OneDesk for Nonprofits
A unified system means your organization, volunteers, donors, and sponsors can work concurrently. Streamline your workflow with OneDesk, an all-in-one help desk and project management software for nonprofits.
Why OneDesk for nonprofits?
Handle multiple organizational needs
OneDesk is project management and ticketing software for nonprofits. You can organize and track requests or inquiries, while planning and monitoring tasks and projects. With OneDesk, there’s no need to learn, pay for, and juggle multiple applications in order to handle your requests and projects.
Transparent and affordable pricing
OneDesk offers affordable pricing. Additionally, to recognize the work you do, OneDesk is happy to provide a 30% discount to all nonprofit organizations. Simply contact us and we will apply the discount to your account.
Ticketing software for nonprofits
OneDesk is a robust software for nonprofits to manage their inquiries and requests. Keep reading to learn more about some of the request and support management features available in OneDesk.
Multi-channel help desk for nonprofits
Take in requests from email, live chat, webforms, or integrated third party apps. Requests are transformed into tickets. Better than a shared inbox, you can easily assign someone to work on a ticket, monitor its status or progress at a glance, and filter or group tickets however you need.
Email integration and management
Capture emails directly into your OneDesk account. OneDesk will create a new ticket from the email, capture attachments, and create a new donor/client record if necessary. You can respond to clients directly in OneDesk. Responses go right to their inbox. You can even set up email templates to respond automatically based on the conditions you choose.
Automate your nonprofit organization's workflow
Streamline your workflow and cut down on repetitive procedures with our automation tools for nonprofits. Automations are versatile and configurable.
Automatically:
- Send an email to update donors.
- Create a new project from a template when a volunteer is onboarded.
- Send a manager a notification when a timesheet is logged.
- And much more!
Collect the right information
Collect relevant and correct information with webforms. Webforms allow your clients or donors to submit items into your OneDesk account. They can submit new requests, questions, or work tasks. The benefit over email is that you can require fields to be completed. This feature ensures that when something is submitted, all the information is included.
Project management software for nonprofits
OneDesk’s project management software for nonprofits allows your organization to log work, plan projects, and collaborate. Learn more about some of the project and task management features available in OneDesk.
Assign and collaborate on tasks
Track volunteer and employee hours
For nonprofits, logging and reporting on hours is important, especially when it comes to volunteers. Track and manage hours for your volunteers or employees using timers and timesheets. Timesheets can be billable or non-billable. They can also have approval statuses, and include notes or custom fields. Timesheet data is also easy to filter, group, export, or report on.
Create and share a schedule
Plan your team or organization tasks on the OneDesk calendar. You can schedule tasks to-the-minute on the daily or weekly views. Or, schedule long-term with the monthly view. A shared calendar keeps everyone on-track of goals and creates transparency of work.
Plan your tasks and projects
Plan even complex and long term projects. OneDesk’s software for nonprofits offers many deep project management features including, task dependencies, subtasks, Gantt charts, Kanban boards, and task scoring.
Reporting software for nonprofits
Extract data and create insightful reports in OneDesk using pre-created templates or by customizing your own. Automatically schedule and email Excel or PDF reports. This will aid in creating your balance sheets, revenue reports, volunteer time records, and more. You can also access real-time KPIs from our built-in charts and graphs.
Integrations for nonprofits
OneDesk offers many integrations to help streamline your nonprofit operations even more. For example:
- Connect with accounting & invoicing software to create new invoices from OneDesk timesheets.
- Connect with cloud storage tools to easily share and attach files from your repository.
Budget tracking and invoicing
Monitor and track your budget from the OneDesk financials app. Set your rates from a variety of flexible options. Plan your tasks and projects, then log billable time to automatically generate your planned and actual cost and billing estimates.
Create invoices for billable time and send directly from OneDesk. Or, integrate with your QuickBooks Online account to copy over or send your invoices.
Mobile task and ticket management
Carry your OneDesk around with you. Our mobile app connects to your OneDesk account so you can:
- Access, create, and reply to help desk tickets.
- Get push notifications on new assignments.
- Log work with timers & timesheets.
- Create new tasks and submit them to your projects.
- Update the progress or status of a task.
- Re-schedule or prioritize a task.
- Assign tickets or tasks.
Highly customizable software for nonprofits
Every nonprofit is different. OneDesk has the flexibility to meet the needs and workflows of many organizations.
You can customize work views. Create custom fields for customer profiles, tasks, timesheets and more. Create multiple ticket or task types with different lifecycle statuses to implement unique workflows. You also can adjust your item detail panels or forms, and configure your customer apps with your branding.
Stakeholder and donor management software for nonprofits
Donors are key to any nonprofit organization. Improve relationships with donors and stakeholders with CRM features and customer applications.
Keep track of client and donor information
Keep detailed information on donor contact details. You can configure the donor type, or add properties specific to your organization with custom fields. Easily track a history of donor requests and conversations. Donors can be grouped by organization, allowing you to send targeted emails on events or updates.
Client web portal
OneDesk includes a web-portal designed especially for your partners. They can login to the portal to report issues, make suggestions, monitor progress, or receive answers. The web portal is highly customizable – you can change the appearance, features, behavior, and customer permissions.
Knowledge base app for nonprofits
Always answering the same questions on partnerships, tax exemptions, or legal queries? Let sponsors find the answers quickly by publishing FAQ’s to the knowledge base. Increase customer satisfaction while reducing the workload on your team.
Hospital case study
A major teaching hospital and biomedical research facility in the United States (who has asked to remain anonymous) is using OneDesk for their project management needs. This hospital educates medical students, scientists, health care professionals, and the public. They treat nearly three million patients annually. Click to read their case study.