- Client Service Teams
One workflow
from
request to revenue
OneDesk provides a single workspace to manage the full client lifecycle. Send quotes, manage requests, track time, deliver projects, and centralize client communication.
Free 14-day trial · No credit card required
Multiple capabilities.
One subscription.
Streamline your entire professional services lifecycle in one unified platform. Replace disconnected tools with an integrated system designed to boost efficiency, client communication, and profitability.
Structured Request Intake
Consolidate client inquiries from email, live chat, and customizable web forms into a single, organized queue. Use automated routing to instantly assign tickets to the right team members.
Client Project Collaboration
Centralize communication and manage projects in one place. Use a branded client portal and seamless email integration to keep stakeholders informed, while planning work with Gantt, Kanban, and advanced task tracking.
Flexible Time Tracking
Accurately log every minute with integrated timers and timesheets on tasks and tickets. Track billable hours in real-time to ensure precise project reporting and streamlined invoicing.
Quoting, Invoicing, Profitability
Bridge the gap between delivery and revenue. Track billable hours automatically, monitor project budgets in real-time, and generate professional quotes and invoices directly from your time and projects.
- The problem
Every other tool creates a gap.
You pay to fall into it.
Your work goes from request to billing. Most tools only cover one leg of that journey. The gaps between them cost you time, context, and revenue.
Tickets get handed off and dropped.
A request comes into your ticketing system. Details are copied to your PM tool. A manager is messaged somewhere else. Context is lost and things fall through the cracks.
Time isn't tracked where the work lives.
Time is tracked in a spreadsheet, work planned in a PM tool. There’s no connection between what’s finished and how long it actually took.
Billing is always a manual process.
Every invoice means exporting from 3 different tools or spreadsheets. Hours get forgotten and revenue is lost.
- The solution
Watch one request travel the full loop
See how OneDesk handles every stage without losing context.
- Step 1 - Project Intake
Client Submits a Request
The client submits a request from the client portal or email. OneDesk captures it automatically with full client context.
- Step 2 - Project Execution
Turn Requests Into Planned Work
Instantly convert a ticket into a full project from your personalized templates. Use smart scheduling to optimize your project plan.
- Step 3 - Time
Capture Time & Expenses
Easily log time and expenses against the task or ticket which is automatically linked to the project and client. Every billable minute and amount becomes trackable.
- Step 4 - Revenue
Create Invoices Instantly
Convert logged time and expenses into invoices in just a few clicks, no calculating or copying required. Customize invoices with your desired rates, retainers, context, logos, and more.
One Continuous Workflow
Intake
Every request captured
Execution
Work begins immediately
Time
Every minute recorded
Revenue
Work converts to income
OneDesk
Structure + Power
No Enterprise Fiction
SMB Tools
Simple but Limited
Enterprise Tools
Complex + Expensive
Stop losing revenue
to the gaps between your tools.
See OneDesk in action.