Help Desk Software is the common name for systems and applications used to respond to customers’ questions and technical inquiries. Help desk software helps support team track and address issues in reasonable time, but also record customer conversations, messages, transactions, and other information that could be relevant in future. Show moreThe best help desk systems act as centralized portals for inquiries coming from all communication channels, including your email addresses, phone numbers, live chat programs, and social networks. Some of them even include metrics and insights that help you evaluate customers’ and agents’ performance. We suggest you to check our current help desk leader Zendesk, but also other popular solutions listed in this category.Show less
In order to prepare this ranking of best Help Desk Software for Small Business we have examined leading systems currently present on the market, contrasting their features, how easy are they are to learn, client service, offered integrations with other systems and mobile support using our patented SmartScoreTM rating system. This list has been created by Nestor Gilbert, our SaaS authority responsible for the Help Desk Software for Small Business category.
Help desk tools, including help desk software for small businesses, are staple business software solutions for many years now. They allow companies to provide support for any customer needs and inquiries. And thanks to the speed of technological innovations and healthy competition in the market, most of the programs out there are feature-rich, easy to use, and reasonably priced, making it harder for software hunters to choose. But, they are not all that alike. Surely, there are common features and functionalities. However, how they go about presenting them differently. And, of course, the level of flexibility and capabilities differ. Also, software providers may have different pricing and payment schemes. Having help desk software small businesses can use for their needs and revenue cycles can be a challenge. So, a good amount of research and maybe even a deep dive for every software on your shortlist is in order. This takes a tremendous amount of time. Fortunately, our in-house experts do this for a living.
This article provides expert advice on what help desk software is, what it does, and how it can help your company. More importantly, we will also lay out the most important considerations in choosing a solution among the best help desk software for small businesses.
It is very important to stress that the best way to really know whether a software solution fits your small business needs is to give that software a try. In this way, you will have a first-hand experience of its features, capabilities, and even its look and feel. With this, you can better judge the platform and understand what is help desk software better. But if you don’t know which ones to start on in your product research, here’s a list of the top 10 help desk software available today.
You can start with the most highly-rated solutions: Freshdesk, Zendesk, Salesforce Service Cloud, SysAid, and Freshservice.
Help desk software is being used by a lot of small businesses around the world. And this cuts across various industries. This is because personalization and stellar provision of service and support are valued very highly today. It can even be argued that these are basic expectations. As such, help desk software tools are popularly used by companies in these industries:
If you want more info on these and other apps, you can check out our article on the top 15 help desk solutions.
There are many different types of help desk software for small business. All of them provide features to help companies provide customer and technical support. Also, most of the top tools today have a module for internal knowledge base management to provide a single source of truth. Moreover, there are also internal help desk software deployments. With these, internal support teams can provide for knowledge, technical, and other needs that a company’s internal public might have. No matter, if they are internal or external, we can categorize help desk software solutions under two classes—generic or specialized.
Generic – Generic help desk solutions are service-type and industry neutral. These offer all the usual features you’d need to provide both customer and technical support but they come in a bare-bones or generic deployment. This means that you have to make these software tools your own based on your industry and particular needs. Hence, generic or generalist platforms offer customizability and personalization capabilities. The advantage of having a generic tool is that you can create workflows to fit various specializations. This, however, can take time before deployment. And, of course, you may not even get it right the first time. So, an iterative design process may happen. Fortunately, the best generic products out there have workflow templates and deployment for specific industries and service types. Hence, you won’t have to do all the workflow design heavy lifting yourself.
Specialized – There are help desk platforms designed with specific industries and service types in mind. The most common types are related to IT services and retail. There are also internal support software solutions designed to provide for the knowledge and technical needs of a business’s internal public. What these specialized tools lack in generality, they make up for by providing tried and tested tools and workflows that incorporate best practices in their target use cases. So, they come at a higher out-of-the-box usability for such deployment. The disadvantage, however, is you can’t pivot them easily for other use. It would take a good amount of workflow design ingenuity to accomplish. And this may not be even enough.
Self-service Knowledge Management. Both internal and external stakeholders such as your employees and customers will encounter issues. And getting access to your live agents may take a while. Also, there are really simple issues that a quick web search could resolve. Help desk software solutions provide companies with the means to build, maintain, and update self-service knowledge bases to do just that. A digital knowledge base comes in the form of a collection of hosted webpages (public or private) that provides curated content such as answers to FAQs, tutorials, update announcements, and anything company, service, or product related. Most of the time, these are quite customizable and support team members can collaborate on content and communicate using the platform. Other features usually include community forums, downloadable patches, and other helpful resources. Also, it is common to have tools for customers to create and send support tickets. And these usually come with a powerful search.
Asset management system and IT network management system. These sets of features are mostly meant for IT-related support operations—internal or external. The former allows users to track, monitor, and control digital assets such as files, software, and even hardware configurations. The latter set of features helps users evaluate the health of network components and computer servers used by the company. With these, IT professionals and support teams can have a clear view of the system and how it may have caused certain issues. These abilities are either offered within the platform or through integrations with other service management tools.
Reporting. All good help desk software solutions provide users with a means to track and gauge performance. And the most basic tool available is a reports dashboard. There are, of course, advanced reporting and analytics tools of different types. Generally, however, help desk solutions provide data on the overall productivity of your service desk workforce and processes. These include the number of opened tickets, average resolution time, and customer satisfaction. Also, programs typically enable users to use these data for more advanced reporting through export/import capabilities and integrations.
Dedicated Apps and Device Agnosticism. Today, most help desk software solutions have web-based deployment. So, they are accessible across different browsers on a wide range of devices running on different operating systems. So, they are device agnostic being web- and mobile-ready. Also, the top software tools have native mobile applications for iOs and Android devices. With this, users can access the system while on the go. This is particularly useful for field personnel that need to consult the company’s knowledge base from time to time. Also, native mobile apps usually have full access to all platform features, including those for communication and collaboration. With these, each team member will always be kept in the loop.
Remote control. This allows technicians to remotely access and control a customer’s device, be it a desktop, laptop, tablet, or phone. With this, technicians can perform diagnostics and fix the issues themselves, saving customers trouble. Of course, permission is required and activities are duly logged.
Security. Help desk software solutions contain highly-sensitive data. These range from customer and employee personal information to business and financial information. Hence, it is a must for help desk software providers to fit their offerings with robust security tools. Most of them, today, offer good security features. And, of course, the top ones offer bank-grade and enterprise-level security and encryption. They also provide tools and controls such as SSL certificates and access restrictions both at the network or IP level.
Integrations. Integrations allow companies to connect their help desk solutions with their larger software architecture. With these, organizations will be able to leverage data distributed across different digital platforms and bring them to bear on each other, especially for analytics. Also, with triggers and automation via integrations, users won’t have to switch programs for simple tasks such as ticking off a box or sending an email. Because programs are connected, team members can perform cross-application actions from right inside a single system.
ITIL adherence. IT help desk solutions usually adhere to the Information Technology Infrastructure Library (ITIL) framework, especially the top ones. This framework used by IT management companies is the gold standard for IT service management best practices. It allows companies to keep within best practices and make sure that they comply with standards and regulations. Adhering to the ITIL framework can bring benefits to those that manage data centers and offer SLAs with their products.
Service level agreement (SLA). Service level agreements are very important things to peruse when choosing a help desk software solution for your small business. This is because an SLA means that you can guarantee high levels of service to your customers. You get priority support and can rest assured that all issues you encounter with the program are being heard and worked on. Moreover, help desk software solutions also allow you to provide SLAs. By providing the same to your customers, you won’t only make them feel safe about your products and services but also valued. Additionally, with an SLA, you can set expectations and provide information about how customers can avail of your service.
Help desk software solutions can help small businesses achieve many things at the same time—things that provide value to their customers and, ultimately, to the company. And this cuts through different business aspects, including productivity and financial health. Of course, this is provided the platforms are used properly. Here are the five most common benefits.
Social channels support
Studies have shown that customers use their social media accounts to send support requests. Popularly used social platforms for this include Facebook and Twitter, among others. Hence, top support software providers are now providing integrations, allowing users to engage their customers on social sites. This is very helpful as it keeps all customer-related communications under one roof.
Motivate agents using gamification
You cannot give what you do not have. Hence, exhausted agents may not provide service with the right amount of pep. And customers can sense this even on the other side of the chat screen or call. To motivate agents and keep them that way, companies invest in gamification initiatives. These provide healthy competition via leaderboards and a personal sense of progress via badges. These can be very helpful, especially to service teams that deal with monotony and stress. It could also improve teamwork and camaraderie.
Advanced chatbots streamline resolutions
Back in the day, chatbots were terrible. You just know that you are talking to a bot. They get many things wrong, including issue categorization. Today, however, bots are not only smarter but also provide a more human touch. Powered by AI and machine learning, chatbots can learn, make inferences, and provide insights on how to streamline support operations. This same AI is also harnessed to improve customer experience by mimicking real agent behavior. Of course, users are enabled to help these chatbots along by designing workflows and providing learning parameters.
AI for proactive customer service
AI is also poised to better predict customer service issues and inefficiencies. And also be smart enough to provide actionable insights and even alert service personnel of potential concerns. With this, companies can improve their service levels and anticipate high-probability concerns, nipping them in the bud.
Unsystematized workflow. Customer service for small businesses can be very intuitive. Hence, creating standards and best practices may seem like going overboard. However, systematizing support functions may not only save you time now but also serve as the bedrock for the future as your company grows. So, take advantage of help desk software features such as workflow builders and automation tools.
Lack of knowledge. Many times, small businesses don’t really have support teams. So, they just assign whoever is in marketing, some staff, or even the receptionist to man support processes. And a lot of times, to provide support, they need some support themselves, which can be a great waste of time. Hence, even for small businesses, it is recommended for them to take advantage of knowledge base builders that help desk software provide. With these, any person manning the support tool will have easy access to relevant information.
Overreliance on the digital platform for backend processes. Digital platforms are well and good, they provide communication and collaboration tools that most, if not all, related tasks can be accomplished without face-to-face contact. And this has been proven true during the pandemic lockdowns. However, this might not be the best way to go about it, especially for small companies such as those in the hospitality and retail industries. Customer support will always have that need for the human touch; and so does teamwork. This is especially needed if you want to sync company knowledge information with real actual knowledge distributed across your organization. Digital tools are supposed to be tools. The comprehensiveness of workflows and your knowledge base do not necessarily reflect the competency, skills, and useful knowledge that your employees possess and exercise.
Here are some signs that you may need to get a help desk solution.
You lose track of issues on different channels. If you get support requests from different channels, then you’ll have a significantly harder time documenting them; more so, keep within the context. What would really help is to have every support-related communication accessible via a single hub. And help desk software solutions do just that and more. Today, help desk solutions come with omnichannel support features that allow agents to be in steady communication with customers even when customers switch digital channels multiple times in one session. Help desk solutions make communications customer-based and subject-based not channel-based.
Short on support staff. Small businesses are considered lucky if they have a full-fledged support staff. But, if you do and your average resolution time is still not ideal, then maybe it’s time to adopt help desk software with chatbots, AI, and a knowledge base. With these, team members will be able to offload some tasks (especially clerical ones) and concentrate on providing excellent support. These platforms provide automation tools for routing, ticket management, and logging. So, this provides your agents with a chance to resolve issues much more quickly.
You have no idea how your support operations are doing. Performance on traditional support channels—email and phone—can be pretty hard to track and quantify. The same thing is true for digital channels, especially when accessed separately. And there comes a time when it is imperative for small businesses to attune themselves to the quality of their support services, especially when one bad customer experience can cost them business. One of those times is when bad reviews about their customer service come in. To prevent such things, it is best to adopt a help desk solution to help you monitor your support performance. These tools allow you to consolidate your operations and pool data that you can later turn into meaningful information and insights on how you are doing and how you can improve. Help desk software tools have built-in industry-standard metrics such as customer satisfaction, time to resolution, and many more.
Help desk software platforms are very flexible and can be deployed for various support domains. Here are the most common applications:
IT management. In a technology-immersed world, technology issues can be rampant. This is why IT comprises a large share of help desk software users. With these tools, IT teams can track, monitor, and resolve tech-related issues that customers or their colleagues encounter.
Software development. Software development teams commonly use help desk solutions to help them track bugs and other issues. It also helps them collaborate on tasks and knowledge creation. Plus, it provides them with ways to let their end-users engage them, provide feedback, and send support or any requests.
Customer service. This may just be the most common use of help desk solutions. Modern customers want service fast and personalized. And help desk software tools allow agents to comply. Moreover, today’s platforms also provide self-service options so they can resolve issues on their own. This is especially for issues too minor to warrant a phone call or an agent’s attention. Self-service portals can also be used to submit issue tickets and check on their progress.
HR and recruitment. Hiring teams can do well with help desk solutions, especially when heavily campaigning for recruits. It provides them with tools to engage with prospects, candidates, applicants, and new hires. Moreover, HR teams use help desk solutions to service the internal public of the company. They may use it to deal with employee-related issues, from leaves to training concerns.
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Disaster recovery and security are two important elements that need to be considered by SaaS purchasers when evaluating potential providers.
Many SaaS vendors do not have a disaster recovery site. Therefore, ask the following questions to your shortlisted providers: How do you test your disaster recovery procedures? What is your recovery time? How often do you test? Do you have dispersed infrastructure; are your main site and your disaster recovery site situated in different geographical locations?
You need to be aware that many SaaS vendors do not use enterprise-grade infrastructure to install SaaS apps. Many programs have multiple providers. For example, there may be a firewall provider, an Internet provider, and a few others too in the mix. If an issue rears up, there is a lot of finger-pointing. This issue is common with on-premise IT applications. The solution is to reduce the number of providers so that there is accountability to ensure they take responsibility about performance.
Ask the potential SaaS vendors the following queries about security: Is your organization SAS70 compliant? What security measures are used at your facilities? What security audits and principles does your organization follow? Who manages access and identity management, web application firewalls, log file management, and network connectivity?
Needless to say, take your time to research carefully and get the answers to the above questions before you invest in an appropriate SaaS product.
The best help desk software for small business is Freshdesk because it provides top-of-the-line functionalities that scale with companies as they grow. It provides support teams with features including integrated views of channels, intuitive ticket management, workflow automation, reporting and analytics, and self-service capabilities. Armed with these, a small support team can increase efficiency and capability without increasing team size.
Moreover, the platform is fitted with collaboration tools as well including those for productivity such as task management. And, for smaller teams, the platform is free. Yes, businesses with up to 10 agents get a free plan including tools considered premium features by other solutions. Automation features that growing companies need, however, are only available in paid plans. It is a good thing though Freshdesk plans are very affordable as they are truly designed for growing organizations.
Lower manpower costs. The platform helps users extend their capabilities and improve efficiency without increasing the team size. These are enabled via features such as self-service options, automation, omnichannel contextual conversations, and efficient ticket routing.
Easier ticket management. Help desk software solutions streamline ticket management by providing features for quick and easy ticket categorization and prioritization. With this, agents won’t have to perform menial tasks and concentrate on providing stellar customer service.
Improved transparency and accountability. These software tools provide users with real-time data on customer support processes. Hence, it provides management with a good level of transparency regarding how the operation is doing. This includes functions such as opened tickets and time to resolution. And they will also know who handled what, thus providing factual grounds for accountability should untoward incidents and interactions occur.
Improved customer service. Having streamlined your workflow can free up your agents to provide the best service possible. Stellar service together with faster resolution times may lead to improved customer satisfaction that can lead to improved retention and increased brand loyalty. And what comes next after brand loyalty? Brand evangelism. All of these too are just from doing what you are supposed to do.
More efficient knowledge sharing. With a centralized collaborative knowledge base, your small business can pool expertise from different departments to inform agents about issues and their resolutions; and even potential issues and how to avoid them. Moreover, thanks to automatic logs, the software solution stores resolution procedures for easy reference.
Self-service. This set of features helps customers look for solutions to issues themselves without going through the trouble of contacting support. Self-service features usually include a customer-facing knowledge base site with relevant how-to articles, answers to FAQs, and product documentation among other resources. Also, if these prove insufficient, there is usually a self-service tool for ticket submissions.
Knowledge management system. The software provides companies with an internal knowledgebase solution. It is basically an easily searchable repository of company information, best practices, protocols, and other systems. With this, employees–especially customer or IT support staff–can easily provide the right solutions to customers or their peers.
Security. Help desk solutions typically contain sensitive personal and financial information. Hence, the best of them are fitted with robust enterprise-grade security features to keep data safe. protect the information stored in the system. Permission controls and audit logs records are also granted to administrators.
Integrations. Customer support is not an isolated business function. So, it doesn’t make sense that digital support platforms are. Hence, they always come with native integrations with other business solutions such as CRM, project management, marketing, and analytics tools. With this, customer service will truly be integrated with other workflows.
Reporting. Like other business tools today, help desk solutions have advanced reporting capabilities on performance on both the granular and general scales. With these, users can monitor KPIs and even the productivity of every agent. Of course, common metrics such as time to resolution, open tickets, and customer satisfaction can also be monitored.
Today, most software solutions are quite intuitive to use. This is thanks to both technological advancements and a good amount of competition in the market. However, there are still platforms that are head and shoulders above the competition when it comes to ease of use. These are:
While truly good free help desk software for small business is hard to find, they exist. They may not come as standalone one-time install programs but there are many free help desk software versions that could fit the bill for small businesses. The top three are
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