A Full CRM, Built Into Your Platform
Ticketing, real-time live chat, contact management, agent dispatch, customer self-service, and conversation history — not just a helpdesk, a complete CRM.
CRM Screens
Your support team's command center
From ticket management and real-time live chat to contact databases and booking operations — designed for speed and clarity.
Support Tickets & Helpdesk
A unified inbox for all customer and driver inquiries. Every contact form submission, demo request, and chat message automatically creates a trackable ticket with full conversation history.
- Automatic ticket creation from contact forms, demo requests, and chat
- Priority levels: Low, Medium, High, Critical
- Status tracking: Open → In Progress → Resolved → Closed
- Agent assignment and internal notes
- Full conversation timeline per ticket
Real-Time Live Chat
SSE-powered live chat embedded directly in the customer app and website. Visitors start a conversation instantly — agents respond in real time from the CRM console with full attachment support.
- Embeddable chat widget for app and website
- SSE-powered real-time messaging (no polling)
- Image and file attachments (up to 10 MB)
- Session persistence — customers can close and reopen
- Chat history archive for every conversation
- Agent can close/reopen sessions from the console
Contact & Customer Database
A full contact database of every customer, driver, and visitor who has interacted with your platform. View their profile, booking history, chat sessions, and support requests in one place.
- Unified contact database (customers, drivers, visitors)
- Contact profile with full interaction history
- Search and filter by name, email, phone, or role
- Link contacts to bookings, chats, and support tickets
CRM Console & Agent Workspace
The CRM Console is the agent's command center — manage multiple live chats, view ticket queues, and handle booking operations all from one screen.
- Multi-conversation live chat management
- Ticket queue with depth and priority indicators
- Quick actions: assign, escalate, close
- Role-based permissions (CRM Agent scope)
- Full audit trail for every action
Booking Management & Agent Dispatch
CRM agents can search any booking, view full trip details, cancel or reassign rides, and create bookings on behalf of customers — all from the CRM portal. Supports 3 booking pricing modes across verticals.
- Search bookings by ID, customer, or driver
- View full booking timeline and fare breakdown
- Cancel, reassign, or override booking status
- Create rides on behalf of customers (agent dispatch)
- 3 booking modes: product-based (grocery), variation-based (taxi), custom line items (services)
- Book for another person — guest notification via SMS/email
- Add internal notes and comments per booking
Customer Self-Service Portal
Customers can create support requests and track their status directly from the app — without needing to call or email. They see real-time updates as agents respond.
- Customers create and track their own support requests
- Real-time status updates visible to the customer
- Conversation history available from the app
- Reduces inbound support load with self-service
Multi-Product
One CRM for every vertical
The CRM adapts to your product — Taxi or Grocery — with context-aware booking details and product-specific workflows.
Taxi & Ride-Hailing
Manage ride disputes, driver complaints, and passenger support. Agents can view trip details, fare breakdowns, and create bookings on behalf of customers.
Grocery & Delivery
Handle order issues, delivery disputes, and vendor complaints. View order timelines, contact details, and resolve refund requests.
How It Works
From first contact to resolution
Customer Opens Chat or Submits Request
From the mobile app, web app, or your website — every contact automatically creates a CRM ticket and live chat session.
Agent Receives & Responds
CRM agents see new tickets and chats in real time. They can assign, respond, attach files, and escalate from the CRM Console.
Resolve with Context
Agents view the customer's full profile — booking history, past conversations, payment records — and resolve issues with complete context.
Customer Tracks Progress
Customers see live updates on their support requests from the app. No need to call or email — everything is self-service.
FAQ
CRM questions answered
Which plan includes the CRM?
The full CRM portal (tickets, live chat, contacts, agent console, self-service) is included in the Pro tier. Starter and Advanced tiers have basic booking management from the Admin Panel.
Can CRM agents access the full admin panel?
No. CRM agents have a scoped view limited to tickets, chat, contacts, and booking management. They cannot access fleet management, fare configuration, or analytics — keeping your operations secure.
How does the live chat work?
The live chat uses Server-Sent Events (SSE) for real-time messaging — no polling, no delays. Customers start a conversation from the app or website widget. Agents respond from the CRM Console. Both sides support text messages, images, and file attachments up to 10 MB.
Can agents create bookings for customers?
Yes. CRM agents can create ride bookings on behalf of customers directly from the CRM portal — useful for phone-in bookings, VIP requests, or resolving customer issues. Supports 3 booking modes: product-based (grocery orders), variation-based (taxi vehicle types), and custom line items (salon, doctor, or service bookings). Agents can also book for another person — the guest receives ride details via SMS and email.
Do customers see their support request status?
Yes. Customers can view and track all their support requests from the app's 'My Requests' section. They see real-time status updates (Open, In Progress, Resolved) without needing to call or email.
Does the CRM support multiple products?
Yes. The CRM adapts to your product vertical — Taxi or Grocery — with context-aware booking details and product-specific workflows. Each vertical has its own CRM dashboard and views.
Can I integrate with external CRM tools?
The RESTful API allows integration with tools like Zendesk, Freshdesk, or HubSpot. Custom integrations are available as a professional service.
More than a helpdesk — a complete CRM
See the full CRM in action — tickets, live chat, contacts, agent dispatch, and customer self-service.
Try the Demo