Overview
What is CDESK?
CDESK is a business management software designed to streamline and automate various business processes, including customer support, project management, billing, and invoicing. According to the vendor, CDESK aims to improve efficiency and productivity in companies of all sizes. It is suitable for IT...
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Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is CDESK?
CDESK is a business management software designed to streamline and automate various business processes, including customer support, project management, billing, and invoicing. According to the vendor, CDESK aims to improve efficiency and productivity in companies of all sizes. It is suitable for IT service providers, help desk and support teams, field service companies, consulting firms, and facilities management companies.
Key Features
Completion of approval details: The latest update of CDESK allows the approval step to be rejected and returned for completion if necessary, potentially speeding up the approval process.
Summary of time off under the aircraft icon: CDESK displays a leave requests icon indicating the number of users on leave or covering for others, providing a list of active leave and substitution details upon clicking.
Bulk email sending of invoices and listings of jobs: According to the vendor, CDESK allows for bulk email sending of invoices and listings of jobs, with the ability to sort marked invoices by customer and choose to send invoices, listings of jobs, or both.
Multi-assignee fulfillments: The latest update introduces the ability to create fulfillments for multiple assignees, potentially eliminating the need for individual fulfillments for each assignee.
Improved functionality and visual appearance of the Offers module: The Offers module in CDESK has been enhanced with new elements and improved design, including a floating button for convenient status changes and the option to manually forward offers to selected accounts.
New basic property "Form Information": CDESK introduces a new additional property called "Form Information" that allows for displaying additional information in the form without further description, according to the vendor.
CDESK Features
- Supported: Activity Dashboard
- Supported: Alerts/Escalation
- Supported: Customer Database
- Supported: Customizable Branding
- Supported: Email Management
- Supported: Interaction Tracking
- Supported: Knowledge Base Management
- Supported: Macros/Templated Responses
- Supported: Multi-Channel Communication
- Supported: Prioritization
- Supported: Remote Access/Control
- Supported: Reporting/Analytics
- Supported: Self Service Portal
- Supported: Service Level Agreement (SLA) Management
- Supported: Third Party Integrations
- Supported: Ticket Management
- Supported: Workflow Configuration
CDESK Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Mac, Windows, Linux, Chromebook, Android, iPhone, iPad |
