Teams | Collaboration | Customer Service | Project Management

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StartingPoint - Streamline and Solves the Customer Experience

StartingPoint is a customer operations and experience platform to solve the disconnected customer experience. StartingPoint allows companies and teams to see a complete view and manage customer on-boarding, project management, service and helpdesk management, and team management in one location.

OneDesk - Setting up Multiple Domains for Customer Organizations

Learn how you can add multiple domains for customer organizations in OneDesk so that customer record is automatically added to the specific organization. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - How to Make Adjustments to your Company Preferences

Learn how you can add your company name, logo, working hours and more through OneDesk Company Preferences. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - How to Make Changes to Bulk Items

Learn how to make modifications to multiple items in OneDesk OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Routing Actions

Learn how to set up your Workflow Automations to automate specific actions in OneDesk and eliminate repetitive, manual work for your support agents. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Domains

Learn how you can add multiple domains for your customer organizations in OneDesk OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - Summary Cards

Learn how you can view your users' and customers' summary cards to access their full profiles or start a conversation. OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

OneDesk - User and Teams

Learn how you can organize your users into specific teams in OneDesk OneDesk combines Help Desk & Project Management software into a single application. OneDesk also includes customer-facing applications: real-time chat, customizable webforms, and a customer portal. These integrated applications allow you to serve your customers while conveniently working on your projects in one platform.

What is StartingPoint and How We Help Service-Based Companies and Teams

Companies lose more than $75 billion per year due to poor customer service and low customer satisfaction. StartingPoint is the solution for service-based businesses between 2 to 30 employees to solve the challenges in client engagement and customer service. Developed with AWS and IBM Cloud, StartingPoint is the solution for service-based companies and teams. Industries we can specifically assist are accountants, bookkeepers, CPAs, real estate brokers, mortgage lending brokers, independent insurance agents, consulting firms, and business managers.