- Agencies
OneDesk for Agencies
Stop losing billable hours in messy email threads. OneDesk combines project management, client requests, and automated billing into a single, simple platform designed for fast-moving agencies.
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Centralize all your intake & support
Running an agency means constantly balancing new client requests with long-term project deadlines. When your tools are scattered, things slip through the cracks. OneDesk brings all your client requests and your team tasks into one place.
Why do Agencies choose OneDesk?
No more "email-to-task" manual work
Don’t let new campaign requests or legal briefs get buried in your inbox. OneDesk turns every client email or web form submission into a tracked ticket or task automatically. You can capture exactly the data you need—like brand assets or case files—so your team can start working immediately without the back-and-forth.
Clear estimates, faster kickoffs
Avoid scope creep by getting clear agreement on costs before the work begins. OneDesk lets you create professional quotes based on your service rates or project templates. Send them directly to your clients, and once they approve, OneDesk can automatically generate the project and tasks to get the ball rolling.
Scale your agency with AI
AI allows IT teams of all sizes to reduce their workload. Best of all, the AI learns solely on your content – so responses are accurate and focused.
Live Translation
Expand your services to the global market without scaling your staff. Translate chat messages between your staff and your client instantly with live AI translation.
Summarize tickets
Need to loop in a teammate? Forget what this ticket was about? Instead of sifting through long threads, let OneDesk AI condense complex tickets into short actionable summaries.
Generate KB articles
Build out your knowledge base easily and keep track of your solutions. Easily convert tickets into structured knowledge base articles. OneDesk AI removes personal information and extracts key information to create detailed articles.
AI suggested replies
Why spend time looking for a saved reply or typing out a new one? Let AI easily draft intelligent replies based on the conversation context.
Keep your team aligned on every campaign
Agencies need flexibility. Your designers might love Kanban boards, while your account managers need Gantt charts to track campaign launches. OneDesk provides multiple views of the same data, allowing everyone to work the way they want while ensuring deadlines are met across all your client accounts.
Get the green light without the chase
Waiting for a client to approve a design, a copy deck, or a legal contract can stall your entire team. OneDesk automates the approval loop. Set up a workflow where the client is notified as soon as a deliverable is ready. They can approve or request changes with one click, and OneDesk will automatically update the task status for your team.
Professional client portal
Give your clients a “window” into your agency without giving them access to your internal chatter. The OneDesk Client Portal lets your clients submit requests, track progress, and chat with your team in a secure, branded environment. No more “Status Update?” emails—everything they need is right there.
Stop guessing, start tracking
For agencies, time is revenue. OneDesk makes it easy for your team to track time as they work, whether they are in the office or on the go. With built-in timers and easy-to-use timesheets, you’ll never forget to bill for a “quick” client phone call or a final round of revisions again.
Get paid faster with less admin
Manual invoicing is a drain on agency resources. OneDesk takes your logged time and approved quotes and turns them into professional invoices in seconds. Because it integrates with major accounting tools, your books are always up to date, and you spend less time on paperwork and more time on billable work.
Frequently asked questions about OneDesk for agencies
OneDesk allows you to organize work by "Portfolios." You can have a separate portfolio for each client, making it easy to see the status of all projects for a specific account while keeping data completely separate and secure.
Yes. You can create different forms for different services—for example, one for a "Logo Design" request with specific asset questions, and another for a "Legal Consultation" with different required fields.
No. OneDesk allows for unlimited "Client Users." You only pay for your internal agency staff, making it highly cost-effective as your client list grows.