Overview

What Is It?

The Service Desk & Customer Portal for monday.com is a lightweight yet powerful customer support solution. It enables you to effortlessly manage all incoming customer requests within your existing monday.com workspace. No extra licensing for external customers or standalone tools is required.

Why Choose Our App?

• No Extra Licenses
  Bring customers on board without requiring additional monday subscriptions.

• Streamlined Process
  Handle ticket creation, tracking, and resolution, all in one place.

• Full Transparency
  Foster customer trust with a clear view of all conversations and ticket history.

• Scalable & Cost-Effective
  Built for small and mid-sized businesses (SMBs) that need core service desk capabilities without the overhead of traditional ITSM tools.

• Fast Setup with Smart Defaults
  Get started in minutes using our preconfigured workspace template, no complex setup required.

Key Features

• One ticket board and one service portal
  Each app setup links a single ticket board to a dedicated customer portal.

• Unlimited number of tickets
  There are no limits on how many tickets can be created or managed.

• Portal customization
  Personalize your portal with a subdomain, name, logo, and other optional fields.

• Custom ticket reference numbers
  Define your own ticket number format with custom prefixes and starting values.

• Customer communication via the portal
  Customers can submit and reply to tickets directly through the portal interface.

• Ticket attachments
  Customers and agents can add file attachments to tickets for clearer communication.

• Email notifications with built-in or custom SMTP
  Use our default email service or connect your own SMTP for sending updates.

• Personalized status emails with dynamic content
  Email templates can include variables like ticket number, status, and summary. No coding required.

• Role-based access control
  Assign agents and admins to the app; only assigned users count toward your license.

• Workspace template included
  Use the provided template for a quick setup with all required fields and automations preconfigured.

• Integrate with your existing boards
  The app can also be connected to your own boards. It helps you adjust the structure and create most missing fields directly in the Service Desk settings view.

Who Is It For?

• Small to medium businesses looking for a clear, easy-to-use ticketing system integrated into monday.com.

• CRM-focused teams that like to maintain a single platform for both sales and support.

• Cost-conscious organizations that need essential service desk features without the complexity of Jira or Zendesk.

Need an overview before you dive in? The Getting Started page walks you through the basics.