Product Features

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NetHelpDesk Interfaces


Migrating to NetHelpDesk

Features Overview

Unique Selling Points

Professional Services

Personal Support Team

All Modules as Standard


Integration with Apps

Bespoke Development

Mobile Access

Technician Web Portal

iPhone App

Android App

Windows Phone App

BlackBerry App

Web-enabling & SaaS

Organisations Type

MSPs / IT Companies

Internal Departments

Schools / Colleges / Universities

Standard Features

Help Desk Requests

Easy Transparent Upgrades

Sections and Technicians

Request Types and Forms

Custom Action Buttons


Queue Management

Populate Legacy Data

Dictionaries & Spell Check

Working Offline

E-mail Integration

Escalation / Notifications

Column Selection & Filters

Knowledge Base

End-User Web Interface

Link your Existing Portal

Basic Projects

Documents Management

Simple Disaster Recovery

Next Level Features


UTC Timezones

Reports & Dashboards

Calendar Integration

Service Level Agreements


Sales Opportunities and Leads

Work Flows & Templates

Qualifications Matching

Approval Processing

ITIL and Pink Verify

Incident Management

Problem Management

Change Management

Project Management

Supplier Management

Financial Management

Service Desk Management

Service Asset and Config

Release and Deployment

Service Catalogue

Service Level Management

Event Management

Availability Management

Multi Tenancy

Google Maps Integration

Expenses Tracking

Journey Tracking

Closure Procedure and Surveys

Advanced Features

Asset Discovery + Management

Service Status Monitoring

GFI Max Integration

Kaseya RMM Integration

N-able RMM Integration

Labtech RMM Integration

Item & Stock Control

"Quotes Thru Bill"

Quotation Processing

Sales Orders Processing

Purchase Orders Processing

Contract Management

Billing Engine

QuickBooks Integration

QuickBooks Online Integration

Sage Integration

Xero Integration

KashFlow Integration

Bugzilla Integration

NetHelpDesk Services

Technical Specifications

Developers / Integrators

Reseller / Partner Program

Customer Relationship Management (CRM)

Every Customer is completely unique! When they contact you, you need to access their details, and have an overview of what is going on very quickly.

Managing your relationship with your existing Customers is key now more than ever, where service and relationships build trust and further business. Ensuring that the Customer's account is being looked after, access to lots of information quickly, in a sensible organised manner is imperative.

Our CRM Activity screen is just one of the ways to access information stored in NetHelpDesk. It collates information from the many different areas into one place, so whoever is speaking with the Customer from your side, the Customer feels that person is in control of the situation, and can source the answers they need.


Customer Activity Overview Screenshot

Click the thumbnail to expand your view.

Store all of your Customers details for the Customer as a whole, site level and End-user, and access at the click of a button. Everything from their direct dial, and mobile, to who they report to, working hours, anything you would ever need.

Our "View Activity Screen" feature, available from the main interface, allows you to see the following at the click of a button:

  Customer Name, Address, Domain, and Contact Telephone Number  
  General Customer Notes and Tech Pop-up Notes  
  Open Tickets count and summary, and access from list.  
  Notes count and summary overview, including general communications with Customer.  
  Quotes count and summary, to see what has been sent to the Customer easily.  
  Sales Orders count and summary, to see how much money they are spending with you.  
  Suppler Orders count and summary, to fulfil the orders from that Customer.  
  Assets count, summary and filter, seeing what they have that you are looking after.  
  Site Locations count and details, where they are, and anything you could ever want to know.  
  End-users count and details, overview of the current status, and how well you're doing.  
  Contracts count and details, so that you have a handle on what you sold, and why.  
  Documents count and details, to store multiple documents of many varieties.  
  Invoices count and details, to see what they have been charged.  
  Search for words in the entries, to source something specific to the enquiry.  

The CRM functionality extends far beyond this, where all the information you need to store on your Customer, including anything specific to your industry, can be used in NetHelpDesk's Help Desk Software.

Our product has developed over many years based on Customer feedback, so if there is another way you feel would help you in this area, feel free to speak with us about your ideas. We can usually add in new features quickly, and usually free of charge.

Just contact our team to discuss your requirements. If there are any features you would like to see added to our help desk software, just let us know. See our #ChallengeNHD Twitter campaign for more information.

Contact us to discuss with our team what you are looking for.


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