Support with the same logic as sales
A pipeline in cashwerk has a type: sales or support. Both use the same stages, cards and tasks – and the same CRM.
A support pipeline gets its own stages, for example new, in progress, query, solved. Every request is a card with title, description, priority, owner and collaborators. It hangs on a contact or company; that way you see the client’s deals, projects and invoices before you answer.
A request turns into tasks with due dates in the team's board. Every stage shows count and sum, and on closing you record status and reason. Filters by owner, company, priority or tag keep the board readable.
What the support pipeline is not: a helpdesk with mail-to-ticket, SLA timers or a client portal. The free plan includes 1 pipeline and 20 active cards, from the Starter plan there is no cap. Casper answers questions about your data and creates contacts, tasks or appointments on request – you approve every write before it runs.
