Apps / Helpdesk
Helpdesk
Support tickets, without a separate tool
Customer support tickets, SLAs, and canned responses — tied to the same customer record as sales and accounting, so support always has full context.
No credit card required
[01] What it does
Everything Helpdesk handles
Support tickets, without a separate tool
Ticket management
Assign, prioritize, and track tickets to resolution.
SLA policies
Set response and resolution targets per customer tier.
Canned responses
Answer common questions consistently, without retyping.
Customer context
Support sees the same order and account history as sales.
Self-service portal
Customers check ticket status and find answers without waiting on an agent.
Knowledge base
Publish help articles that deflect repeat tickets before they're opened.
Rule-based assignment
Route tickets to the right agent or team automatically, with escalation on breach.
Ticket split & merge
Combine duplicate requests or split multi-issue tickets without losing history.
Support reporting
Response times, resolution rates, and agent load in one dashboard.
[02] Who it's for
What changes when you switch
Graduate off the shared support inbox
Support teams currently working out of a shared inbox get real ownership, assignment, and SLA tracking.
Support history visible across the business
Sales and finance see the same support history instead of it being siloed in a separate tool.
[03] Compare
See how Helpdesk stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedPricing
Flat tier, unlimited agents
Customer record tie-in
Same account/order history as sales and finance
Self-service portal & KB
Built in
Implementation
Bundled into the same 8–12 week rollout
Zendesk
Pricing
Priced per agent, per month
Customer record tie-in
Needs a separate integration to see order history
Self-service portal & KB
Built in, higher-tier plans only
Implementation
Separate setup and onboarding
[04] Integrations
Helpdesk works with tools you use
Connect to the tools your team already relies on: CRMs, payment providers, analytics platforms, data warehouses & more. We keep everything in sync — automated, accurate, and always up to date.
[05] Implementation
GO LIVE ON HELPDESK IN 8–12 WEEKS
Most implementations fail on scope creep and bad data. We use process mining to catch failures before they happen.
Week
1–2
Process mining reveals reality
We mine your current systems: Tally, spreadsheets, emails to see how work actually flows. You get data on where things break, where people create workarounds, and where time disappears.
Deliverable: Process map showing your actual workflows
Week
2–3
Lock the scope in writing
Week
4–8
Configure, test, and train in parallel
Week
9–12
Go Live with continuous monitoring
[06] Modules
Everything inside Helpdesk
Explore each Helpdesk module in detail — what it does, and how it fits into the rest of OneBook.
specialized Features
Assign, prioritize, and track every ticket to resolution
Ticket creation from email/chat
Priority & status tracking
Ticket ownership
Internal notes
Ticket tags & categorization
Canned responses
Ticket split & merge
Customer satisfaction (CSAT) surveys
Ticket history & audit trail
What people say
“Our team went from dreading month-end to closing it without confusion. That's how you know you picked the right tool”
Suraj
Managing Director, AFA
[07] Apps
One platform, every app
ERPNext
The core operating system for your business
HRMS
HR and payroll without a separate system
CRM
Lead to cash, in one pipeline
Helpdesk
Support tickets, without a separate tool
Insights
Dashboards without waiting on a report
Raven
Team chat, built into the same platform
ERPNext
The core operating system for your business
HRMS
HR and payroll without a separate system
CRM
Lead to cash, in one pipeline
Helpdesk
Support tickets, without a separate tool
Insights
Dashboards without waiting on a report
Raven
Team chat, built into the same platform
[10] FAQ
QUESTIONS?
WE'VE GOT ANSWERS.
Everything You Need To Know About OneBook As A Business
For Partners
01.
I'm currently on Tally/Zoho. Will switching disrupt my finance team?
No. We support Embedded Accounting. Your operations team gets a unified ERP for inventory, production, and CRM, while your accountant can continue using the Tally format they love via our optional Tally Format data export. You get operational control; they get compliance comfort.
02.
Is my data secure on an Open Source platform?
Yes. OneBook runs on managed Azure Kubernetes with SOC 2, ISO 27001, GDPR, and HIPAA compliance. Your data is encrypted at rest and in transit, with role-based access controls and regular security audits.
03.
How long does it take to go live?
Most companies go live in 8–12 weeks. We scope the project upfront, migrate your data cleanly, train your team properly, and run process mining after launch to catch issues early.
04.
Why don't you charge per user like Zoho or SAP?
Per-user pricing is a tax on growth. When your warehouse team needs access, you shouldn't have to calculate ROI per login. OneBook charges by tier, not by headcount — so your whole team can use it.
05.
Can I keep using Tally for accounting?
Absolutely. Our native 2-Way Tally Sync lets your accountant stay on Tally while your operations team runs on OneBook. No double data entry, no disruption.
06.
What if it doesn't work for us?
We offer a 30-day free trial and a lifetime warranty. If OneBook doesn't fit your business after implementation, we'll help you migrate back — no lock-in, no penalties.