The Customer Relationship Management (CRM) app is where you create, view and manage your helpdesk's User and Organization records.

You can manage what different Users and Organizations are allowed to see and do across your helpdesk and Help Center by adding them to Usergroups.

Admins define Usergroups and the permissions that apply across them, but you can add Users and Organizations to specific Usergroups.

You can use the CRM app to browse User and Organization records, view their previous interactions with your helpdesk, store information that you have gathered during interactions, such as contact information, notes and files.

You can also use the CRM to view information about Agents and Teams on the helpdesk.

You can watch our walkthrough of the CRM here.