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If your company offers services in banking, brokerage, mortgage insurance, or wealth management, OneDesk software helps you with client communications and service management. When it comes to managing financial 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. Cloned an existing project and get started quickly. Organize your service projects into portfolios for your clients, products or departments. You can also filter and group to create your own custom views. OneDesk can capture all your clients 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.

OneDesk saves you time by automating your daily workflow. Customize and automate notifications, auto replies, assignment rules, status updates, and much more. 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. Offer additional client facing services and improve customer service using OneDesk’s client portals, request forms, self service pages, or live chat. Track your time by rep, 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. 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 other 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 ad-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.