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Inbox6 open

MCMaya Chen2mCannot export contacts CSV

RPRiley Park18mInvoice PDF missing VAT line

JLJordan Lee1hSLA timer runs at weekends

CNCasey Ng3hPortal login email lands in spam

SOSam Ortiz5hWidget stylesheet leaks into page

AKAvery Kim1dAdd a second seat to our plan

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OpenTicket #1Cannot export contacts CSV

MC

Maya Chen2 min ago

When I export contacts from CRM I only get headers. Happens on Chrome and Safari.

AR

Alex RiveraInternal

Reproduced on the filtered Customers view. Looks tied to the lifecycle filter.

AR

Alex Riverajust now

Thanks Maya. We found the task and a fix is shipping today.

Write a reply…Submit as Pending

Maya Chen[email protected]

CRMCompanyNorthwind LabsStageCustomer

Revenue£1,200MRR · Active · 1 sub

TasksT-1DoingContacts CSV export returns headers only

FeedbackFB-1PlannedBulk export contacts to CSV · 5 votes

Revenue OverviewMRRARRNet new MRRChurnCohortsSubscribersARPAForecastCustomers

Overview

Subscription analytics from your connected Stripe account.

MRR £ 0123456789 0123456789 , 0123456789 0123456789 0123456789 Net of discounts

ARR£149,760MRR × 12

Net new MRR+£1,840vs past 30 days

Subscribers763 customers synced

ARPA£4,160Avg revenue / paying customer

MRR at risk£00 past-due subscriptions

MRR, last 12 months

CRM New contact ContactsCompaniesDealsTasksForms

Contacts

People shared across Support and CRM.

NameEmailCompanyMRRTickets

Avery Kim[email protected]Fieldkit£6200

Riley Park[email protected]Harbor HQ£8401

Maya Chen[email protected]Northwind Labs£1,2001

Casey Ng[email protected]Lumen£3400

Sam Ortiz[email protected]Brightfield£9801

Jordan Lee[email protected]Acme£2,4001

MC

Maya ChenNorthwind Labs · Customer

£1,200 MRR 1 open ticket 1 open deal 2 feature requests 1 bug reported

Tasks New task TasksQ3 reliability

Tasks

Work for your team.

ListKanban

Backlog11

T-8Import contacts from HubSpotAlex Rivera

To do32

T-3SLA timer keeps running at weekendsAlex Rivera · Jordan LeeTicket #1 · Jordan Lee

T-4Widget stylesheet leaks into host pageAlex Rivera · Sam Ortiz

T-5Bulk tag edit drops the last selectionAlex Rivera

Doing23

T-1Contacts CSV export returns headers onlyMaya Chen · £1,200

T-2Invoice PDF missing VAT lineRiley Park · £840

Done22

T-6Portal login email lands in spamCasey Ng

T-7Saved views lose their sort orderAlex Rivera

Feedback Log feedback All requestsUnder reviewPlannedIn progressShippedNot planned

All requests

What your customers are asking for, ranked by how many asked.

AskedRequestStatusFirst asked byMRR

56FB-1 Bulk export contacts to CSVPlannedMaya Chen£1,200

45FB-5 Saved filters on the contacts listShippedCasey Ng£340

45FB-2 Slack notifications for high priority ticketsIn progressJordan Lee£2,400

34FB-7 Custom SLA rules per customer tierUnder reviewMaya Chen£1,200

34FB-6 Two-way calendar sync for follow upsPlannedAvery Kim£620

34FB-3 Recurring invoices with VAT breakdownUnder reviewSam Ortiz£980

23FB-8 Mobile app for on-call agentsUnder reviewJordan Lee£2,400

Docs New page Support handbookEscalation pathsRefunds and creditsOnboarding checklistRelease notes process

Docs

Support handbook

How we answer Answer the question that was asked, say what happens next, and give a date we can hold to. If it cannot be fixed today, say so plainly. Priority follows impact on the customer, not how loudly it was reported. Worked example

Linked Ticket #1 Maya Chen T-1

OpenCannot export contacts CSVMaya Chen · Northwind Labs · £1,200 MRR

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Conditions Status is Open Company MRR over £500

Open tickets by priority

3Urgent

9High

14Normal

6Low

Urgent3

High9

Normal14

Low6

Agents New agent Competitor watchTriage gapsKnowledge gapsDeal risk review

Competitor watch

Web research · Mission: track competitor pricing and packaging changes.

Ran 8 min ago · 3 findings

HighHelpdesk Co.ProposedAccepted

Raised its Pro plan from £59 to £79 per seat and moved SLA rules behind the Enterprise tier.

Evidence: helpdeskco.com/pricing, changed 2 days ago Proposed task Update the Helpdesk Co. comparison page and pricing table

AcceptTask createdDismiss

MediumInboxlyProposedAccepted

Launched a Stripe revenue panel inside its shared inbox, positioned against tools like yours.

Evidence: Inboxly changelog, 6 days ago Proposed task Review the Revenue product page messaging

AcceptTask createdDismiss

LowTally MetricsProposedAccepted

Dropped its free tier. Trial sign-ups from that segment may look for an alternative.

Evidence: Tally Metrics blog, 9 days ago Proposed task Draft an outreach note for the Feedback board contacts

AcceptTask createdDismiss

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