Per-ticket use case

Ticketing system with CRM context on every ticket

The feature use case: every ticket shows the customer's account, plan, owner, lifecycle stage and custom fields, so B2B agents can triage in-place. For the broader category overview, see helpdesk with CRM.

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

Why teams switch to Tixallo

  • Account, plan, owner, lifecycle and custom fields show on the ticket sidebar.
  • Triage and prioritise by plan, account or custom field — with automations.
  • B2B accounts: every ticket from any contact rolls up to the account view.
  • Owner and lifecycle changes are audit-logged.
  • Free forever for small teams; full Pro feature set free for 90 days.

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.

  • Customer + account panel on every ticket
  • Automations that route by account, plan or custom field
  • Account view: every ticket, message and task in one place
  • Tasks linked to tickets and accounts
  • Audit logging on owner and lifecycle changes
  • AI assist for thread summaries and reply drafting (Pro trial)

Best fit / not best fit

Tixallo is a great fit if…

  • You support B2B accounts with multiple contacts and need account roll-up on tickets.
  • You want to triage by plan or custom field without exporting CSVs.
  • You're tired of switching between Zendesk and HubSpot just to look up an account.

Tixallo is not the right pick if…

  • You want the broader category overview — see helpdesk with CRM.
  • You need a full sales CRM with pipelines and forecasting.
  • You need ABM-style marketing automation.

Add Tixallo to your website in minutes

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

  • How is this different from helpdesk with CRM?

    Helpdesk with CRM is the category overview (CRM + helpdesk in one product). This page is the per-ticket triage angle — what an agent actually sees on a ticket and how that drives routing.

  • Is this a replacement for HubSpot or Salesforce?

    No. The CRM is intentionally lightweight — it's enough for support context. Pair it with a sales CRM if you run pipelines and deals.

  • Free plan?

    Free forever for small teams. Pro features (incl. AI assist and advanced reporting) are free for the first 90 days.

Try Tixallo free

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