ClearCRM Service is designed to help your team provide exceptional support, manage client interactions efficiently, and maintain a smooth customer service experience — all from one place.
Whether you're handling tickets, chatting with customers, or managing support-related knowledge, Service acts as your control center for customer service.
1. Support
The Support section is your ticketing system.
From here, you can view and manage all support tickets submitted by customers.
You can also create new tickets manually using the “+ Add Ticket” button — useful for logging phone calls or external requests.
Tickets can be tracked, prioritized, and resolved through customizable statuses.
This is the heart of your customer support workflow.
2. Chat
The Chat section shows live chat activity within your organization. You'll see:
Online Members: Your internal support agents or team members who are available to respond.
Online Clients: Visitors or customers currently browsing your site or logged into their portal.
This real-time visibility helps your team stay responsive and collaborative.
3. Knowledge Base
Use the Knowledge Base section to create helpful self-service content for your customers.
Publish articles, FAQs, and how-tos so customers can find answers without always needing to reach out.
These articles are also integrated into the customer portal and chat bot, improving support efficiency.
It’s a great way to reduce ticket volume while still delivering excellent service.
How It All Works Together
The Service complements other areas of ClearCRM, like CRM and Projects, ensuring that support is always connected to your customer records and project workflows.
It’s built to help you:
Track and resolve issues quickly
Communicate clearly with clients
Maintain a searchable, useful knowledge base
Best For:
Customer support teams
Client-facing service organizations
Any company aiming to improve client satisfaction and streamline support