Use Drag for Help Desk

Support customers and build better relationships

Keep track of customer conversations directly inside Gmail. No need to convert all incoming emails into tickets. You already use Gmail – keep your Help Desk there too.

How to use Drag for Help Desk

Here is the simplest step-by-step way to get started.

🚀 1. Set up shared Help Desk board

Access your customer support email (most will use something like info@, support@). You can invite your team to access this email address too (here’s our video tutorial). Tip: Your main inbox will stay as your own personal Kanban board, unless you want to share it. 

🚀 2. Manage Help Desk tickets as a team

You now have a shared inbox – a new Help Desk in Gmail. Your team can all use this shared Gmail account like it was their own. The best part is that everyone can reply and it’s all tracked from the shared Help Desk board.

🚀 3. Do everything directly in Gmail

Your team can access all the extras needed for a Shared Help Desk. Select the pen icon on any shared email or task to see all the extra features we bring to Gmail. Internal team chat, due dates, tasks, calendar integrations… Tip: Here are the extra features to get started.

More ways to use Drag

Solo

Just you, solo? As a one-person team, with many hats, everything is in one place – emails, tasks, customers, marketing, invoices. Whatever you need, you can manage simply inside Gmail.

USE DRAG SOLO

Marketing

Generate more marketing opportunities, nurture partnerships and grow your leads. Co-ordinate your marketing activities for your entire team can get stuff done, faster.

USE DRAG FOR MARKETING

Help Desk

Keep track of customer conversations directly inside Gmail. No need to convert all incoming emails into tickets. You already use Gmail – keep your Help Desk there too.

USE DRAG FOR HELP DESK

Project Management

No need to switch between email and project management tools. Track simple tasks in Gmail, keep track and close them from one place. Strong integrations coming soon with 650+ more tools.

USE DRAG FOR PROJECT MANAGEMENT

CRM

Keep your CRM in Gmail. Create and manage pipelines from one single place. It’s the easiest way to close sales on the spot, without the need to forward CC or BCC in your team.

USE DRAG FOR CRM

Everything else

We help teams to complete their emails and tasks together, faster. There are so many reasons to use Drag, we even have a ton of CEO’s with Inbox Zero (yes, we’re talking to you – Executive Assistants!)

USE DRAG FOR EVERYTHING ELSE