Customer service doesn't have to come at a premium.

Zoho Desk is the most cost-effective help desk software solution you can find.

Take a free trial

Zoho Desk is trusted by great brands

  • Tugo
  • DNA
  • NAS
  • Flagler
  • GSI
  • Etinsure
  • Insureline

How can Zoho Desk improve your business?

Immediate answers

For standard questions about renewal or policy payments, insurable interest, contract premiums, or other common topics, your policyholders can access self-service portals. This way, they find answers faster, and your ticket load gets lighter. Each brand you support can have an individual help center, with its own customized look. Your clients can log in to the customer portal to view all their previous tickets, and participate in discussions with your team and with each other in the Community.

Zoho Desk

More cross-sell

Schedule appointments with policyholders or handle calls with prospects using the Zoho CRM integration. Now you can manage your high-value clients, upsell, or cross-sell right from your help desk. Your agents can view tickets from leads through the Handshake mode, including important details like deal valuation and product evaluated. They can also update prospect details they learn from support conversations to help your sales team gain context. Meanwhile, your sales reps are notified every time a lead raises a ticket, receives a response, or leaves a happiness rating. If required, they can even respond to a ticket right from inside Zoho CRM.

Zoho Desk

Absolute security

Handle sensitive information with role-based access control. Each agent can be assigned a different role and profile permission to keep your policyholder information secure. Strengthen your company's reputation for reliability by enabling or disabling the Share data with peers option as and when necessary.

Zoho Desk

Augmented intelligence

The minute your clients encounter a problem or have a question, they can speak to or chat with Zia from your website or app. Zia is Zoho's AI-powered help desk assistant, who processes their questions and automatically answers them based on articles from your Knowledge Base. Zia can also identify the sentiment behind each ticket that comes in, and warn your agents if a customer's response seems overly angry or negative. Based on the contents of the ticket, Zia can also pre-draft a response for your agents to use.

Set up your help desk and see how these features can help you.

Here's what makes Zoho Desk the industry's favorite

     
  • Intelligent automations
  • Contextual views
  • Increased CSAT

Intelligent automations

Create automations that bring overdue tickets to your attention, and set automatic assignment rules to ensure that your agents are never overloaded. Get notified about ticket updates or customer responses and ensure that you fulfil all service level contracts.

Zoho Desk

Contextual views

Understand your policyholders' needs even before you respond to them. Zoho Desk gives you contextual ticket views, complete with interaction history and a ticket timeline. Armed with this information, your team can deliver personalized solutions for each of them.

auto-suggest

Increased CSAT

Measure client happiness, generate powerful built-in reports, or create your own customized ones. This will help you make intelligent observations, identify bottlenecks, and understand which areas of your business need improvements.

supervision made easy

Intelligent automations

Create automations that bring overdue tickets to your attention, and set automatic assignment rules to ensure that your agents are never overloaded. Get notified about ticket updates or customer responses and ensure that you fulfil all service level contracts.

Contextual views

Understand your policyholders' needs even before you respond to them. Zoho Desk gives you contextual ticket views, complete with interaction history and a ticket timeline. Armed with this information, your team can deliver personalized solutions for each of them.

Increased CSAT

Measure client happiness, generate powerful built-in reports, or create your own customized ones. This will help you make intelligent observations, identify bottlenecks, and understand which areas of your business need improvements.

Supplement your customer service efforts with powerful help desk software.

Be more productive with less effort.

Advanced process automation

Use the drag-and-drop Blueprint builder to assemble sequences of actions visually. Blueprint then nudges your agents through each step of the way, showing them only the action applicable to them at that time. Agents cannot move forward until they complete that action, and so Blueprint ensures that your processes stay on track. With the Blueprint dashboard, smart reports are available for decision-makers to gauge.

Team collaboration

Enable members from Claims, Operations, Consulations, and other departments to pitch in, and comment privately. What's more, you can manage customer support for each of these departments independently. Create teams to handle different areas of your customer service. You can route queries from certain channels to the teams best fit to handle them. The Team Feed shows agents a live feed of everything that's happening to any ticket assigned to that team.

Zoho Desk

Multichannel communication

Whether your policyholders reach out to you via phone, Twitter, email, Facebook, live chat, or web forms, you can view all these tickets on a unified interface. Create separate teams to handle each channel, or set different rules and escalations for them individually. Learn more.

multichannel trouble ticket system

Mobile apps

Stay updated on ticket activity wherever you are with the iOS and Android mobile apps. View CRM information, get real-time notifications, collaborate with your team, and get work done from anywhere! There's even a special app for managers–Radar shows you insightful reports and brings exceptions to your attention through simple and intuitive dashboards.

Zoho Desk