Customer support chat for questions about bills and projects

It is a separate, walled-off conversation thread on each customer, project and sales document. The client's portal contacts see and use it to ask questions, and your staff reply from the record. It is kept completely apart from your team's internal chat on the same record.

No. Your team's internal chat and the customer support thread are kept completely apart. The client only ever sees the support thread. That means your staff can talk openly about a request before anyone replies to the customer. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Clients write from the CIPHER CRM customer portal. Each of their contacts with a portal login can see and use the support threads on their account, their projects and their documents, so they have one clear place to ask. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Yes. Each project and each sales document has its own support thread, as well as the one on the customer. A question about one job stays on that job, and a question about one invoice stays on that invoice. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

For conversations with clients about their account, projects and documents, the support thread covers it inside CIPHER CRM. It is a straightforward chat tied to the work, so there is no queue to manage and no second system to keep in step.

Yes. The thread lives on the record, not in one person's inbox. Anyone on your team who can open that customer, project or document can read what the client asked before and carry on the conversation from there. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.