Attached is PO 7781. Finance is cc’d, please invoice them.
Customer support software for B2B companies
B2B buyers expect B2C-grade experiences. Give every account fast, organized, SLA-backed support — with the context to treat key customers like the partners they are.
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Powering support for growing teams
- 80%
- of B2B buyers expect a buying experience like B2C Salesforce
- 5–25×
- cheaper to retain an account than win a new one Harvard Business Review
- 88%
- of customers expect a self-service portal Microsoft
What support looks like for B2B
Accounts have multiple contacts and threads
A single B2B customer means many stakeholders and overlapping conversations that are easy to lose track of.
SLAs and prioritization are non-negotiable
Business customers expect guaranteed response times, and key accounts can’t sit in a generic queue.
Context determines whether you keep the account
Without history and account data, agents repeat questions and erode trust with high-value customers.
Support across the whole B2B journey
From the first pre-sale question to the next repeat order — one platform for every conversation a shopper has with your brand.
Do you offer net-30 terms and volume pricing for 200 units?
Yes. Net-30 is open to approved businesses, and 200 units qualify for tier 2 pricing.
Hi Greg, I’ll send a quote today. Which address do we invoice?
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Give business buyers a B2C-grade first impression
B2B buyers expect the experience they get as consumers. Fast, organized first responses — with live chat and AI from your docs — set the tone for a long account relationship.
- Live chat and AI for pre-sale questions
- Fast, organized first responses
- A buying experience that matches B2C
Merged 2 emails from Acme Corp into one conversation
@Owen I’ve got this one. The invoice goes to finance only.
Thanks. PO 7781 is logged, and the invoice goes to your finance team today.
Keep multi-contact accounts organized
A single B2B customer means many stakeholders and overlapping threads. Merge, split, assign, and private notes keep accounts tidy, and collision detection prevents double replies.
- Merge, split, and assign conversations
- Private notes and collision detection
- Account context in custom fields
Our order sync stopped an hour ago. This blocks our warehouse.
Key account · Priority Urgent · SLA 1h
We’re on it. A webhook key expired. I’ve renewed it, and the queued orders are syncing now.
Back every key account with SLAs
Business customers expect guaranteed response times, and key accounts can’t sit in a generic queue. Enforce SLAs, route by account automatically, and surface CRM context through the API.
- SLAs and priority routing for key accounts
- Custom fields to filter, route, and report
- API and webhooks sync CRM context
Support has been great this year. We want to add two warehouses.
Expansion request. Loop in Sales before the renewal call.
Great news. Owen from Sales sends a quote for both sites this week.
Conversation shared with Sales · CRM updated
Make support the reason accounts stay
Context is what keeps the account — without history, agents erode trust with high-value customers. Full account context, self-service for business users, and consistent service protect renewals and expansion.
- Higher retention on high-value accounts
- Self-service for business customers
- Context that earns expansion
Support that moves the numbers that matter
- SLA-backed
- response times for key accounts
- Organized
- multi-contact account conversations
- Higher
- retention on high-value accounts
Connected to the tools you already use
Billing, orders, and account data sit beside every conversation — not three tabs away.
B2B support questions, answered
Still curious? Start a free trial — every feature is included, no credit card required.