About the Company For project management, there are tons of software options available, some of which are too heavy-weight for teams tackling smaller, well-defined projects. When picking the right software for your team, one of the biggest challenges is striking the right balance in terms of the benefits versus the time spent setting it up […]
How a real estate broker uses OneDesk to capture design request tickets More
Freshbooks Freshbooks is a cloud-based software that provides accounting services to its users. The application is geared towards small businesses and self-employed professionals, enabling them to track their financials by logging on to their accounts. At its core, Freshbooks is a straightforward application that eliminates paperwork by automating tasks like invoicing, organizing expenses and client
About the Mortgage Company Mortgage like other financial services involves meticulous bookkeeping and outreach. Mortgage CRM tools and Automated Mortgage Marketing and Management tools are disrupting the mortgage market. The accelerated rise in automation and digitization in the mortgage process has already become the norm for the progressive real estate and loan professionals operating in
Dropbox is a cloud-based file hosting service that stores a variety of documents in one platform. What makes Dropbox unique is its ability to store large files in different formats without relying on disk space. Users can access data by downloading the application into their computers or by simply logging on to their accounts. Initially,
Slack Slack is a cloud-based instant messaging platform that replaces internal communication overhead, such as emails, through chat rooms (known as channels). Each message is organized by topic, department, projects, private groups, and more into these channels enabling users to respond according to their priority. What makes Slack unique is that it promotes one-on-one team
There is no shortage of software positioned as being staples for the everyday business professional. From accounting to procurement to reporting, businesses need a variety of software to keep themselves running. Not only is it difficult sourcing all of the tools needed to cover all aspects of their operations due to the sheer number of
How a wifi service company utilizes OneDesk’s CRM features More
Mailchimp is an end to end marketing platform that started as an email marketing tool alternative to the expensive email software in the early 2000s. The goal was to provide small businesses access to technological resources and tools to grow like their larger counterparts. Today, it has evolved into a robust customer relationship management system
Quickly Build your Mailchimp Audience by Integrating OneDesk More
Welcome to the first release of OneDesk in the new decade! This update was rolled out on January 28 2020. This release could be called “The Integration Release” because that was the main focus this month. Integrations We built out our integrations platform and services and started delivering the first of a new set of
Custom webforms are needed to capture custom requests For companies that work on custom requests, it is paramount that they nail gathering requirements from their customers. We live in an increasingly distributed work environment, which sometimes exacerbates the difficulties in ensuring everyone is on the same page. When people aren’t aligned on expectations or requirements,
How a software company uses custom webforms to help design bespoke software More
For complete information on adding the apps to your site see: Putting the customer apps on your website. OneDesk includes a variety of Customer apps which you can put on your website to better serve your customers. These apps include the Messenger, Webforms, Knowledgebase, and Customer Portal. The easiest way to put these applications on
How to embed customer apps on your website using an iFrame More