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A shared inbox where each conversation opens beside the deal, the live project and the open invoice — so agents answer first time, and SLAs come from the contract.
Imports your ticket history · Live in two daysTreepie Desk is helpdesk software for teams that support paying customers. Email, chat and web forms land in one shared inbox, and every ticket opens beside the customer’s deal, live project and open invoices. Response targets are read from each customer’s plan, escalations reach the account owner, and resolved tickets write back to the account.
Pick a plan and drag the time since the ticket arrived. Desk escalates at 75% and tells the people who can still do something.
Desk reads the question and suggests help-centre articles. Add the ones that fit and the reply writes itself.
Rules read the customer’s plan and the message itself. Pick an incoming ticket to see which rule catches it.
Support answers. Everyone else sees what they need, without being copied in.
Most helpdesks know the ticket. Desk knows the customer.
| Spreadsheets & email | Standalone helpdesk | Treepie Desk | |
|---|---|---|---|
| Customer context | Search the CRM and ask sales | Contact details and past tickets | Deal, live project and open invoices beside every ticket |
| SLAs | A spreadsheet of who pays for what | Policies set by hand per customer | Targets read from each customer’s plan |
| Escalation | Forward the email and hope | Escalates inside the support team | Reaches the account owner on the deal in Flow |
| Billing questions | Wait for finance to reply | Hand off to another tool | Invoice status in the ticket; reminders pause automatically |
| Reporting | Counts in a spreadsheet | SLA and CSAT reports | SLA and CSAT by plan, account value and renewal date |
“Our agents no longer message sales for context. Every ticket arrives with the deal and the open invoice beside it.”
Priced per agent. Colleagues who only comment on tickets, and customers using the help centre, are free.