If your company offers consulting for legal, HR, accounting, or other professional services, OneDesk software helps you with service management, client communications and time tracking.
When it comes to managing professional services for clients. OneDesk has you covered. Full featured project planning and tracking tools include task lists, calendars and dashboards. To offer repeat services to different clients, clone an existing project and get started quickly. Organize your service projects into portfolios based on your client’s offerings or domain expertise. You can also filter and group to create your own custom views. OneDesk can capture all your client’s inquiries from a wide variety of channels, including from email client portal or custom inquiry forms. You can connect OneDesk with your email in minutes. Use OneDesk to communicate directly with clients or discuss privately with your team. OneDesk has a powerful, real time messaging system built right in. Whether chatting with a client, updating a task or replying to an inquiry, OneDesk sends the message in real time and emails those who are offline. Emailed replies are added to the conversation seamlessly. Track the time your team spends, billable or not, by team member, by project, or by client using the time sheets and timers included in OneDesk. When out of the office use OneDesk’s mobile app to update tasks, answer inquiries and track your time.
OneDesk saves you time by automating your daily workflow. Customize and automate notifications, auto replies, assignment rules, status updates, and much more. Offer additional client facing services and improve customer service using OneDesk’s client portals, request forms, or live chat. Easily get your data out by generating a spreadsheet of any list view. Design and schedule reports to be emailed to clients or executives. Connect with Excel and accounting software to make invoicing simple. We think you’ll love the ease of use yet customizable power of OneDesk. Try it out stress-free by just signing up at onedesk.com. When you decide to go pro, you’ll find we have fair pricing with no hidden fees or add-ons. All plans include all features. If you have any questions, don’t hesitate to book a demo with us or chat with our team.