The OneDesk Blog
Catch up on new features, tips on how to use OneDesk, and much more.
How a Mortgage Company Utilizes OneDesk’s CRM Features
About the Mortgage Company Mortgage like other financial services involves meticulous bookkeeping and outreach. Mortgage CRM tools and Automated Mortgage Marketing and Management tools are disrupting the mortgage market. The
Dropbox Integration with OneDesk
Dropbox is a cloud-based file hosting service that stores a variety of documents in one platform. What makes Dropbox unique is its ability to store large files in different formats
Slack Integration with OneDesk
Slack Slack is a cloud-based instant messaging platform that replaces internal communication overhead, such as emails, through chat rooms (known as channels). Each message is organized by topic, department, projects,
How a wifi service company utilizes OneDesk’s CRM features
There is no shortage of software positioned as being staples for the everyday business professional. From accounting to procurement to reporting, businesses need a variety of software to keep themselves
Quickly Build your Mailchimp Audience by Integrating OneDesk
Mailchimp is an end to end marketing platform that started as an email marketing tool alternative to the expensive email software in the early 2000s. The goal was to provide
OneDesk January 2020 – New Integrations!
Welcome to the first release of OneDesk in the new decade! This update was rolled out on January 28 2020. This release could be called “The Integration Release” because that
How a software company uses custom webforms to help design bespoke software
Custom webforms are needed to capture custom requests For companies that work on custom requests, it is paramount that they nail gathering requirements from their customers. We live in an
How to embed customer apps on your website using an iFrame
For complete information on adding the apps to your site see: Putting the customer apps on your website. OneDesk includes a variety of Customer apps which you can put on
How a mortgage company utilizes the conversations feature on OneDesk
As companies and teams become more and more distributed, communication only becomes more important. For organizations that deal with finance matters, this is only more true. There is no room
All About Gantt Charts in OneDesk
What are Gantt charts? Gantt charts consist of horizontal bars that indicate a project’s schedule on a horizontal timeline. Each bar represents a task with the left end of the