The CRM & Helpdesk will help you provide better customer service. It brings all your customer interactions into one place, so you'll have an overview of every interaction. It's tightly integrated with email, so your customers can use email to talk with you, but every email appears as a ticket in Planio.
Sign into your Planio account and create a project for customer support.
We recommend that you create a project just for customer support. If you provide support in several languages, it's best to create a separate project for each language.
Go to apps in the navbar and install the CRM & Helpdesk app if it isn’t already installed.
Now, that it’s installed, we need to set up the support email address.
Go to the setting tab in the navbar, and click on CRM & Helpdesk.
You can specify your support email address for the project here. For example, I have support@tommycarney.com
Now, you’ll have to set-up email forwarding to the planio dropbox email. Any emails sent to the address in this box need to forward to the unique Planio dropbox email address.
I’ve included links to tutorials on how to do this for Google Apps and some of the big domain registrars such as Godaddy or ENOM below:
Create custom headers, footers and autoreply templates
h2. Create an FAQ so Customers can find answers to their most common questions