Organize customer and company data with precision 

Contact management within Desk365 gives you structured visibility into your customers, companies, and organizational relationships enabling smarter routing, clearer reporting, and smoother support operations. 

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Trusted by 7,000+ businesses around the world

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How does contact management help support teams 

Centralize all contact data  

Keep all customer and company information in one place. From contact details, to support history, unify all relationship information, so agents always have the context they need to resolve issues quickly. 

Route tickets better

With structured contact and company data, tickets can be directed to the right teams or owners based on accurate, up-to-date information, reducing reassignments and handoffs. 

Capture added context for support

Custom contact and company fields let you capture the specific details that matter to your business, improving personalization and insights across every interaction. 

Scale customer relationship management 

Organize contacts by department, assign company managers, and provide the right visibility to stakeholders all while maintaining clean data that scales with your organization.

Centralize and manage customer records

  • Create, import, and manage detailed contact profiles
  • Add custom contact fields to capture business-specific data relevant to routing and reporting
  • Track ticket history and interactions for each contact

Structure company-level data to improve customer management 

  • Define company records and associate multiple contacts under each organization
  • Assign company managers to provide oversight and visibility into all related tickets
  • Use custom company fields to capture nuanced details for better segmentation

Segment organizations into departments for cleaner workflows 

  • Set up custom departments within companies to reflect real-world organizational structures
  • Associate contacts with departments to improve ticket routing and visibility
  • Enable department-level reporting and manager access for streamlined internal coordination

Microsoft Entra ID Sync

Keep your contacts accurate and automatically up to date with seamless Microsoft Entra ID integration

  • Automatic user provisioning – Sync users, departments, and roles directly from Entra ID to eliminate manual data entry and ensure contact records stay current.
  • Centralized access control – Manage permissions and user lifecycle from a single identity source, improving security and reducing administrative overhead.

Frequently asked questions

Yes. Desk365 allows you to create custom contact and company fields to capture the specific information your team needs for routing, reporting, compliance, or internal tracking. 

You can assign company managers who get visibility into all tickets associated with their organization. This helps leadership teams monitor support activity without needing full agent access. 

Custom departments let you segment companies into internal teams or business units, improving ticket routing, visibility, and reporting across larger or more complex organizations.

Microsoft Entra ID Sync is available starting from the Plus Plan and above, enabling automated user provisioning, role synchronization, and centralized identity management for growing teams.

Don't just take our word for it, see why our customers choose us!

Hear from real people who have experienced the difference.

"Desk365 has got all the right ingredients that a Helpdesk solution needs under its belt."

Desk365 has got all the right ingredients that a Helpdesk solution needs under its belt. We use them to manage support for our inhouse & partner product portfolios, custom developments and change management requests. They are constantly innovating and bringing great features at a rapid pace. Apart from the great product itself, they have a fantastic customer support team that is always there to support you and get the features that you want to be implemented in the Helpdesk .

Jugal Piplani

Technical Solutions Manager, Gapcloud

"Highly Recommend."

Desk365 has absolutely improved our ability to process internal/external requests. I needed a software solution that could be easily implemented for a reasonable price point and Desk365 delivered. I have been very impressed with the responsiveness of the Desk365 team and their assistance in configuring the software to fit our needs. Highly Recommend.

Jessica Harrison

Sr. Associate, Christopher Consultants, Ltd.

"They really make you feel they are part of your team."

Desk365 does what you expect from a much more expensive ticket system. The best thing however is the customer support. All questions about the software are answer quickly and completely and suggestions for improvement are treated seriously. They really make you feel they are part of your team.

Jeroen H

Scientist Sensortechnologies

Industry

Biotechnology

"A very good system all round."

After testing many other helpdesk solutions, we have been utilizing Desk365 for 10 months and have been hugely impressed with its ease of use, speed and simplicity. Everything we need to provide excellent customer support via email (our primary support channel) is available in one place, updates on new features are regular and concise and any requests for new features are reviewed and implemented quickly. A very good system all round.

Andy Roberts

Network & Communications Support Specialist, CSG

"Truly an outstanding product with a knowledgeable, prompt and courteous staff."

We heavily utilize Teams and other Microsoft 365 products and with Desk365’s easy and tight integration with Office 365, it was a natural fit. Our adoption was seamless and we now have a much (much) higher use of the ticket system by end users—instead of the office visit ticket or phone call. With the ability for users to make a ticket in Teams, email or the portal at a click of a button—users naturally gravitate to actual ticket creation. Truly an outstanding product with a knowledgeable, prompt and courteous staff. 

Ryan Geiler

IT Director, Community Medical Center

"The Helpdesk system everyone should know about"

Performance, Support, Easy-to-use. The Performance is incredible – one of the fastest Helpdesk systems I have ever worked with. The Support is just amazing. Any inquiries will be answered quickly and professionally. Easy-to-use: almost no one, from our ~100 employees, needed any training. It’s self-explanatory.

Mirko B

System & Network Administrator

Industry

Oil and energy

"Desk365 has plenty of features which we love to use."

“Desk365 has plenty of features which we love to use. With other tools, we tried, there was always a learning curve. Not with Desk365, simple and fast. The email ticketing module is very intuitive to set up and use. The integration with Microsoft Teams was a big selling point to us. We can work on Tickets within MS Teams, even the customers Tenant can be integrated. Very fast way to communicate with the customers. The standard SLA and the option to set different, special SLAs to some customers make it easy to keep up with all the tickets.”

Jan Schwärzel

CTO, ComSet AG

"Teams integration is fantastic!"

Teams integration is fantastic and has improved user interaction by at least 500%. Tech team is notified in Teams when tickets come in. Users see tech questions and comments in their teams. Automation features are great. Knowledgebase is more than adequate and search functions work well.

Lonny L

IT Manager

Industry

Farming

Why choose Desk365 ?

Customers who choose Desk365 feel the difference. Built for and by customers, every feature, every detail is crafted so our users’ lives are simplified. 

Set up in minutes

Migrate, onboard, and get started with your new helpdesk almost instantly.  

Support that goes the extra mile

Have questions? Need help? Desk365 is committed to real human support and providing true resolution.

Easy to use

Intuitive software your teams can pick-up in no-time. Ensure a smooth experience for both your agents and your customers.  

Highest ROI and product value

Reduce costs and increase agent productivity from day 1 so your business sustains growth.

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No credit card required.

Security, Safety and Compliance

  • At Desk365, ensuring the security of your data is our top priority. We adhere to stringent security policies and controls that meet leading industry standards.

  • To cater to our customers, we operate data centers in both the US and EU, specifically offering EU-based centers for those in the European Union.

  • We are SOC 2 Type 2 Certified and GDPR compliant.
Desk365 - AI-powered ticketing for teams of all sizes

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