CofferwellYour customer's Business Central balance, orders, shipments and invoices, right on the ticket.
Full name: “Cofferwell: Business Central Panel”
From $150 a month per Zendesk account. 14-day free trial (Zendesk asks for a card at install). Billed monthly by Zendesk. No free plan.
Your customer's Business Central account next to the ticket: what they owe, what's overdue, which orders shipped and which didn't. Cofferwell finds the requester's customer in Microsoft Dynamics 365 Business Central and shows the balance, open invoices, open sales orders with shipping progress, recent shipments and credit memos. Agents answer "where's my order" and "send me that invoice again" without asking finance, and every change they make in Business Central is confirmed first and logged on the ticket.
Cofferwell is built by Great Work LLC. It is not made, endorsed or sponsored by Zendesk or Microsoft. Microsoft, Dynamics 365, Business Central and Microsoft Entra are trademarks of the Microsoft group of companies.
What you get
The customer's account, in the ticket
Found automatically by the requester's emails, or link a Zendesk organization to a customer number once. Balance and overdue amount, credit limit used, payment terms, and a badge when the customer is on hold.
Answers you can send, and changes with a trail
Insert into the reply: order status, open invoices or the balance, written for the customer. Credit limits and holds never go into the text. Email an invoice or credit memo from Business Central using your own document sending setup.
Questions about Cofferwell
What does Cofferwell do?
Your customer's Business Central balance, orders, shipments and invoices, right on the ticket.
What does Cofferwell work with?
Cofferwell works in Zendesk Support.
How much does Cofferwell cost?
Team: $150 a month per Zendesk account, up to 10 agents. Scale: $16 a month per agent.
Is there a free trial?
14-day free trial (Zendesk asks for a card at install). Billed monthly by Zendesk. No free plan.
How do I get Cofferwell?
Email hello@greatwork.company and we'll help you get Cofferwell set up.
Who makes Cofferwell?
Great Work LLC, an independent software company. Email hello@greatwork.company with any question about Cofferwell and a person will answer.
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