OneDesk for Startups
Plan Projects, Manage Budgets and Provide Customer Support in One Platform
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OneDesk's host of Startup-friendly features
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Streamline Your Customer Support
Omnichannel Ticketing
OneDesk connects multiple channels, helping you manage your customer support tickets in a single unified view.
- Convert emails to support tickets.
- Create webforms to capture information in one go.
- Enable live chat messenger to respond to customer inquiries in real-time.
- Integrate with additional web-applications to capture support tickets.
Personalized Support
Tailor your customer support and develop long-term relationships with your customers.
- Create multiple ticket types to support different requests.
- Customize webforms and create the required fields to collect all the necessary information.
- Prioritize tickets based on 1-5 stars for premium customers and organizations.
- Design onboarding programs unique to each customer or customer organization.
- Assign tickets to team members to offer personalized and niche services to customers.
Automated Solution
Automate ticket flow and eliminate manual work for your teams.
- Notify users, followers, and customers about ticket progress with automated emails.
- Set up a BOT reply to customers when the support team is offline.
- Place tickets to appropriate projects and reduce manual work.
- Route tickets to appropriate individual assignees and team members.
- Automate SLA policies by linking them to tickets and eliminate repetitive work for agents.
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Plan Projects
Project Structure
Structure your projects with hierarchy levels and remain organized at all times.
- Portfolios are folders that include projects.
- You can place multiple projects in a portfolio.
- Drag-and-drop projects into different portfolios.
- Projects contain tickets, tasks, or other items.
- Use folders to organize your tasks within projects.
Project Timeline
OneDesk’s interactive Gantt Chart helps you plan, monitor, and schedule your projects in real-time.
- Enter new tasks for your projects.
- Add or edit planned schedules for your tasks.
- Link tasks to create dependencies to avoid bottlenecks.
- Assign users and team members.
- Drag and drop the bars to modify your project timeline.
- Compare your project plan to the actual time logged by your team members.
Task Management
Improve your productivity by managing tasks and monitoring team accountability.
- Create task lists to prioritize daily work.
- Add descriptions and attachments for team collaboration.
- Include planned schedules, date constraints, and task priority.
- Assign individual users or multiple teams to tasks.
- Link tasks to create dependencies and manage subtasks.
- Clone task lists to have all the processes in place every time.
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Scale Your Operations
Integrations and APIs
OneDesk’s integration capabilities help you gain more flexibility, control, and automation over your processes.
- Use SSO to authenticate from your identity and access provider automatically.
- Public API allows developers to access the functionality of the platform programmatically.
- Built-in integrations help your team to accomplish all their work in one application.
- Zapier plug-in connects you and your team to 2000+ applications.
Workflow Automation
Automate customer support and repetitive work for your startup.
- Route tickets to assignees, teams, and projects automatically.
- Set up email reminders for project deadlines, meetings, and more.
- Automate ticket lifecycle statuses to stay on top of your progress.
- Email customers about ticket updates and status changes.
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Control Your Operations
Reporting and Analytics
Convert complex data into powerful reports to keep everyone informed about your projects.
- Create invoice reports or progress reports with a click.
- Choose the layout of your report or create your own template.
- Collect data for projects, tasks, tickets, and timesheets.
- Add data columns and select the properties you would like to include.
- Schedule report frequency on a daily, weekly, monthly, and annual basis.
- Email your report to key stakeholders and keep everyone updated.
Workflow Visibility
Kanban boards enable startups to visualize the progress of their workflow.
- Set up different stages of your tasks to track progress.
- Create lifecycle statuses such as Open, In-progress, and Closed.
- Get insights into how tasks are progressing in production.
- Drag-and-drop tasks to change their lifecycle status.
Measure Everything
Dashboard converts real-time data into colour charts and graphs.
- View your team’s workload and track if work was completed on time.
- Compare your planned time with actual time logged by your team.
- Track your project timelines to ensure everything is up and running.
- Monitor all your project progression rates at the same time.
- Download all charts in multiple formats: PNG, JPEG, PDF, and SVG.
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Manage Teams and Departments
Create Teams and Departments
Organize your users into teams and keep all your user details in one place.
- Create teams or departments and choose the right members.
- Enter all the relevant information about your team members.
- Create custom fields to include additional information.
- Prioritize users based on their skills, experience, or availability.
- Include cost-per-hour for all employees.
- Share projects with teams and their users.
Team Communication at Scale
OneDesk’s communication tools unify interactions across multiple channels, helping you communicate easily with everyone.
- Create conversations directly from tickets and tasks, using the interaction as a reference point.
- Use customer replies and internal messages to carry out separate discussions with your customers and team members.
- Tag teams and assignees in conversations and keep them notified.
- Use # to link other tickets into your messages.
- Attach files to share documents with teams and customers.
- Send company-wide emails to keep everyone informed.
- Create emails to notify all customers about company updates.
Custom Filters to Monitor Teams
OneDesk gives you the option to create your own filters to manage your teams.
- Create an assignee board to balance team workload by redistributing tasks.
- Categorize team members according to priority and quickly locate your highly-skilled employees.
- Locate your team members by their employment type: full-time, part-time, and contract.
- Track what individual team members are currently working on and check their progress.
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Track Timesheets
Keep track of your team’s timesheets and better manage your project billing hours.
- Log time by starting the timer or completing timesheets in tickets and tasks.
- Approve work logged by your team members.
- Add custom properties to your timesheets.
- Configure what properties appear on the timesheet.
- Select the properties your team members are required to complete in timesheet forms.
Improve Customer Experience
Self-Service
Customer-apps enable your customers to resolve their problems immediately.
- Use Knowledgebase to include answers to FAQs, how-to articles, and tutorials.
- Enable Portals to help your customers track their support ticket’s progress and create discussions based on updates.
- Create additional customer apps to better serve your customers.
Built-in CRM System
Store all your customer contact information in one application.
- Automatically organize customers by their email domain names.
- View customer summary cards to view essential information.
- Create custom fields to include additional customer information.
- Share projects individually or by customer organizations.
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OneDesk Mobile
Carry your OneDesk with you when out of the office. OneDesk Mobile is available for IOS and Android users.
- Easily access your work from your device.
- Create tickets, tasks, and other items when you’re on the go.
- Log time from anywhere and easily complete your timesheets.
- Respond to messages from internal team members and customers.
Why OneDesk?
OneDesk is a combination of HelpDesk and Project Management in one application. OneDesk makes it easy for you to manage projects without the need to purchase, learn, integrate, and switch between multiple applications.
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