OneDesk for Marketing Agencies
Get a handle on your requests and inquiries while managing your projects. OneDesk is help desk and project management software for marketing agencies to deliver great campaigns.
Streamline your workflow
OneDesk is a unique combination of help desk and project management. With OneDesk, you can centralize your marketing requests, tasks, and projects into one application. With our all-in-one tool, your marketing agency can keep organized, plan campaigns, automate processes, and promote collaboration.
A hub for marketing requests
Take in marketing requests or inquiries from multiple channels – email, live chat, forms, or integrated apps. Keep your clients in the loop or communicate with your team directly in OneDesk.
Project management software for marketing firms
In OneDesk you can track and manage your projects, tasks, requests, or inquiries together. Use tools that meet your style with Gantt charts, Kanban boards, calendars, and other full-lifecycle project management features designed to deliver exceptional marketing campaigns.
Email integration for marketing
Capture and respond to client emails directly from your OneDesk account. OneDesk will create a new ticket from the email, capture attachments, and create a new client record if necessary.
Ditch the shared inbox and respond to clients from directly in OneDesk. Using smart filters, automations, and configurable work views, organizing and tracking requests is streamlined.
Marketing request forms
Let your clients submit marketing requests using webforms. Webforms submit requests into your OneDesk account and ensure that all the information you need to fulfill a request is captured. Webforms are configurable to your marketing agency by making fields required or by including your own custom fields.
Automate your marketing workflow
Cut down on repetitive work and simplify your campaigns. OneDesk’s software allows for versatile and flexible automations to streamline your marketing workflows.
Automatically:
- Respond to client requests.
- Assign incoming requests to the right team.
- Route requests into the client’s project.
- Update the status of a task.
- Create a new project from a template.
- and much more!
Keep everyone on-track of marketing tasks
The task detail panel contains all the information for your agency to work on marketing tasks. From there, they can view details, the schedule, attach files, and log time. Keep everyone in-the-loop (including clients) with built-in discussions and email notifications on tasks and projects. You may have a digital marketing team, a PR team, or a content development team, and OneDesk allows you to easily assign tasks to different teams with a couple of clicks. Easily reassign tasks as needed to boost time management and balance the work distribution evenly among your team.
Plan your marketing campaigns
Plan and manage the full-lifecycle of projects, from client request to delivery. OneDesk’s project management software for marketing agencies provides robust tools to manage even complex projects. For example, schedule tasks to-the-minute, breakdown tasks into subtasks, create start-to-finish links, or plan your quarterly timeline on the Gannt chart.
Breakdown silos with collaborative software for marketing
In OneDesk you can share projects with the entire team, with specific members, or keep them private. Everyone sees only what is shared with them, increasing efficiency. Since OneDesk’s software for marketing agencies is a collaborative tool, teams can see who is assigned to a task or how their teammates are progressing. Managers can also view workload and easily re-assign tasks for optimal time management and work distribution between teammates.
Reporting and analytics
Accurate reporting is important for marketing agencies in order to frame how you should approach future marketing activities and generate results. Extract data and create insightful reports in OneDesk using pre-created templates or by customizing your own. Automatically schedule and email Excel or PDF reports. Analyze KPIs using a variety of real-time charts and graphs for team workload, task backlog, project progress, and more.
Work on tasks and requests on-the-go
Carry your OneDesk around with you. Our mobile app connects to your OneDesk account so you can:
- Access, create, and reply to client requests and inquiries.
- Get notified of new assignments.
- Log work with timers & timesheets.
- Create new tasks and submit them to your projects.
- Assign tasks to teammates.
- Prioritize or re-schedule a task.
- Update the progress or status of a task.
- Communicate or share files with your team.
Provide channels for your marketing clients
Allow your clients to engage with your brand and stay in-the-loop with client applications. OneDesk’s software for marketing agencies can help you drive client satisfaction.
Knowledge base for marketing agencies
Always answering the same questions on how to write a first Facebook post, tips to grow followers, or other common questions? Let clients find the answers quickly by publishing FAQ’s to the knowledge base. Increase client satisfaction while reducing the workload on your support team.
Client web portal software for marketing firms
OneDesk includes a web-portal designed especially for your clients. The web portal allows stakeholders to be part of the marketing process every step of the way. Clients can login to view task progress, submit requests, share files, and more. The web portal is completely customizable – you can change the appearance, features, behavior, and client permissions.
Frequently asked questions about OneDesk for marketing
Can we use OneDesk for an external marketing company?
Yes, OneDesk is would be a great fit for external marketing companies. We offer a web widget that can be added to your website. This feature allows customers and prospects to reach out and submit request. You can also receive tickets via email and forms. With built-in time tracking, invoicing, and project management, you can handle many aspects of your marketing company.
Can an internal marketing team use OneDesk?
Yes, OneDesk can be used by internal marketing teams. It provides request intake from email, chat, forms, as well as tools popular with internal teams, such as Teams and Slack. You can use OneDesk's project management features to track and schedule your marketing tasks.
What OneDesk features are useful for marketing teams?
OneDesk has many features that are helpful for marketing teams. Your team can centralize request intake from multiple channels, reduce volume with self-service tools, and plan marketing projects.
Features include:
- Project templates
- Automations
- Custom request forms
- Real-time messaging
- Email integration
- Project and task planning
- Time tracking
- and more
Get started free
Evaluate OneDesk for yourself with our completely free 14-day trial.
