Customers & contacts
Company, contacts and the context of the relationship — kept deliberately light so it stays current instead of becoming a data-entry chore.
Customer Management
A customer request becomes real work, not another pipeline stage.
Most teams do not need a sales-pipeline-first system. They need the customer, the confirmed work, the project, the tasks and the invoice to stay connected. Tork keeps customers and contacts simple and moves them straight into delivery.
The customer operations loop
Customer → Project → Tasks → Invoice.
One record trail from the first conversation to the commercial follow-through, so nobody rebuilds the same information in a second system to get work started.
Projects & tasks
Confirmed work opens a project, the team is assigned and tasks carry the delivery. The customer context travels with it.
Invoicing & finance context
Commercial follow-through sits in the same operational picture as the work that earned it, rather than in a disconnected finance silo.
Support operations
Ticket → Assign → Resolve → Close.
Every reported issue gets an owner, a status and a resolution path. Support work stays connected to the customer it belongs to instead of living in a separate inbox.
- Explicit ownership — a ticket belongs to someone, not to a queue in general.
- Real states — create, assign, work, wait for requester, resolve, confirm, close, reopen.
- Public replies and internal notes kept distinct.
- Customer context attached, so support is not starting from zero.
Why not a pipeline-first CRM
Simple where it should be simple.
Pipeline-first tools ask every department to model its work as a sales stage. For service, operations and delivery teams that is friction with no payoff. Tork keeps customer information light and puts the weight where the work actually happens.
Customer Management is the customer-facing name for this area of Tork. It covers customers and contacts, confirmed work, projects, delivery and the support relationship around them.
Bring one real customer workflow.
We will walk it end to end — intake, delivery, support and invoice — against how your team actually works today.