Centralize Client Case Study and Proposal Support
Your Marketing team supports the sales process with high-quality proposals, thought leadership, and case studies. You need a system to manage internal content requests and align with client strategy. OneDesk organizes all client-facing marketing needs.
Trusted by Consulting Firm teams around the world
Juggling Ad-Hoc Requests from Partners and Project Teams for Content
Partners need thought leadership articles; Sales needs custom pitch decks for prospects. Requests come from all teams. OneDesk centralizes all internal marketing needs—email, forms, portal—into one trackable queue. Keep your content production organized and aligned with firm strategy.
Slow Approval Cycles for Critical Client-Facing Content
Client-facing content needs multi-step approval from partners and legal before it goes out. OneDesk lets you set up automatic workflow paths for content review. Route critical white papers to the Partner and Legal for fast sign-off. Speed up your time to publication.
Organized Ticketing for Consulting Marketing Requests
Centralize requests for content, thought leadership, and firm positioning. Connect your marketing intake email to auto-create tickets. Use custom views to filter by "Proposal Request - Client Z" or "White Paper Draft." Use SLAs for time-sensitive tasks like pitch submissions.
Automate Content Triage and Review Checks
Automation helps you maintain message consistency and speed. Automatically tag requests that mention a high-profile client as high-priority. Route any "Firm Website Update" ticket to the Webmaster. Use rules to ensure all required information is attached before routing.
Branded Portal for Partner and Sales Team Requests
Give your sales and partner teams a simple portal to submit their marketing needs. The portal allows them to track the status of their custom proposal or case study request. Use the Knowledge Base to host brand guides, approved messaging, and template libraries. This improves self-service.
AI Summarizes Stakeholder Feedback on Proposal Drafts
Feedback on major client proposals comes from multiple internal partners and subject matter experts. AI can summarize long email threads of stakeholder revisions. It pulls out the concrete, actionable changes for your content team. This accelerates the final proposal delivery.
Integrate with your tools
Enterprise Grade Security
FAQ
OneDesk has affordable pricing based on your product, plan, and number of user licenses.
See our pricing page for full details.
OneDesk is available both in the cloud and on-premise. Pricing for OneDesk On-Premise is the same as for our Cloud Enterprise plan, but is only available for annual or longer-term subscriptions. To evaluate OneDesk, please sign up for a 14-day free trial of our cloud software. If after evaluation of the software, you would like to purchase on-premise licenses, please Submit a Request we will send you an invoice for the number of users you require.
Of course! You can visit our feature index page for a full list of features. To compare product or plan features see our feature comparison page.
You can ask our AI agent questions via the live chat or knowledgebase in our widget. A human agent is also available to chat during business hours.
We also offer other support options including booking a live demo or submitting an email or ticket.
OneDesk provides a high level of security. You can learn about the measures we take at our security center.
See for yourself how OneDesk can help your team.
14 day free trial. No credit card required.
