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Set up Your Help Desk App » History » Revision 2

Revision 1 (Thomas Carney, 06/18/2015 11:20 AM) → Revision 2/59 (Thomas Carney, 06/18/2015 11:36 AM)

# Set up Your CRM & Helpdesk App in 8 minutes 

 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. 

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 ## What can Planio’s CRM & Helpdesk do for you? 

 1.    You can work on customer questions at one central location, so your entire team can work together to give answers to customers’ questions. 
 2.    You’ll be able to answer customers faster, thanks to templated responses to commonly asked questions, auto-replies and customized messaging context. 
 3.    You can ensure that customers always get consistent answers to the same questions. 
 4.    You can reduce the amount of support emails using FAQs 
 5.    Customers will be happier because they’ll be able to track their questions. 
 6.    Best of all, your support team can work with customers anywhere in the world. 

 ## Setting up the CRM & Helpdesk in Planio 

 ### Set up a project just for support   
 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. 

 ### Activate the CRM & Helpdesk App   
 Go to Apps tab apps in the navbar and install the CRM & Helpdesk app if it isn’t already installed. 

 Once ### Set up the CRM & Helpdesk App is support email address   
 Now, that it’s installed, we need to set up the support email address. 

 Go to the Setting tab, setting tab in the navbar, and click on CRM & Helpdesk. 

 You can specify your support email address for the project here. It can be any email you own. For example, at Planio we use support@plan.io. I have support@tommycarney.com 

 Now, you’ll have to set up set-up email forwarding for this address. to the planio dropbox email. Any emails sent to the address in this box need to forward to the unique Planio dropbox email address. 

 Here are 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: 

 1.    [Google Apps](https://support.google.com/a/answer/2685650) 
 2.    "Godaddy": https://support.godaddy.com/help/article/7598/setting-up-forwarding-accounts-in-the-workspace-control-center 
 3.    "ENOM": http://www.enom.com/pop-email/faq-emailforwarding.aspx 
 4.    "Hover": https://help.hover.com/entries/21247566-How-to-Set-up-email-forwarding 
 5.    [1&1](https://help.1and1.com/e-mail-and-office-c37589/1and1-mail-basic-c37590/using-the-product-c85088/create-a-forwarding-e-mail-address-a594930.html) 

 It can take a few minutes once you’ve set up the email forwarding before it will be active. 

 Now, you can send a test email to the support email, and it will show up as an issue in our support project. 

 If you use an email address that isn’t registered in Planio, that email address will be added as a new customer in the customers tab, so you’ll be able to track all correspondence with that person. This means you can manage all customer relations from within Planio automatically. Apps](https://support.google.com/a/answer/175745?hl=en) 

 ## Start replying to customer’s emails   
 Create custom headers, footers and autoreply templates   
 h2. Create an FAQ so Customers can find answers to their most common questions