Feature

A helpdesk with a real CRM inside it

Stop juggling a helpdesk and a separate spreadsheet of customers. Tixallo brings tickets and a lightweight CRM together — owners, accounts, lifecycle stages, custom fields and tasks.

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Free forever for small teams · 90-day Pro trial · No credit card

Why teams switch to Tixallo

  • Customer and account records sit next to every ticket.
  • Owners + lifecycle stages so you know who handles which account and where it stands.
  • Custom fields on customers and accounts (no second tool, no Zapier glue).
  • CRM tasks tied to customers — follow-ups don't get lost.
  • Duplicate review workflow keeps the CRM clean.

A quick look

Screenshots are added as we record polished product flows — placeholder kept honest on purpose.

What Tixallo includes today

We only list features that are live in Tixallo right now. No roadmap-stuffing.

  • Customers + Accounts CRM with owner, lifecycle, custom fields
  • Tasks attached to customers and accounts
  • CRM hygiene: duplicate review
  • Audit logging on owner and lifecycle changes
  • Account view that shows every ticket, message and task in one place
  • Spam and phishing classifier on inbound channels

Best fit / not best fit

This is a great fit if…

  • You're maintaining a customer spreadsheet alongside your helpdesk.
  • You want one workspace for support and lightweight account management.
  • You want owners and lifecycle stages on accounts without buying a full CRM.
  • You want custom fields on customers without an admin project.

Not the right pick if…

  • You need a full sales CRM with pipelines, deals and forecasting.
  • You need marketing automation (sequences, drip campaigns).
  • You need a quoting / CPQ workflow.

Migration path

  1. 1

    Sign up for Tixallo — no card needed.

  2. 2

    Import customers and accounts via CSV (Settings → Imports).

  3. 3

    Set owners and lifecycle stages on your top accounts.

  4. 4

    Add the custom fields your team actually uses.

  5. 5

    Use tasks to track follow-ups instead of personal to-do lists.

Tixallo CRM vs helpdesk + spreadsheet

CapabilityTixalloAlternative
Customers next to ticketsYesNo — separate tool
Account-level viewYes — every ticket + message + taskManual roll-up
Owners + lifecycle stagesBuilt inManual
Custom fieldsBuilt in (customers + accounts + tickets)Spreadsheet columns
Duplicate hygiene workflowBuilt inManual
Audit log on owner / lifecycleYesNo

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Website contact forms

Hosted form pages and copy-paste embeds turn site traffic into tickets — no developer required.

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Live chat widget

A lightweight chat script your visitors can use immediately. Conversations land in the same shared inbox as email.

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Frequently asked questions

  • Is this a real CRM or just a customer profile?

    It's a lightweight CRM, not a full sales CRM. You get accounts, owners, lifecycle stages, custom fields, tasks, duplicate hygiene and audit logging — but no deal pipelines or forecasting.

  • Will it replace HubSpot or Salesforce?

    For support-led teams, often yes. For sales-led teams running pipelines and deals, no — keep your sales CRM and use Tixallo for support and account management.

  • Can I import my customer list?

    Yes — CSV import for customers and accounts is built in. The Zendesk / Freshdesk / Help Scout / Deskpro importers also seed customers and accounts automatically.

  • Does the CRM work on Free?

    Yes. The CRM (customers, accounts, owners, lifecycle, tasks, custom fields) is part of the core product on Free. Higher limits and the no-branding option come with Pro.

Try Tixallo free

Free forever for small teams. Pro features free for 90 days. No credit card.