Case Study: Leading Real Estate Broker achieves streamlined design request capture with OneDesk

A OneDesk Case Study

Preview of the Leading Real Estate Broker Case Study

How a Legacy Hardware Company Uses OneDesk for Project Management

Leading Real Estate Broker, which operates a small in-house ad and design agency, needed a lightweight way to manage many small, one-off design requests without the heavy setup of typical project-management tools. Previously they relied on a monitored email inbox—an error-prone, manual process that lacked transparency—so they selected OneDesk for a simple ticketing and workflow solution.

OneDesk turned incoming emails into tickets, organized requests using portfolios and projects, added custom statuses and fields, and applied workflow automations to auto-route and assign work; the customer portal and knowledge-base features gave clients direct submission and visibility. As a result, OneDesk removed manual email triage, reduced administrative overhead and errors, improved status visibility and sped up assignment and resolution by making much of the process self-managing and keeping completed work easily archived.


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