Zoho Desk is the go-to help desk software for financial institutions.
120 million users trust Zoho to run their business
What makes Zoho Desk so essential for your business?
Multichannel ticketing
Always stay within reach of your clients, whether they use phone, email, live chat, social media, or web forms. Zoho Desk brings tickets from every channel into a unified platform.
Intelligent automations
Create automations that bring overdue tickets to your attention, and set automatic assignment rules. Get notified on ticket updates or customer responses and ensure that you fulfill all service level contracts.
Insightful reports
Use intelligent built-in reports or create your own customized reports. Get real-time reports delivered right to your inbox, so you can make informed decisions on how to improve your business.
CRM integration
Schedule appointments with your clients or handle calls with prospects with the Zoho CRM integration. Now you can enhance client relationships, up-sell, or cross-sell right from your help desk.
Measure CSAT
Measure customer happiness, collect feedback, and track trends to improve your customer experience. You can also create automated follow-up processes to ensure that you keep your high-value clients happy.
Accounting software integration
Using the Zoho Books integration, you can view outstanding payments, raise an estimate or invoice within a ticket, and change payment status as required.