Case Study: WiFi Service Company achieves integrated CRM and automated workflows with OneDesk

How a wifi service company utilizes OneDesk’s CRM features

Wifi Service Company faced fragmented tools and costly custom integrations while needing CRM capabilities, automated workflows, and better links between sales forms and project work. They evaluated OneDesk and its project management application—using its workflow automations, customizable webforms, and ticketing hierarchy—to address those gaps without a large development effort.

OneDesk implemented a hierarchy-based project/ticket system, custom ticket types to emulate CRM records, webforms to turn website leads into work items, and Zapier links for broader integrations. The result was centralized customer and project data, streamlined workflows with automated actions, and a reduced need for expensive custom integration work; no specific numerical metrics were provided in the case study.