Service Desk

Support that knows
who it's talking to.

Every ticket linked to the CRM record — your team sees the client's compliance status, deal history, and loyalty tier before picking up the phone. SLA tracking, chatbot deflection, and a client portal built in.

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Every ticket, full context, resolved faster.

🎫

Ticket Management

Clients submit via portal or email. Tickets auto-categorised, prioritised, and routed to the right team member. No request falls through.

  • Portal & email submission
  • Auto-categorisation & tagging
  • Team-based assignment
  • Priority levels (critical/high/medium/low)
⏱️

SLA Tracking

Define response and resolution SLAs per priority. Real-time countdown visible to agents. Automatic escalation on breach. SLA performance reports for management.

  • Configurable SLA policies
  • Real-time SLA countdown
  • Breach alerts & escalation
  • SLA performance reports
🔗

CRM-Linked Context

Every ticket linked to CRM contact and company. Agents see deal stage, AML/KYC status, billing history, and previous tickets — without switching tabs.

  • Inline CRM contact data
  • AML/KYC status visible
  • Deal history
  • Previous ticket timeline
🖥️

Client Portal

Branded self-service portal for clients to submit requests, check ticket status, and view past resolutions — reducing your support volume automatically.

  • Branded client portal
  • Ticket status & history
  • Knowledge base articles
  • CSAT satisfaction ratings
💬

Chatbot Deflection

The HubSecure Chatbot handles common queries automatically. Only unresolved conversations escalate to a service desk ticket — with full chat history transferred.

  • Auto-deflect common queries
  • Full chat history on ticket
  • Priority routing for Club Gold
  • SLA timer starts on handover
📊

Support Analytics

Track ticket volume, resolution time, SLA compliance, and agent performance. Identify recurring issues and knowledge base gaps — proactively.

  • Volume & resolution time trends
  • SLA compliance rate
  • Agent performance metrics
  • Category & recurring issue analysis

Full client context on every ticket

When a ticket arrives, your agent immediately sees who the client is, their AML status, their open deals in CRM, and whether they're a Gold Customer Club member. No context-switching needed.

CRM
Contact profile, deal stage, and history inline
Chatbot
Unresolved chats become tickets with full history
Customer Club
Gold members get priority routing automatically
Vault
Ticket attachments stored securely — not in email
RBAC + Audit Logs
Access controlled, every action logged
Ticket #4821Priority: High
ClientAnna Svensson — Gold Club Member
IssueWrong item in last order
AML Status✓ KYC Cleared
Open deals1 deal in Proposal stage ($4,800)
SLA2h 14m remaining
AssignedSarah K. · via Chatbot handover
Service Desk

Resolve faster. Know more.
Miss nothing.

See how HubSecure Service Desk gives your support team full client context on every ticket — and your clients a portal they'll actually use.

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Module cluster

Connect service workflows to client onboarding

Service work should connect to onboarding, portal status, document collection and CRM context.

Client onboarding softwareSecure client portalSecure document collectionCompliance CRMPlatform overviewBook a demo
Structured interest

Tell us this is what you want

This signup page records the exact HubSecure interest, source page, campaign data, country if available and submission time so we can follow up with the right context.

Open service desk signupAdmin lead dashboardPrivacy details

Related guides for this workflow

Compliance CRM guidecompliance CRM for growing companiesCRM moduleHubSpot comparisoncompliance CRM guideGuide Librarybook a workflow demo

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