OneDesk Software Review: Overview – Features – Pricing

Overview

OneDesk is a combined helpdesk and project management system that provides an integrated solution to meet customer needs. It has tools and features for getting customer requests, requirements, and feedback. Your team can plan your projects, list your tasks, manage your workflow, track time, and report on progress. It is a collaborative solution that includes live chat, mobile access, customer portals, and more.

Features, Benefits, Product Strengths

  • Project ManagementOneDesk lets you create tasks, assign them, and track their progress using a list view or a board view. Drag and drop any item or project to change its order or status. A built-in Gantt chart with dependency and critical path features allow you to create links, constrain dates, and generate schedules automatically. Track project progress as well as actual work hours with timesheets and task timers. The integrated solution lets you view tasks and issues together. Customize views and dashboards. Dashboards and charts can show information at different levels—from individual projects to multiple portfolios. Other features include shareable projects, report templates, custom and scheduled reports, and real-time threaded discussion and notifications.
  • Helpdesk – OneDesk enables users to manage tickets, assign them, and respond to customers with an integrated live chat from a single application. It can create tickets automatically from email, capture attachments, and create new customer records. A customer support web portal provides a place to submit tickets, track progress, and communicate with support agents. Other features include ability to automate workflow and repetitive tasks, powerful filtering and grouping, and real-time dashboards and reports that can be exported in PDF or Excel formats.
  • Customer-facing Apps, Mobile Access, Integrations, and more – The integrated helpdesk and PM tool is easy to integrate with a short Javascript code. The floating button can be accessed by the customer to initiate a live chat that also sends email to support agents to make sure no messages are missed. From the customer portal, your clients can submit tickets, search, filter, and edit details. You can create custom forms, set up a knowledge base, and customize with multiple configuration options. The software has native apps for iOS and Android platform to easily create and view tickets and tasks, log time, chat, and get notified. The software integrates with hundreds of web apps such as FreshBooks, Dropbox, Box, Mailchimp, Slack, Azure Active Directory, QuickBooks, Zapier, and WordPress.
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Pricing

OneDesk has a simple pricing scheme that is based on a multi-user plan, not a per user plan. Users have a choice to pay monthly or annually in advance. Annual payments include two months free. They can also upgrade plans from inside OneDesk at any time if more users are needed. All plans include all features, unlimited projects, and unlimited customers. Customers differ from users in that customers are the clients being served by the users who pay for the software subscription. Customers do not need access to OneDesk. A 14-day free trial is available.

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Target Market

OneDesk is applicable to businesses of all sizes. It is valuable to companies in IT service, financial services, software development, consulting, professional services, marketing and PR, design and creative services, manufacturing, MSP, VARS, system integrators, engineering, and non-profit organizations.

Supported Language

English

Some of their Clients

Client name information is not available. However, clients include an IT outsourcing company, a manufacturing company, a materials distributor, a security firm, an IT support company, a mortgage company, and a software developer for financial institutions.

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Testimonials

Rakesh S. described OneDesk as a good integrated solution for getting customer feedback to help with product development and management. He also stated that customer support was excellent.

Why OneDesk

OneDesk is a comprehensive and scalable solution to businesses in many industries. It includes features for project management, task tracking, and customer service in one solution. A unified solution helps increase efficiency to save costs, and it boosts user productivity that empowers the workforce, translating to more satisfied customers for repeat business.

Company Info

OneDesk Software Inc., is a privately held software company based in Montreal, QC, Canada. It was founded in 2009 by Faycal Kahloun, an entrepreneur and startup investor.

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Jose Maria Delos Santos

Jose Maria Delos Santos

Jose is a subject matter expert and member of the writing team for Project-Management.com and Bridge24. He has written hundreds of articles including project management software reviews, books reviews, training site reviews, and general articles related to the project management industry.

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