Access permissions in the CRM are necessary for the responsibility areas division when working with clients. An employee won't waste time processing other people's leads, won't be able to change information about the company or export the client base.

OneDesk allows you to create and use workflow automations to help you reduce the time you spend doing repetitive tasks and to immediately take action, even when you are offline. 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 lets you create, edit, and share saved replies, saving your team valuable time they would otherwise spend responding to repetitive questions and requests. 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.