CRM for IT Consultants & Managed Service Providers

• The problem

  A user at a client's office reports a dead printer on WhatsApp, and the request stays in one engineer's phone.

  In Kompot.ai

  Email, WhatsApp, Telegram, website chat and calls land in one conversation log per client. Turn the message into a job with a type, an assignee and a stage, so the request is visible on the board and does not depend on who happened to read it first.

• The problem

  A domain, a certificate or a license term expires, and the client finds out before you do.

  In Kompot.ai

  Keep each expiry date as a date field on the client. A scheduled workflow creates a task for the account manager and emails the client ahead of the date, and the renewal goes out as an estimate, where you see whether they opened and approved it.

• The problem

  An engineer drives to a branch office without knowing what firewall or server sits in the rack.

  In Kompot.ai

  Keep every site on the client's record: address, on-site contact, network notes and the device list as custom fields and attached files. The engineer opens the job on a phone, reads the site notes and earlier visits, and adds photos of the rack before leaving.

• The problem

  Monthly support plans are invoiced by hand, and one client is always forgotten.

  In Kompot.ai

  Set the plan up as a subscription invoice that goes out every month with a payment link. Work outside the agreement — a new workstation setup, a cabling run — is quoted from your price list as an estimate and becomes its own invoice once the client approves it.

• The problem

  A server migration runs for weeks and the client keeps asking where things stand.

  In Kompot.ai

  Put the migration in a project: tasks with owners and due dates, the on-site jobs and the invoices together. Share the project by link, and the client's office manager reads the cutover tasks and comments there instead of calling your engineers.

What you keep on record

Sites and on-site contacts

Office addresses, the person who lets you into the server room and who may approve spending, as custom fields on the client.

Devices and expiry dates

Servers, network gear, license terms, domain and warranty end dates as fields and attached files on the client.

Service agreements

The signed agreement stored as a document, with the support plan and its renewal date on the client.

Request history

Every support job, note, call recording and message from the client's users on one page.

Questions owners ask

Can it replace our help desk for support requests?

It covers the core: a request from email, a messenger or a call is saved in the client's history and becomes a job with a type, an assignee and stages you define. There are no response-time timers and no remote-access tools, so keep those where they are today.

How do I bill a monthly support plan and extra project work?

The plan goes out as a subscription invoice — weekly, monthly or yearly — with a card payment link through Stripe or PayPal. Project work and hardware are quoted as an estimate, and an approved estimate converts into an invoice.

Can I track license, domain and warranty expiry dates per client?

Yes. Add a date field to the client for each expiry you care about and attach the paperwork. A scheduled workflow creates a task and messages the client ahead of time, so the renewal is quoted before anything lapses.

Can an alert from our monitoring tool open a request?

A workflow can start from a webhook. If your monitoring tool can call a web address when a server goes offline, the workflow creates a task for the engineer on duty and notifies them. Kompot.ai does not monitor devices itself.