Transcript for the video 'Best Help Desk Software for Agencies to Manage Client Support':
Client emails can pile up fast and get lost even quicker. Enter TeamworkDesk, a help desk that turns client requests into profits. Every client email is converted into a ticket, so no request slips through the cracks. It's quick and easy to sync with your existing inbox for a streamlined setup, and you can even set up inboxes for each client to keep things super organized. Or what about team inboxes to let your team collaborate and deliver faster results? You can customize your workflow with automations that prioritize and sort requests, ensuring your team focuses on what matters most. Fully integrated with teamwork dot com, you can track time on each ticket and automatically update budgets and retainers, create tasks directly from retainers. Create tasks directly from a ticket, and they automatically sync to teamwork dot com, streamlining your entire team's workflow. Plus, we're HIPAA compliant, so your data stays secure. Master the entire client support journey from ticket to task with Teamwork Desk.
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Turn tickets into actionable tasks in seconds.
Streamline your workflow, stay in control, and manage tasks without the stress.
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Instant task creation
No more juggling tools or manual updates. Automate the process from client request to billable task, keeping your workflow smooth.
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Achieve full visibility
See your client communication alongside your projects. Make Desk and Teamwork.com your single source of truth with full visibility between both platforms.
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Seamless task integration
Sync tasks across Desk and Teamwork.com. Your team stays on top, your clients stay happy, and every task gets tracked and billed.
Every client request prioritized, every email answered, every agent ready — automatically.
Automate, streamline, and empower your team to work smarter, not harder—delivering faster, more efficient support every time.
Automated prioritization
With automations, requests get sorted, prioritized, and escalated automatically, so your team can focus on what matters.
No email goes unanswered
Organize and oversee client communication from one shared inbox, with custom views tailored to what’s important to you.
Smarter onboarding
With tools like Help Docs and Training Wheels for faster training and onboarding, you’ll ensure every agent is on the same page.
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Your clients, your rules.
Customize, prioritize, and perfect your support game—because one size never fits all.
“Teamwork Desk has helped us support our clients more effectively, and it’s made it easier to scale our business as we’ve grown."
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Customized client portal
Get a personalized portal where clients can submit + track requests. Set mandatory fields to spend less time chasing information.
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Tailored support tools
Use triggers to set different levels of support for each client. Create workflows based on priority for faster responses.
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Improved happiness scores
Boost your performance with reports that track time spent on tickets, agent- and company-level metrics, and customer happiness.
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Teamwork Desk allows us to serve our clients to the best of our ability. Clients are happier because we know that when we mark an issue as resolved, their requests have been satisfactorily answered. We wouldn't be able to do this if we didn't have Teamwork Desk.
Mark Hegarty
Founder and Managing Director, Irish Formations