DeskDirector
All-in-one Automation and Client Portal Software
DeskDirector is a service management platform for IT departments, MSPs, customer service, operations, field services and HR teams. It brings ticketing, client portals, SOP management and workflow automation into a single system, replacing reliance on email, phone and meetings for handling requests and sharing information with clients.
Core capabilities include a tech and admin portal, client portals for Windows and web, a service catalog with request types, forms (inline and advanced), approvals, ticket groups, macros, smart tickets, surveys, chat, broadcasts, email templates and automated notifications, plus OneNote notebooks and Microsoft Power Automate integration. SOPs can be embedded in task lists and tickets, and HR processes such as applicant tracking and onboarding can be standardized with custom forms and approval chains. Integrations include ConnectWise, Datto Autotask PSA, Microsoft Teams, Power Automate, QuoteWerks, ConnectWise Sell, ConnectBooster and BiggerBrains.
DeskDirector is packaged in three monthly editions — Silver, Gold and Platinum — with limits on synced contacts and tech users that increase by tier. The Platinum edition adds onboarding meetings, a dedicated customer success representative and included onboarding and training; lower tiers offer onboarding and training at additional cost.
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