Helpdesk
A shared inbox for client requests, with owners, statuses and replies your whole team can follow.
For service businesses
All your client work in one calm workspace
Helpdesk, CRM, projects, quotes, invoices and a client portal, in one place. Every request becomes finished, billed work.
14-day trial. No credit card required.
One workspace instead of six tools
Everything a service business runs on, sharing the same client records
CRM
Companies, contacts, opportunities and every conversation, quote and invoice that belongs to them.
Projects and time
Tasks, boards and milestones, with time tracked against the work and ready to bill.
Quotes and contracts
Send a quote, let the client accept it online, then turn it into a project or a contract.
Invoices and payments
Invoice time and expenses, send reminders and take card payments online.
Client portal
Your clients follow their requests, approve quotes, sign contracts and pay invoices under your brand.
How work moves
From the first email to the paid invoice
- A request comes inAn email or a portal message becomes a conversation with an owner.
- It finds its clientLinked to the company and contact, with their history beside it.
- You quote itThe client accepts online; the quote becomes a project.
- You do the workTasks, documents and time, all on the same record.
- You get paidTime and expenses go on the invoice; the client pays in the portal.
Client records
Open a client, see everything
Contacts, open requests, projects, contracts, documents and money owed, on one page. The next person picks up where you left off.
- Companies and contacts with custom fields
- Related conversations, documents, and notes
- Workspace permissions for each team
Work and time
Tasks and time
Create tasks and projects with an owner, status, and due date. Track time against the work and request approvals where your process needs them.
- Task lists and project boards
- Milestones, dependencies, and recurring tasks
- Time entries with billable flags and approvals
Invoices and portal
Invoices and customer portal
Bring time and expenses onto invoices, manage quotes and contracts, and give customers a branded portal to follow tickets and review their documents.
- Quotes, contracts, invoices, and credit notes
- Customer quote acceptance and contract signing
- Online invoice payments with a configured Stripe connection
Who it is for
Any business that sells its time and know-how
Set up your services, statuses and price lists once. UnifyDesk adapts to how your team works.
- Agencies and studios
- Consultancies
- Accounting and bookkeeping
- IT services
- Translation and localization
- Architecture and engineering
- Legal and advisory
- Field and facility services
- Training and coaching
Workflows
Support, client records, sales and project delivery use the same workspace records.
Pricing
Choose by workspace count. All plans include the shared inbox, client records, tasks, time, finance and customer portal.
Standard
Up to 3 workspaces
USD 39/user/mo
- Up to 3 workspaces
Business
Up to 10 workspaces
USD 59/user/mo
- Up to 10 workspaces
Enterprise
Up to 25 workspaces in your own dedicated environment (3-seat minimum)
USD 79/user/mo
- Up to 25 workspaces
- Your own dedicated environment
- 3-seat minimum
All plans include
- Shared inbox & CRM
- Companies, contacts & conversations
- Automation rules
- Invoices, contracts & quotes
- Tasks, projects & time tracking
- QuickBooks & Xero sync (Preview)
- API access
- Custom fields, tags & saved views
- OVHcloud in Canada
- Branded client portal with secure sign-in links
Prices in USD per user, per month. Enterprise requires at least 3 seats.
Compare plansQuestions
A workspace holds one team’s clients, conversations, projects and settings. You choose who works in each workspace.
In Settings → Your company → Subscription & billing. It opens Stripe’s secure billing portal, where you manage your plan and payment details.
Yes. New organizations get a 14-day trial with up to 10 workspaces, and no credit card is needed to sign up.
In Canada. UnifyDesk’s application, database, files and system email run on OVHcloud in Canada. Connected providers also process data for enabled features, such as Microsoft 365 mail or Stripe payments.
Every active member of your organization, including administrative roles. Enterprise starts at three users. When you add or remove users, Stripe prorates the charge.
Yes. Import companies, contacts, tasks, projects, contracts, assets and invoices from CSV files, and bring in past email when you connect a mailbox. Import active contracts with the status draft, then review and activate them in the app.
Try UnifyDesk free for 14 days
Plans from USD 39 per user per month. No credit card to start.