OneDesk now offers the ability to issue Quotes for the work you do for clients. These quotes, once accepted, can be turned into invoices. If you are using QuickBooks Online, you can even get paid. There are a lot of details to unpack in these features, but here are some of the highlights: There’s so much more to say about the Financials features in OneDesk. We will be writing articles and blog posts with a lot more info in the coming weeks.

When it comes to creating automated process workflows, there is no shortage of tools on the market. StartingPoint is a great example of a workflow automation platform that makes it easy for even the most non-technical users to create automated process workflows in just a few simple clicks. ‍ The real magic happens when you define a sequence of tasks for the tool to follow, achieving a specific goal with machine-like efficiency and precision. ‍ ‍

Customer onboarding is a critical first step in cultivating long-term customer success. ‍ This process sets the foundation of your entire customer relationship, presenting an opportunity to impress, engage, and retain your clients. ‍ If executed correctly, a thoughtful onboarding process can significantly enhance customer satisfaction, encouraging them to remain with your business and become advocates of your products and services. ‍ ‍