Case Study: Mortgage Coaching Company achieves streamlined CRM, ticketing and automation with OneDesk

How a Mortgage Company Utilizes OneDesk’s CRM Features

Mortgage Company, a coaching and services firm in the mortgage industry, needed a scalable CRM and project management solution to support customized automation for its clients, streamline client outreach, and manage a high volume of support requests. After evaluating options, the Mortgage Company adopted OneDesk’s platform—using its main web app, mobile app, and embedded customer app—to replace fragmented in-house systems and provide a unified CRM and helpdesk experience.

OneDesk implemented an integrated customer portal and ticketing system, easy widget or plugin embedding, ticket-to-task conversion, timesheets and project-level views (Gantt, Tree, Calendar), plus email automation and bulk customer import. The result was centralized project visibility, faster ticket handling and handoffs, consistent time tracking, and automated communications that cut manual work and improved client responsiveness—demonstrable gains in workflow efficiency and customer interactions driven by OneDesk.