The user experiences data silos and manual copy-pasting because Zoho Desk lacks seamless bi-directional integration with their custom-built backend platform ("Admin Panel"). They need robust API capabilities to allow support agents to see customer data and sales reps to see support tickets without manual checks.
Hi everyone, I’m running operations for a tech company (\~50 users), and our current stack is becoming a fragmented mess. I’m looking for a reality check on my consolidation plan before I sign a contract. **Current Setup (The Problem):** * **Sales/Projects:** We use **ClickUp** for *everything*. Leads come in as tasks (Sales pipeline), and devs use it for actual development tasks. * **Support:** We use **Zoho Desk** for email ticketing. * **The "Core":** We have a custom-built backend platform ("Admin Panel “) that holds the actual customer data, subscription status, and product settings. **The Pain Point:** Data is siloed, we dont have actual crm, support agents in Zoho Desk can't see if a user info without manually checking Adminka. Sales reps in ClickUp don't know if a client has open support tickets. We are doing too much manual copy-pasting. **The Goal:** I want **one system** or hybrid of two systems that works well together and has good interface, but it **MUST** integrate bi-directionally with our custom "Admin Panel” (via API).