OneDesk for Professional Services

 

It’s imperative to have a robust system in place when managing a portfolio of clients with numerous projects, ever-changing release and launch dates, budgets, lead times, and approvals. OneDesk combines help desk & project management software for professional services into one application.

Why OneDesk for professional services?

All your needs in one place

OneDesk is a unique combination of help desk and project management software. This combo allows professional service teams to manage both client requests and queries alongside their tasks and projects. Interact with clients, collaborate with your team, schedule tasks, plan projects, and more.

Used by professional service firms

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Help desk software for professional services

A help desk software can be used by professional services in order to capture, centralize, and resolve client requests and queries.

Centralize your client requests & inquiries

Provide superior client support with OneDesk’s built-in help desk software for professional services. You can capture queries as tickets from email, live chat, forms, or with integrated third-party apps. All tickets can be worked on from one centralized place. 

help desk ticket collaboration
shared inbox view

Better manage your shared inbox

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. With configurable work views, and the ability to assign, prioritize, and mark statuses on tickets, you eliminate silos and get clarity on responsibilities and progress.

Project management software for professional services

OneDesk is a robust solution for the needs of professional services project management. Plan and schedule multiple client projects, track time, and collaborate with your team. 

pm gantt chart for professional services

Professional services scheduling software

Plan your projects, tasks, and schedule within OneDesk. Utilize multiple work views to get a handle on your work, including Gantt charts, Kanban boards, lists, and calendar views. You can further filter and group your views to visualize and manage your tasks and projects in the way you need.

Team collaboration and discussion

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. You can discuss or share files while in-context with OneDesk’s real-time messenger application

real time messaging
time tracking for professional services

Time and expense tracking

Log and track time with timesheets and timers. Use timesheets to track time spent on a task or monitor productivity. Timesheets can be billable or non-billable, allowing your team to know how much time to bill clients. And with data exporting or scheduled reports on timesheets, the process is simple. OneDesk’s financials app lets you set your cost and billing rates and dynamically monitor your budget.

Automation software for professional services

Streamline processes with professional services automation software. Automations are versatile in OneDesk and can be set up to fit your unique workflow. Here are some things you can do. Automatically:

  • Send an email template when a billable timesheet is logged.
  • Assign high priority tasks to a manager.
  • Change a task’s status to ‘ready’ when another finishes.
  • Notify your team when a project schedule changes.
  • And much more.
timesheet automation example
onedesk integrations

Integrations for consulting & professional services

You can connect OneDesk to tons of other tools you use:

  • Connect with QuickBooks Online to copy over or send OneDesk invoices with QBO
  • 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.

Get insights into your work

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 in OneDesk allows you to send a copy of the report to both customers and team leaders. This will keep everyone updated on the progress. You can also view important KPIs using a large variety of real-time charts and graphs. 

work time reporting
mobile project management software

Mobile management for professional service teams

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 tickets.
  • Get notified of 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, prioritize, or assign tasks. 

Highly customizable solution

OneDesk can be customized to your preferences. With hundreds of options, you can change colors, layout, properties, create custom messages, intelligent automations, and more.

configurations for professional services

Professional services client management software

Manage relationships and promote brand engagement with OneDesk’s professional services client management software.

Manage client relationships

Securely keep client contact details. You can also configure client type or add custom properties. Easily keep track of client requests or communications from their profile. Clients can be grouped into organizations, allowing you to send target emails or create specialized automation workflows. 

professional services crm software
professional services live chat

Communicate live with your clients

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.

Live chat is also a great avenue for prospective customers. The ability to quickly ask questions can be the difference between a prospective client choosing your services or not. Add the live chat widget on your site to allow clients or prospects to access live chat or other customer apps

Client web portal application

OneDesk includes a web-portal designed especially for your customers. Clients can login to view progress, communicate, or stay updated on their own terms. The web portal is completely customizable – you can change the appearance, features, behavior, and customer permissions.

professional services portal software
knowledge base software

Knowledgebase software for professional services

Always answering the same questions on lead times and timelines? Let customers find the answers quickly by publishing articles to the knowledge base. Increases customer satisfaction while reducing the workload on your support team. Professional service team can allocate this time to tickets that require more attention, and having a knowledge base helps eliminate time spent on repeated questions.

Try free for 14 days. No credit card required.

How a consulting & professional services firm can use OneDesk

See how other professional services firms use OneDesk

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