Case Study: Creative & Design SaaS Company optimizes workflows and streamlines client requests with OneDesk

How a Creative & Design SaaS Company uses OneDesk to optimize their workflow

Creative & Design SaaS Company is a design and development firm handling graphic design, web design, and front‑end development requests under tiered subscription plans. They struggled with fragmented workflows across two separate tools, lacked a consistent prioritization method, and needed automation and pricing-plan visibility to reduce manual triage and client confusion — so they turned to OneDesk for a unified solution.

OneDesk implemented a single platform combining a branded customer portal (with up to 20 customizable webforms), integrated project management, a knowledge base, teams & permissions, and workflow automations for assignment and auto‑closing tasks. The result was a unified intake-to-workflow process that improved visibility, reduced duplicate requests and manual triage, and saved project managers time by automating assignments and status updates.