Support tickets & sales leads
One place for customer support and inbound leads inside Admin: structured tickets, CRM-style lead capture, live team threads, and handoff to your boards. Included on Pro and Enterprise; not on the free plan.
Features
Support and sales in your workspace
Pro and Enterprise teams get CRM next to Boards, HR, Sign, and Docs.
Support tickets
Log customer issues with application name, subject, priority, category, channel, environment, and related URL. Requester email is the canonical customer UID (normalized). Status workflow: open, in progress, resolved.
Live internal threads
Each support ticket and sales submission has a real-time comment thread for your team. Same pattern for both Support and Sales forms tabs.
Sales & lead forms
Web-to-lead style fields: contact, company, address, lead source and status, industry, company size, revenue band, product interest, message, and internal notes. Pipeline status updates on the submission detail view.
Convert to board tickets
Turn a support ticket into a Work board ticket like Feedback, with optional AI and a board picker. CRM row stays linked to the new ticket.
Email as identity
Prospects and customers are keyed by work email in the cloud, aligned with a future customer-facing portal or embed that posts via your secure API.
Org settings
Default application name for new support tickets comes from Org Settings (General), so tickets stay consistent with your product naming.
Pricing
Pro and Enterprise
CRM is not included on the free plan. Pro and Enterprise include support tickets, sales submissions, and live threads.
Where to find it
In the dashboard sidebar, open CRM for your organization. Use the Support and Sales forms tabs to triage tickets and leads.
FAQ
Frequently asked questions
- What is NodeDa Work CRM?
- NodeDa Work CRM is built into your workspace for customer support tickets and sales lead submissions. Staff log tickets and leads with rich fields, discuss in live threads, and link support issues to Work board tickets. Customer identity uses normalized email. It is included on Pro and Enterprise; the free plan does not include CRM.
- Is NodeDa Work CRM available on Pro?
- Yes. CRM is included on Pro and Enterprise. The free plan includes Boards only.
- Can I use a public form for leads?
- The dashboard is for your team. A separate customer-facing site can submit to the same Firestore collections using the Admin SDK; see NodeDa Work docs for the CRM customer-facing site handoff.
Need CRM for your org?
Upgrade in Org Settings or contact us for Enterprise.