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Integra OneDesk
Integra OneDesk
Customer Success Platform
🧠 AI-Assisted · Built for Software & ERP Vendors

Every customer request,
one thread to renewal.

Request · Resolve · Renew

Support & work requests with SLAs, implementation tracking, quotations, AMC renewals and invoice visibility — in one web platform shared by your team, your customers and your distributors, with an AI layer that triages, summarises and drafts alongside your consultants.

39Screens
220+API endpoints
11Request states
3Portals · staff · customer · distributor
One request, one week — inside Integra OneDesk
📝
Customer raises “Invoice PDF layout wrong” in portal
Attachment · module: Sales · AI suggests HIGH / Bug
New
↓
⏱️
Consultant responds in 1 h 40 — SLA 4 h
ETD set · internal note to developer, invisible to the portal
Accepted
↓
💰
Billable — quotation AED 4,200 approved online
Customer Admin approved · development unlocked automatically
Quoted
↓
🛠️
In development — 6.5 h logged, linked task
Task closes → Testing → Customer Verification
Live
↓
✅
Customer accepts · rates 5 / 5 · invoice raised
Outstanding shows in portal · AMC renewal reminder at T-60
Closed
⚠️ The Problem

After Go-Live, the Customer Relationship Runs on Email.

Software vendors and implementation partners sell a system — then service it through inboxes, WhatsApp groups, spreadsheets and a generic helpdesk that knows nothing about quotations, go-lives or AMC contracts.

📧
Requests Arrive Everywhere
Email, phone, WhatsApp, a consultant's notebook. Nobody can say how many are open, who owns them, or which ones are already late.
0
SLAs Nobody Can Prove
The contract promises a 4-hour response. Without a clock that knows your business hours and pauses when you wait on the customer, compliance is a guess at renewal time.
AED
Enhancements Built for Free
A developer starts on a “small change” before anyone quoted it. The invoice is argued about later — or never raised.
T-0
AMC Contracts Lapse Quietly
Renewal dates sit in a spreadsheet. The customer keeps calling for support on an expired contract, and the renewal conversation starts late and defensive.
?
Customers Can't See Anything
“Any update?” emails, statements requested by phone, go-live status explained in meetings. Self-service means a shared Excel sheet.
6+
Six Tools, No Thread
Helpdesk, CRM, project tracker, quotation template, accounting export, HR leave sheet. The same customer is re-keyed into each and the history lives nowhere.
💡 The Solution

One Desk. The complete request-to-cash thread.

1

One lifecycle, enforced by the server

Eleven states from New to Closed. Illegal moves are refused with the allowed next steps; every transition is audited and notifies the right people.

2

SLAs on your business hours

Per-priority response and resolution targets, 80 % warnings, tiered escalation, clock paused on hold or when waiting on the customer.

3

Nothing billable is built unquoted

A billable request cannot enter development until the customer approves the quotation — in the portal, with a name and a timestamp.

4

Customers and distributors serve themselves

Status, ETD, approvals, documents, AMC status, outstanding dues, knowledge base and chat — in their own secure realm.

5

AI that assists, never decides

Triage suggestions, thread summaries and reply drafts with your own Gemini or Claude key — suggestions a human confirms, every call logged.

Platform at a glance
11
Request states · one state machine · zero illegal transitions
3
Portals — staff · customer · distributor — in two security realms
19
Notification events · in-app + email · queue-driven
24
Modules from work requests to AMC, leave and assets
100%
Tenant-scoped data · audit trail on every change
🏛️ Complete Coverage

Eight Module Groups. One Customer Record.

Plus: approval workflows · asset register & internal IT tickets · master data · customer allocation grid · health score · white-label branding · roles & permissions

🎫
Work Requests & SLA
Consultant · Developer · TL
  • 11-state lifecycle, server-enforced
  • Business-hour SLAs, escalation tiers
  • Internal vs customer comments
  • Tags, macros, bulk actions, links, timeline
🌐
Customer Portal
Customer Admin · User
  • Raise, approve, track, accept, reopen
  • Approve quotations online
  • AMC, dues, documents, meetings
  • Knowledge base, chat, CSAT
🤝
Distributor Portal
Reseller · Partner
  • One login, many customers
  • Requests on behalf of a customer
  • Modules and AMC per customer
  • Staff-managed coverage
🚀
Delivery
Project Manager
  • Implementation step checklists
  • Projects & project tasks
  • Personal tasks with subtasks
  • Time logs, calendar, documents
💰
Money
Accounts · Sales
  • Quotations with portal approval
  • AMC lifecycle, T-60/30/15/7 alerts
  • Invoices, payments, outstanding
  • Per-customer finance visibility
👥
People & CRM
HR · Management
  • Customers, contacts, allocation grid
  • Employee directory & leave
  • Birthdays, anniversaries
  • Customer health score
📊
Reports & Dashboards
Management
  • Request ageing, SLA compliance
  • Effort, AMC pipeline, outstanding
  • XLSX export, live counters
  • Role-specific dashboards
🤖
AI Assistant
Everyone
  • Request triage suggestions
  • Thread summaries
  • Customer reply drafts
  • Gemini or Claude, your key
⚙️ How It Works

From Request to Renewal — in Four Moves

1
📝

Capture

The customer raises it in the portal (or a distributor on their behalf, or your consultant by phone). Module, priority, attachments; AI proposes triage.

2
✅

Review & Approve

Consultant responds inside the SLA, sets ETD, accepts or rejects. Billable? A quotation goes out and the customer approves it online.

3
🛠️

Deliver

Developer works a linked task, logs time, posts internal notes. Testing, then customer verification with accept / reopen and a CSAT rating.

4
🔁

Bill & Renew

Invoice raised or imported, outstanding visible to the customer, AMC flips to Expiring at T-60 with reminders to everyone who should act.

📝 What You Capture
  • Bugs, enhancements, support
  • Data fixes, training requests
  • Internal IT tickets & assets
  • Implementation steps
  • Meetings, visits, trainings
  • Leave requests
⏱️ What Gets Timed
  • First response per priority
  • Resolution per priority
  • Business hours & weekend
  • Pause on hold / snooze
  • 80 % warning, breach, tiers
  • Auto-close after verification
🛡️ What Gets Controlled
  • Illegal state transitions
  • Billable without quotation
  • Portal module allocation
  • Internal comments at the API
  • Role & permission guards
  • Audit on every mutation
📄 What Comes Out
  • Request ageing · SLA compliance
  • Effort by customer · utilisation
  • AMC pipeline · outstanding ageing
  • CSAT summary · leave summary
  • XLSX exports
  • Live dashboards
🌐 Self-Service & SLA

Portals Your Customers Use — SLAs You Can Prove

Portal users live in a separate security realm and only see records flagged visible for their company. Internal notes are stripped in the API, not hidden in the UI.

🏢

Customer Portal

  • Raise requests with attachments on allocated modules
  • Approve colleagues' requests and quotations
  • Track status, ETD, customer-visible comments
  • Accept / reopen at verification, rate CSAT
  • AMC status, documents, meetings, knowledge base
  • Billing page & outstanding — when enabled
🤝

Distributor Portal

  • One login across every customer covered
  • Requests, modules, AMC per customer
  • Raise on behalf — visible to both sides
  • Staff control coverage and logins
  • Nothing crosses into other customers
💬

Chat & Knowledge

  • Real-time channel per customer
  • Messages tagged “Regarding” a request
  • Read receipts, reply in context
  • Knowledge base articles for customers
  • Global search across everything
PriorityFirst responseResolutionBreach →
CRITICAL2 business hrs1 business dayAssignee + Team Leader
HIGH4 business hrs3 business daysthen PM + Management
MEDIUM8 business hrs7 business daysafter configurable hours
LOW16 business hrs15 business days80 % warning first
Your hoursTenant business hours and weekend days (Fri / Sat default) drive every clock.
PausesOn Hold, Customer Verification and snoozed “waiting on customer” stop the SLA.
Auto-assignmentRules route new requests by customer allocation, module or round-robin.
Auto-closeNo customer response for 7 days after verification? Closed, configurable.
🧠 AI Assistant

Your AI Key. Your Data. Beside Every Request.

OneDesk puts LLM assistance exactly where a consultant loses time — reading a new request, catching up on a long thread, writing the customer update. Suggestions only; a human confirms. Keys stay on the server.

🟢
Google Gemini
Fast, cost-efficient default for triage and summaries
Default
🟣
Anthropic Claude
Deeper reasoning for reply drafts and long-thread summaries
Recommended
⚪
One-setting switch
Change provider per tenant without touching code
Flexible

🔐 Bring-Your-Own-Key · Permissioned

API keys live in server configuration, never in the browser. The ai.use permission is granted per role, and every call is written to an AI usage ledger — prompt hash, tokens, latency — so cost and behaviour are always auditable. Your customers' data never trains anyone's model.

🧭
Request TriageOn creation: suggested category, priority and clarifying questions for the consultant to send.
📝
Summarise ThreadComments, status changes and time logs condensed for hand-over, escalation or review.
✉️
Reply DraftCustomer-facing update drafted from internal notes — right tone, nothing internal leaking.
💗
Customer Health ScoreFive weighted signals recomputed nightly — churn risk visible before the renewal call.
🎯
Auto-AssignmentRules route by customer allocation, module or round-robin the moment a request lands.
⭐
CSAT LoopRating and comment on every closed request, summarised per customer and consultant.
3
AI features in product
2
Provider families
5
Health-score signals
0
Decisions made without a human
⚡ Key Features

The Details That Win the Renewal.

🔒

Billable Gating

Billable requests must pass through Awaiting Quotation; a customer-approved quotation moves them to development automatically. 100 % of paid work is quoted first.

🔁

AMC Lifecycle

Active → Expiring at T-60 → Expired / Renewed with a renewal chain. Reminders at 60 / 30 / 15 / 7 days to Accounts, consultant and Customer Admin. Expiring-in-90-days dashboard tile.

💬

Two Comment Streams

Internal and customer-visible on one thread. Internal notes are removed in the API serializer for portal tokens — verified by tests on the raw JSON.

🚀

Implementation Checklists

Kickoff → Requirement Study → Configuration → Data Migration → UAT → Training → Go-Live → Post Go-Live Support, with owners, dates and auto-computed % complete.

☑️

Tasks ↔ Requests Sync

Tasks and subtasks link to requests and implementation steps. Closing a linked task pushes the request to Customer Verification; accept / reopen syncs back.

⚡

Agent Productivity

Macros that set status and tags, saved queue views, bulk reassign / tag / close, linked and duplicate tickets, unified timeline, live updates.

💳

Finance Visibility Switch

Per customer, decide whether the portal shows money. On: Total outstanding tile, dues banner, invoices, payments and AMC dues. Off: nothing financial, ever.

🖥️

Internal Ops Too

Internal-type tickets with no customer, an asset register linked to tickets, multi-step approval workflows, employee directory and leave — one tool for the whole desk.

🎨

White-Label

Your logo, primary colour and name on every screen and email; SMTP per tenant; your own domain. Multi-tenant from the first table, so SaaS is configuration.

🏆 Competitive Edge

Integra OneDesk vs Generic Helpdesk & Service Tools

CapabilityIntegra OneDeskZoho DeskFreshdeskZendeskJira Service MgmtHubSpot Service
Billable request gated by customer-approved quotation✓✗✗✗✗Quotes, no gate
AMC / support-contract lifecycle with renewal reminders✓Contracts add-on✗✗✗Deals
Implementation / go-live step tracking per customer✓✗✗✗Projects✗
Outstanding invoices & dues visible in customer portal✓✗✗✗✗Payments add-on
Distributor / reseller portal spanning many customers✓✗✗Orgs✗✗
Customer-side approval of requests before work starts✓✗Approvals✗✓✗
Business-hour SLAs with pause, tiers & customer snooze✓✓✓✓✓Basic
Internal vs customer comments stripped at the API✓✓✓✓✓✓
Time logs rolled up to effort per customer✓✓✓Add-on✓✗
AI with your own provider key (Gemini / Claude)✓Vendor AIVendor AIVendor AIVendor AIVendor AI
Employee directory, leave & HR greetings in the same tool✓✗✗✗✗✗
White-label, on-premise, UAE data residency✓Cloud onlyCloud onlyCloud onlyDC optionCloud only
Competitor capabilities based on publicly available product information, October 2026. "Vendor AI" = AI available only through the vendor's own model and terms.
🏭 Use Cases

Built for Every Seat Around the Customer

CEO · CTO · Management
📈

See the Whole Book

Open requests by status and priority, SLA compliance %, outstanding AED, AMC expiring in 90 days, implementations % complete, team utilisation and a 14-day trend — live.

DashboardSLA %Health Score
Support Consultant
🎧

Own the Queue

My queue sorted by SLA due, AI triage on new requests, macros for the common replies, internal notes to developers, reply drafts for customers, time logged as you go.

SLA QueueMacrosAI Reply
Project Manager · Team Leader
🚀

Land Every Go-Live

Implementation checklists with owners and dates, project tasks with dependencies, the team's full task workload, escalations when SLAs slip, customer allocation grid.

ImplementationsTasksEscalation
Accounts · Sales
💰

Quote, Bill, Renew

Draft and issue quotations, watch approvals land, raise or import invoices, record payments, see outstanding ageing, and get AMC renewal reminders before the customer does.

QuotationsInvoicesAMC Pipeline
Customer Admin
🏢

Know Where Everything Stands

Approve colleagues' requests and quotations, track every ticket and its ETD, accept or reopen deliveries, read articles, chat with the team, see dues and AMC status.

ApprovalsBillingKnowledge Base
Distributor · Reseller
🤝

Serve Many Customers at Once

One portal across every customer you cover: raise requests on their behalf, watch status, see which modules each owns and when each AMC contract ends.

Multi-CustomerOn BehalfAMC View
🛡️ Security & Platform

Enterprise-Grade. Modern by Design.

🏢

Tenant Isolation

Every business table carries the tenant; a database client extension filters every query. Separate tenants never share a row.

🔑

Two Auth Realms

Staff and portal tokens have separate audiences and endpoints. Short-lived access, rotating refresh, bcrypt, lockout after 5 failures, rate-limited login.

👥

Granular Permissions

12 roles, 90 permission keys in module.action form, enforced by a guard on every endpoint and mirrored in the UI. Roles are data, not code.

🕐

Audit Trail & Soft Delete

Who, when, before / after on every create, update and delete. Nothing hard-deleted outside retention jobs.

🔗

API-First

One REST API serves web today, mobile and integrations tomorrow: envelopes, pagination, search, stable error codes, 220+ endpoints.

💾

Operations

Health endpoint for DB and queue, request-ID logging, error-tracking hooks, daily backups with 30-day retention, documented ops log.

🔒 Architecture

RuntimeNode.js · TypeScript · PostgreSQL 16 · Redis 7
Side effectsQueue-driven · never inline
RealtimeWebSockets · live tickets & chat
TransportHTTPS · security headers
FilesSigned URLs · whitelist · 25 MB
DeploymentCloud SaaS or on-premise
Quality28 API e2e suites · every endpoint tested
🇦🇪
UAE Data Residency
Hosted in-country or on your servers
🎨
White-Label Ready
Logo · colours · domain · SMTP
🕐
Audit-Ready
Before / after on every change
🔌
Integra Suite
Finance · Ontrack ERP · WMS
🌟 Why Integra OneDesk

Built by a Vendor, for Vendors. Upgraded With the Market.

20+
Years building enterprise software
100+
Clients across GCC, India, Africa & SE Asia
39
Screens · 220+ endpoints · 24 modules
1
Platform with Integra Finance, Ontrack ERP & WMS
🧵
Request-to-Cash Thread

Ticket, quotation, delivery, acceptance, invoice and renewal are one record. No generic helpdesk has this.

🍽️
We Eat Our Own Cooking

OneDesk runs Integra's own ERP after-sales desk every day — every feature was needed by a real consultant first.

🔒
Rules in the Server

Billable gating, state machine, portal visibility and internal comments are enforced in the API and proven by tests.

🧠
AI, Your Way

Your provider, your key, per-role permission, full usage ledger. Assists in the background, never decides.

On the roadmap — released progressively to every customer
💬
WhatsApp & Teams Notifications

Status changes, SLA alerts and AMC reminders in the channels customers already read.

🔗
Live Accounts & Calendar Sync

Two-way invoices and payments with Integra Finance; Google / Microsoft 365 calendars.

📱
Mobile App

Approvals, queue and notifications on the phone, on the same API the web app uses today.

🔐
2FA, SSO & Arabic UI

TOTP second factor, enterprise single sign-on, right-to-left Arabic on the existing i18n dictionary.

Integra OneDesk
Request · Resolve · Renew

See It Run on
Your Own Customers and Requests.

Bring a week of real support requests, an enhancement that should have been quoted and an AMC contract that expires soon. We'll show you the portal, the SLA clock, quotation approval and the AI assistant — live, on your data.

Email
sales@integraontrack.com
Phone / WhatsApp
+971 55 222 0975
Platform
onedeskdemo.integraerp.tech
Head Office
Sharjah Publishing City Free Zone, UAE
Integra IT Solutions FZE LLC · formerly Edocs Solutions & Computer Consultants · P.O. Box 73111, Sharjah, United Arab Emirates