Teams | Collaboration | Customer Service | Project Management

January 2021

How an ERP IT & Dev Agency uses OneDesk for its workflows

Agencies are all about their clients and customers. Providing good service and support is the foundation of the experience of working with an agency. This puts pressure on the agencies to be on top of their work, no matter how many customers they have and how much work is being requested of them. At times, agency work can be chaotic, and so having some solid software and tooling can make a world of difference in terms of management.

How an ISP uses OneDesk to manage its workflows

Any company that provides a service has a number of routine workflows and procedures that they utilize to support their customers. An internet service provider (ISP) is no exception—everything from setup to maintenance to billing can be encapsulated as a workflow that is refined over time in order to provide the best experience for the customer. While these workflows are being improved and iterated on, it can be challenging to apply the workflows to multiple customers without a proper setup.

OneDesk - How to Create Multiple Customer Portals/Knowledgebases

OneDesk allows you to create as many unique portals or knowledgebases as you need, and you can customize each one to be unique from the others. Here’s how to create a new portal and knowledgebase in OneDesk. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.