For B2B & wholesale
Smarter, simpler customer service for your business customers
Give every business customer a clear answer without chasing colleagues for information or checking three different systems first. Account history, orders and invoices stay with the conversation, so your team can easily help customers move forward.
Free VIP onboarding for every customer · No credit card
Email · Lars Bech · Nordic Supply A/S
Can you confirm the delivery date on our order 90124 and add 20 units to it?
Herodesk AI agent
- Matched Lars to Nordic Supply A/S
- Flagged the change to the account owner
Hi Lars, I’ve brought up your account and flagged the 20-unit change to your account manager, who’ll confirm the updated order and delivery today.
Routed to the account owner
in 10 seconds
“Simpler support for the whole construction industry, from small to large.”
Trusted by 100s of webshops, B2B and SaaS companies across Europe.
The result
More time for the customers your business depends on
When Herodesk brings all your account history together, customers get the most helpful answer, whoever on your team picks up the request. Your team spends less time catching up and more time following up.
- One timeline
- Full history for every accountEvery contact, order and previous enquiry in one place, so nobody has to start from scratch – whoever on your team replies to the customer.
- Less admin
- More time to answer customersStop hunting for a specific invoice or entering customer details over and over. Connected data and AI assistance shorten the path from question to answer.
- EU only
- Your data never leaves EuropeBuilt in Denmark and hosted in Germany. Our AI runs on our own servers in Denmark, making Herodesk 100% GDPR compliant.
Sound familiar?
Don’t let a busy day cost you customers
An unanswered question or a forgotten enquiry can put a customer relationship under pressure. Make sure nobody gets overlooked. Keep the next step visible before the customer has to chase you.
- One account, five open cases, no overview
- Three people from the same company have written to three different colleagues. Someone new on the team answers one of them, and the customer notices immediately because your colleague doesn’t know the history.
- A two-day response time is not acceptable
- B2B customers work to their own deadlines. An unconfirmed delivery date can, in the worst case, put the entire business relationship in question.
- Support and sales are the same conversation
- A renewal meeting that opens with an unresolved complaint is a lost meeting. If the person in the room can’t see what support has been dealing with, they walk in blind.
A day in the inbox
Keep your promises with less chasing
See what the customer needs, get the answer from the right colleague and keep sales informed – all from the conversation you already have open.
Make every customer feel remembered
Every person at an account shares one timeline, so whoever replies sees the full relationship: past orders, open deals and every earlier conversation.
- Company-level view across every contact
- Open deals and past orders on the same screen
- No more “who did they talk to last time?”
Order status without leaving the reply
Business Central sits right in the sidebar, so delivery dates, order lines and invoice status are there the moment a purchasing manager asks.
- Live order and invoice status from Business Central
- Confirm delivery dates without a system switch
- Flag changes straight to the account owner
Get help without making the customer start over
Ask a colleague or a supplier a question without leaving the thread or CC-ing the customer. Their answer comes back into the same conversation.
- Internal side conversations on any thread
- Bring in a supplier without exposing the customer
- The whole back-and-forth stays in one place
Keep sales informed without extra admin
Contacts, companies and deals stay in sync between HubSpot and Herodesk both ways, so the sales team always sees the latest without anyone retyping it.
- Two-way sync with HubSpot and Pipedrive
- New contacts and notes flow back automatically
- Sales and support finally see the same thing
Clear ownership, so nothing falls between two people
Give each conversation an owner and see the team’s open workload. When somebody hands over, the account history goes with them, so the customer can carry on from where they left off.
- Assign to a person or a team, from inside the thread
- See every colleague’s open load in one view
- A handover carries the whole account history with it
Two systems, one source of truth
Give a clear answer without checking multiple systems first
In Herodesk, you can see customer data from your CRM and order details from your ERP beside the conversation. That means less time spent hunting down information.
Deals and companies, live in the inbox
Every conversation is linked to the right company and deal, so your team replies with the full sales context, and anything they learn flows back to HubSpot.
HubSpot → Herodesk
Company & contacts
The account, its people and their roles
Open deals & stage
What’s in the pipeline for this account
Deal owner
Who to route a sensitive thread to
Herodesk → HubSpot
New contacts
Anyone who writes in is added to HubSpot
Conversation notes
Support context logged on the record
Orders and invoices, beside the reply
Herodesk reads live order and invoice data from Business Central, so delivery dates and payment status are answered from the source, not a screenshot.
Business Central → Herodesk
Orders & delivery dates
Every order line and when it ships
Invoices & payment status
Paid, due or overdue, at a glance
Credit & terms
The account’s standing, where it matters
Herodesk → Business Central
Change requests
Order edits flagged to the right owner
Resolved cases
Logged back against the account
CRM sync keeps customer records current. Business Central supplies order and invoice context, so your team can answer from the source.
Your systems and tools
All the information in one place
Bring customer, sales and order information into the inbox. Your team can see everything they need straight away, so customers don’t have to wait long for answers.
Running something bespoke? The REST API and webhooks connect it to Herodesk.
AI agents
Give your team more time for complex customer cases
Let our AI agents answer everyday customer questions – including outside working hours – and give your team time for the decisions, relationships and cases that need a person.
- Prioritises and sorts
- AI reads incoming messages, tags them and moves the most important customer cases to the front of the queue.
- Recognises the account
- It identifies the sender and their company, then brings up all the information.
- Routes the case to the right teammate
- Our AI passes all the information and history to the right account manager on your team.
- Helps customers while your team is offline
- The AI agent answers questions about your products and services while your team is off the clock. Potential buyers get an answer straight away instead of waiting until the next working day.
- Drafts the reply
- You can set your AI to draft a reply to a customer for you to approve before the message is sent.
- Summarises the whole case
- Our AI gives you a clear overview of the customer’s case in seconds.
Let your AI work autonomously, or approve messages yourself before they reach your customers. There are plenty of ways to use it.
See which tasks AI can help you withData & sovereignty
Your data stays in Europe
Herodesk is built and hosted in the EU. Since May 2026, our AI has run on our own servers in Denmark and Germany, which means no third-party AI providers get access to your data.
- Nothing leaves the EU
- Hosting in Germany, AI in Denmark. Whenever the system processes customer data, it stays within the EU.
- No US data processor
- Our system is built so that no US subcontractors process customer data.
- Infrastructure we control
- Our servers are hosted by Hetzner in Germany, rather than AWS, Azure or Google Cloud. That’s a deliberate choice about who we work with, and our AI infrastructure follows the same principles.
From teams like yours
Read how Herodesk makes a difference for others
Meet some of the teams already running all their support through Herodesk.
After considering several of the major helpdesk systems, we chose Herodesk because we assessed it would be the best solution for us in the long run.
John Boye Rasmussen
Finicc.com
Herodesk brought all of our channels together and cut hours of manual cleanup after every live sale. The whole team finally has a clear overview.
Ken Primby
CEO, Pluspige
Herodesk saves us time and ensures that we always deliver a high standard of customer service.
Anders Nielsen
MuscleHouse
We handle bookings and inquiries much faster now, and everything has a much better structure.
Christina Vesterlund
Ree Park Safari
Herodesk makes my day easier by consolidating all our communication channels into one platform.
Freja Nielsen
LiiteGuard
Questions
Common questions from B2B teams
Does synchronisation work both ways?
Yes. Contacts, companies and deals stay up to date in both HubSpot and Herodesk, while order and invoice data is read live from Business Central.
Can I see the conversation history for every contact at an account?
Yes. You have one list of every conversation with an account, even when several different contacts write to you. Whoever on your team replies can see the full history: previous orders, open deals, earlier conversations and more.
How do we handle a question that needs help from a colleague or supplier?
You can start a side conversation on the same thread. Ask someone internally or bring in a supplier without CC-ing the customer. Their replies appear in the same place in the system.
What if a conversation needs to go to a specific account manager?
The AI agent can recognise the customer and route the conversation to the account manager on your team.
We use Pipedrive and Dinero, but not HubSpot. Will it work?
Yes. Pipedrive and Dinero also connect to Herodesk. If you use tools we don’t have a ready-made integration for, you can connect them through the REST API.
Will you help us get started?
Every customer gets VIP onboarding included. In video calls, one of our product specialists guides you through setup until everything is up and running and ready to use.
Helpdesk for B2B: what makes it different from B2C?
What a B2B helpdesk has to do that a B2C one doesn’t
B2B customer service makes different demands than B2C. Your customers are companies, and they expect fast, precise answers that start from an existing relationship and its history rather than from scratch. A B2B customer left waiting doesn’t just complain: they start looking at other suppliers, and the account is worth too much to lose that way.
A B2B helpdesk earns its place by giving whoever answers the full context on the account: earlier enquiries, agreements, contact people, open cases, invoices and orders in a single view. That means the colleague replying doesn’t begin again every time, and the customer never has to explain their own situation twice. Herodesk does it by connecting to the systems the account already lives in (see integrations) and putting their data next to the conversation in one shared inbox.
When does a B2B company need a ticket system?
Most B2B companies start with a shared mailbox, and it works for a while. As the number of customers and enquiries grows, the mailbox becomes the problem: requests fall between two people, nobody is sure who is answering what, and there is no view of which cases are open, escalated or waiting on somebody else.
A ticket system fixes that by turning every incoming message into a structured item that can be assigned, answered and closed on purpose rather than by luck. For a company that has committed to response times, that structure is not a nice-to-have: it is the only way to know whether you are meeting them. AI agents then take the routine cases off the queue entirely, so the time your team has goes to the accounts that need judgement.
A B2B helpdesk your team can get started with
For a small B2B team, the useful result is simple: a customer gets an answer, the right person owns the next step, and sales knows what has happened. Herodesk brings account history, conversations and connected business data together to reduce the administration around that work.
You also get help making the change. Every customer has free VIP onboarding through online video meetings with a product specialist, from the first connection until everything is running to your satisfaction. See pricing for the plans, or webshops if you also sell directly to consumers.
Make every account easier to look after
Bring your account history and conversations together. Every customer gets free VIP onboarding. In online video meetings, a product specialist guides you from the first connection until everything is up and running to your satisfaction.