What we do
Tools
Industries
Legal & Law FirmsLess admin per case, faster billing, and no missed deadlinesHealthcare & PracticesFewer no-shows, cleaner records and billing that gets paidHome & Field ServicesQuotes out faster, jobs billed the same day, fewer callbacksManufacturingFewer production errors, accurate costing and on-time ordersWholesale & DistributionOrders flow in on their own, with stock numbers you can trustConstruction & ContractorsTighter job costs, faster change orders and subs paid on timeReal Estate & Property MgmtFaster lead response, less paperwork and happier owners and tenantsE-commerce & RetailMore orders shipped right the first time, fewer returns and refundsLogistics & FreightFewer delays, accurate tracking and invoices that go out on timeProfessional ServicesMore billable hours captured, faster onboarding and cleaner invoicesFinancial Services & InsuranceFaster onboarding, fewer compliance gaps and smoother renewalsHospitality & RestaurantsSmoother service, tighter inventory and less wasted laborNonprofitsMore of every dollar goes to the mission, with reporting that takes minutesEducation & TrainingLess admin per student and families who always know where things standAutomotive & DealershipsFaster follow-up, fuller service bays and fewer lost leadsStaffing & RecruitingFaster placements, error-free payroll and quicker client invoicingVeterinary & Pet CareFewer missed reminders, cleaner records and billing that gets paid
Department
OperationsYou see the inefficiency every day. We build the systems that make it go away.SalesEverything your reps need, right inside the CRM. More time selling, less time searching.FinanceStop chasing data across systems. Your accounting connected to everything else.Customer ExperienceSelf-service portals so customers help themselves, on their own time.MarketingKnow who is engaging, who is at risk and where the opportunities are.Supply ChainOrders, suppliers, stock and shipments in sync, so you see problems before your customers do.WarehousePicks, packs and stock counts that update every system without anyone retyping them.HR & PeopleHiring, onboarding and payroll data moving between systems, so your people team stops chasing forms.ProcurementRequests, approvals and purchase orders that route themselves and match what was actually bought.
How we workLet's talk →
Home/Zendesk

Your support agents shouldn't need 6 browser tabs open to answer one question.

Zendesk is where your support team works: tickets come in, agents respond, problems get solved. But ask "where's my order?" and an agent is suddenly opening the order system, the shipping portal, QuickBooks, and the CRM before they can answer. We bring all that context into Zendesk, so when an agent opens a ticket, they already know everything they need to know.

Where Zendesk stops

Agents get stuck because order, billing and CRM history isn't in the ticket, so they put customers on hold to check the other system.

Got a Zendesk problem? Let's solve it →

Ticket comes in: "Where’s my order?" Agent opens Zendesk, sees the ticket, then opens the order management system in another tab, then the shipping portal in another, then QuickBooks to check if there’s a payment hold, then maybe the CRM to see if the sales team has any notes.

By the time they've gathered enough context to actually help, the customer has been waiting 4 minutes. And if they call back tomorrow and get a different agent, the whole detective routine starts over.

What We Build on Top of Zendesk

01

Context at a glance

Everything an agent needs, visible the moment they open the ticket.

  • Order history and current order status pulled from your OMS or ERP
  • Shipping and tracking information from ShipStation, ShipBob, or your logistics provider, no more "let me check on that"
  • Invoice and payment status from QuickBooks or NetSuite, so the agent knows about a billing issue before the customer even mentions it
  • CRM data from Salesforce or HubSpot: account tier, account manager, last sales interaction, contract details
  • Product and warranty information, so the agent knows exactly what the customer bought, when, and whether it's still under warranty
  • Custom data from any system. If it helps your agent solve the problem faster, we can surface it
02

Take action without leaving Zendesk

Resolving the ticket and updating every other system happen in the same click.

  • Issue a refund or credit memo that syncs back to QuickBooks
  • Trigger a replacement shipment in your fulfillment system
  • Update an order status in your OMS
  • Escalate to the account manager in Salesforce with full context attached
  • Create a return or exchange that flows through your entire system automatically
03

Automate the repetitive stuff

Some tickets don't need an agent at all.

  • Ticket comes in about a known shipping delay? Auto-response goes out with tracking info and an updated delivery estimate, no agent needed
  • Customer’s order is marked "delivered" but they say they didn’t get it? Ticket automatically flagged as high priority with shipping details pre-loaded
  • VIP customer submits a ticket? Automatically routed to your senior team with their full account history attached
  • Ticket mentions "cancel" or "refund"? Retention workflow triggers, discount offer prepared, account manager notified
What this looks like in practice

Specialty Kitchen Equipment Retailer

About 300 support tickets a day across email and chat, using Zendesk, Shopify, ShipStation, and QuickBooks.

The problemAverage handle time per ticket was 8 minutes, half of that just gathering context. Agents had a browser with 4-5 tabs open at all times. New agents took weeks to get up to speed because they had to learn how to navigate all these systems. Customer satisfaction was fine but not great, customers were tired of repeating themselves.

We built a custom Zendesk sidebar that pulls from all their systems, plus action buttons so an agent can trigger a replacement shipment, issue a partial refund, or send a prepaid return label without leaving Zendesk, with everything syncing back to the relevant systems. Average handle time dropped to under 3 minutes, new agent onboarding went from weeks to days, and customer satisfaction scores jumped because customers stopped hearing "let me look into that and get back to you."
  • The customer's last 10 orders from Shopify
  • Tracking status for any open shipments from ShipStation
  • Payment status and any outstanding invoices from QuickBooks
  • Previous tickets and their resolutions from Zendesk itself
  • Customer lifetime value and segment from their CRM
Fix mine →See how we work with Shopify

How This Connects to the Bigger Picture

Great support is really about great information flow. When your support desk is connected to everything, your agents become the most knowledgeable people in the building.

But what if your customers didn't even need to submit a ticket? What if they could check their order status, download invoices, and track shipments themselves? That's the self-service portal: same data, same integrations, but now the customer has direct access.

See how we Uber-ize businesses with self-service portals →

See how we give sales teams superpowers with CRM integrations →

See how we help businesses sell online →

Tools We Commonly Connect with Zendesk

01

Shopify

02

QuickBooks

03

Salesforce

04

ShipStation

05

NetSuite

06

Slack

07

WooCommerce

08

Twilio

More on Zendesk

Specific integration and automation topics for Zendesk, covered in depth.

Zendesk API: What You Can BuildZendesk Triggers, Automations & MacrosZendesk Apps & IntegrationsZendesk AI Agents ExplainedIs Zendesk a CRM? Sunshine ExplainedZendesk Live Chat & MessagingZendesk Help Center GuideIntercom vs Zendesk
Let's talk

Using Zendesk and feel like your agents are spending more time searching than solving?

Tell us what's slowing them down. And if it's not Zendesk that's the real bottleneck, that's fine too, we automate whatever's manual in your business, not just one support desk.

Let's Talk →

Let's talk

Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.