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Helpdesk in Gmail: Yes, this is possible!

By September 20th, 2023No Comments

Learn everything you need to know about creating a Helpdesk in Gmail.

A Gmail Helpdesk is a relatively new concept, but quite useful for many companies – especially smaller ones who do not need a fully built-out, comprehensive Helpdesk solution.

When you don’t have a big team, it is not always a good idea to invest money in very expensive software that you just won’t use a lot. In this case, Gmail comes in very handy. It’s probably software your company already uses for email, and all you need to do is a small 5-second adjustment.

What’s the use of Helpdesk

Helpdesk software is very handy for companies. But still, we don’t think they solve the problem as efficiently as they could.

Technologies come and go every day, but generally, your email client remains the same. Helpdesks are traditionally used for supporting customers by way of incoming emails, that your team members will respond to and close.

How people are using it nowadays

Helpdesk software is an incredible tool, with multiple features able to organize your customer’s information properly.

Usually, an email is attached to the software, so for your clients, nothing will change, but inside your company, you’ll gain control over who’s working on what, and you can add tickets, and forms, and truly visualize the big picture.

That is why big companies such as Zendesk have so many clients. It’s a service that is needed across all companies that service clients, which leads us to the question of what solution is the best fit for you.

? A Quick Tip to turn Gmail into a Helpdesk.

If you’re a team and are looking to use Gmail and a Helpdesk, have you considered Drag? Drag turns Gmail into a Helpdesk where you can all read, reply, and manage emails from each other’s inboxes, and also collaboratively run a Shared Inbox.

Try Drag for Free

What are the alternatives?

Helpdesk software is an incredible tool, with multiple features able to organize your customer’s information properly.

For smaller companies, hiring another service means investing important resources – not just money! We are talking about the time your team will need to learn and master a specific tool, and how well they’re really going to adapt to that.

If no one has ever used any helpdesk software, it might be good to think about other alternatives.

Drag: Gmail and Helpdesk made for each other

helpdesk gmail

Our software doesn’t add any new logins/websites for your team. It works straight from your Gmail Inbox. All you need to do is download it here and activate it in your inbox by clicking Drag’s switch. And that is it, you’re ready!

At Drag, we want to provide the best service possible, so we’re gathering the best of many worlds:

  • Shared inboxes
  • Kanban in email
  • Tasks
  • CRM
  • Helpdesk
  • Centralize work in one single place

By doing so, we allow your team to learn faster and have fewer questions about what’s new. We also centralize work, because we have Helpdesk/CRM functionalities and shared boards inside your email. Basically, we change everything, but we keep it visually the same.

The Kanban view is also incredibly helpful. By making all emails pop up visually, you can instantly understand at which stage everything is, and so you can spend less time on your email.

The fact that Drag works inside Gmail decreases drastically the time to be invested in learning about a new tool. It also centralizes work, by allowing Helpdesk to be managed within the same space as emails and To-Dos.

Drag starts and stays for free, but if you want to unlock its full power, prices start at $8/month/user. We believe that simple solutions make everything better for both sides because they decrease the amount of new information you need to learn something new.

Here are some other features you can add to your cards in a Kanban board:

  • Email assignment
  • Ticket status
  • Internal team chat and notes
  • Automation rules
  • Integration to 5,000+ apps via Zapier
  • Reports and analytics

What are the benefits?

The helpdesk feature on Drag is very simple, your emails become cards, so you can drag and drop as your support progresses.

You can add labels to your cards, so every task belongs somewhere. Here are some other features you can add to your cards:

    • Responsible person on the team
    • Descriptions
    • Status
    • Due date
    • Checklists
    • Notes
    • Progress bar

These features work seamlessly together so you can have a clear understanding of the process. The Kanban view is also very handy, so you can focus on the list that makes more sense to you, minimizing distractions.

Conclusion

By centralizing your team’s helpdesk work in a single place, your processes get quicker, consequently, your customers get happier and your company sells more. We truly believe that current solutions don’t solve the problem as well as they can be solved, so we are introducing Drag as a disruptive alternative, working straight from your Gmail inbox as a collaborative and visual tool.

Helpdesk in Gmail.

  • 2.5x faster email responses.
  • 20 hours less spent per month, per team member.
  • 40% more deadlines achieved and happier teams.
Try for Free
Samantha Anacleto

Author Samantha Anacleto

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