Grow the Practice
Relationship selling. OneDesk helps partners manage pursuits and accounts. Win the trusted advisor role.
Trusted by Consulting Firm teams around the world
Pursuit Management
Win the big one. OneDesk tracks tasks for major pursuits. You can coordinate the team. This wins large engagements.
Account Planning
Farm the account. OneDesk tracks account planning tasks. You can identify new opportunities. This grows share of wallet.
CRM Integration
Track the funnel. OneDesk integrates with CRM tasks. You can ensure follow-up. This drives revenue.
Automate Relationship Reminders
Call the CEO. OneDesk reminds you to touch base with key clients. It maintains the relationship. This secures the renewal.
Calendar for Client Events
Be there. The Calendar view shows client milestones. You can show up. It builds loyalty.
Pipeline Forecasting
Predict the quarter. OneDesk reports on weighted pipeline. You can plan staffing. This ensures stability.
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.
