BUSINESS NEEDS / UNIFY CUSTOMER DATA

One customer. A clearer picture.

Customer information should be useful beyond the team that collected it. Bring contacts, requests, service conversations and billing context into a connected WorkRelief toolkit.

Build your customer workspace →Explore the customer journey

Acme StudioIllustrative customer overview

CRMAccount profile and relationship history

FORMSNew service request received

DESKOpen customer question assigned

BILLINGRecent invoice context available

WHEN CUSTOMER DATA IS SCATTERED

Your customers should not have to repeat the same story.

Different teams collect different pieces of customer information. Keeping that context organized helps teams make better handoffs.

Records tell only part of the story

Contacts, requests and conversations may sit in different places, with no obvious place to start.

Every handoff creates friction

Sales and support can lose valuable context when details must be re-entered or explained again.

Follow-through becomes harder

Without a clear picture of what happened before, responding to customers takes more coordination.

FOLLOW THE CUSTOMER, NOT THE INBOX

Make every interaction part of the relationship.

A customer might fill out a form, speak with an account manager, ask for help and receive an invoice. Each step should have a clear place in the team's process.

New inquiryForms gathers the details of a customer request.

Relationship contextCRM organizes customer contact and account information.

Service follow-upDesk helps track customer questions and support work.

Billing follow-throughBilling helps manage the customer's invoice process.

FEATURED WORKRELIEF APPS

Four tools focused on the complete customer experience.

Start with the essentials for customer relationships, incoming information, customer support and billing records.

WORKRELIEF CRM

Understand the relationship

Keep customer account information, contacts and opportunities organized for follow-up.

WORKRELIEF FORMS

Collect what matters

Bring structured inquiries, requests and intake information into the process.

WORKRELIEF DESK

Support with context

Organize customer questions and make service ownership more visible.

WORKRELIEF BILLING

Keep billing connected

Manage invoices with the appropriate customer information close at hand.

UNIFY CUSTOMER DATA / APP SELECTION

Build the toolkit around your customers.

The checkout buttons preselect apps for this business need. Review your selection before continuing.

CUSTOMER ESSENTIALS

Bring customer records together

$81.25 /month · 4 selected apps

CRM for customer relationships
Forms for customer intake
Desk for customer support
Billing for invoice context

Select Essentials →

CUSTOMER GROWTH

Connect more customer touchpoints

$142 /month · 8 selected apps

CRM, Forms, Desk and Billing
Scheduling for meetings
Docs for documents
Chat for team conversations
Workflow for repeated processes

Select Growth →

Apps are preselected in checkout. Stripe billing is not active yet; no payment is collected here.

FREQUENTLY ASKED QUESTIONS

Questions about customer information

Do all teams need every customer app?

No. Start with the apps appropriate for your customer processes and review the selections in checkout.

How do CRM and Desk serve different purposes?

CRM focuses on customer relationships and records, while Desk helps teams organize service questions and requests.

Can we include meetings and documents?

Yes. The Growth combination includes Scheduling and Docs, along with Chat and Workflow.