRM record, so agents see previous tickets, projects, quotes, and documents without switching tools. That context means faster, more accurate answers and fewer repeated questions for the customer.
Avoid resource waste caused by outdated processes. Our strategy guide shows you how to automate operational workflows and sustainably optimize your cash flow.
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Fully data protection compliant
Servers only in Germany
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