Help Desk & Project Management Software for Professional Services
Consulting & Professional Services
When it comes to managing a portfolio of clients with numerous projects, ever-changing release and launch dates, budgets, lead times, and approvals, it’s imperative to have a robust system in place. OneDesk combines Help Desk & Project Management Software for Professional Services into a single application. It increases efficiency for professional service companies by eliminating the need for multiple applications and software. Implementing a unified system means you can work with, and support your clients from one app.
Utilizing the Helpdesk features of OneDesk enables convenient client and contact management, from team leads, project managers, and VP’s. OneDesk allows you to manage tickets, maintain a knowledgebase & FAQ, create automation, and export intuitive reports.
The Project Management side of OneDesk is a great way to manage projects for all of your clients. You can track hours, use work timers, create timesheets, and more.
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Help Desk for Consulting & Professional Services
Provide Superior Customer Support: OneDesk’s built-in help desk software lets you capture support tickets, assign and respond to them from one centralized place. Simultaneously hold private internal conversations and separate client-facing discussions on the same ticket.
Project Management for Consulting & Professional Services
Online Team Collaboration and Project Tracking: Plan your projects, tasks, cost, and schedule within OneDesk. Discuss tasks and issues with your team and customers, and capture hours worked using timesheets or work timers. In OneDesk you can track tasks and issues together, view your tasks/projects as Gantt charts, and generate reports. OneDesk provides you with views for traditional and agile project management. You can separate things in portfolios to keep track of all related projects in one place.
Discussions & Team Collaboration for Consulting & Professional Services
In OneDesk you can share projects with the entire team or keep them private. Everyone sees only what pertains to them; and this, in turn, will increase efficiency. You can view your resources’ workload and easily re-assign tasks for optimal time management and work distribution between teams and members.
100s of Integrations for Consulting & Professional Services
You can connect OneDesk to hundreds of web applications:
- Connect with accounting & invoicing software to create new client invoices from OneDesk timesheets.
- Connect with instant-messaging platforms and post messages to channels when new comments are made in OneDesk.
- Create a project in accounting software from a project in OneDesk.
Reporting for Consulting & Professional Firms
Extract data and create insightful reports in OneDesk using pre-created templates or by customizing your own. Automatically schedule and email Excel or PDF documents. This will aid in creating your balance sheets, cash flow statements, etc. Reporting on OneDesk allows you to send a copy of the report to both customers and team leaders. This will keep everyone updated on the progress.
Assign Tasks to Consulting Teams
Keep your entire team in the loop (including customers) with built-in discussions and email notifications on tasks and projects. View your resources’ workload and easily reassign tasks for optimal time management and work distribution between teams and members. You can then filter out tasks that are not assigned to you to see what you have to work on.
Mobile App for Consulting & Professional Services
Carry your OneDesk around with you. You may be working remotely and need to keep track of billable hours. Our mobile app connects to your OneDesk account so you can:
- Access, create, and reply to Help Desk tickets.
- Get notified of new assignments.
- Log work with timers & timesheets.
- Create new tasks and submit them to your projects.
Live Chat with Customers for Consulting Firms
Sometimes it’s more convenient to chat live with customers to make a change request or verify project details. OneDesk utilizes SSL Certificates to keep your online chat conversations secure, so when talking about sensitive information, customers will be at ease.
Email Integration for Professional Services
Capture and respond to customer emails directly from your OneDesk account. OneDesk will create a new ticket from the email, capture attachments, and create a new customer record if necessary.
Customer Web Portal for Consulting Firms
OneDesk includes a web-portal designed especially for your customers. Engage with them on your website and allow them to report issues, make suggestions, and receive answers. The web portal is completely customizable – you can change the appearance, features, behaviour, and customer permissions.
Knowledge Base & FAQ for Consulting Firms
Always answering the same questions on lead times and timelines? Let customers find the answers quickly by publishing FAQ’s to the knowledge base. Increases customer satisfaction while reducing the workload on your support team. Consulting firms can allocate this time to tickets that require more attention, and having a knowledge base helps eliminate time spent on repeated questions.
OneDesk can be customized to your preferences. With hundreds of options, you can change colours, layout, create custom messages, intelligent automations, and more.
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Watch a video showing how your consulting & professional services firm can use OneDesk