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What Is Help Desk Software?

Help Desk Software is a digital system that automates and unifies customer support workflows to resolve end-user requests quicker and more efficiently. It is also referred to as Ticketing System Software, as the core function of a helpdesk centres around improving ticket management - collecting, tracking, categorisation, escalation, and resolution.

With Help Desk Software, customer support teams can:

  • Automate repetitive tasks to lighten support teams' workloads
  • Handle larger volumes of end-user requests across multiple channels (47% of UK customers use at least five forms of communication channels)
  • Easily track and manage tickets from start to finish
  • Increase the percentage of first-contact resolutions (leading to higher customer satisfaction rates)
  • Provide self-service resources for customers to solve more simple issues themselves (which 67% of customers prefer when seeking help)

Without a ticketing system, scaling and managing customer service processes are challenging, which impacts the level of service provided to customers. 91% of customers say they are more likely to make another purchase if their experience with a brand is positive.

Automated helpdesk tools benefit two groups in particular; support teams/agents and customers/end-users. For support teams, they facilitate seamless ticket collection, tracking, and resolution. For end-users, they ease the process of raising and tracking issues to minimise friction.

There are multiple variations of Help Desk Software, including solutions focusing more on IT technical issues (IT help desks) and others more on customer-facing support. While some larger solutions are built to handle both types of support for internal and external end-users.

Our Expert’s View On...

What Is the Impact of Gen-AI Self-Service On Support Staff When Dealing With Complex Service Issues?

“AI has the potential to allow agents to focus on more complex casework, which in turn can make their roles more interesting and improve job retention. It is important, however, that agents remain comfortable processing minimal support issues, as the reputational risk of errors with these tasks may be heightened.

Hiring processes [also] need to be adaptable so that applications that have been assisted by AI do not gain an unfair advantage.”

Philippa Cresswell on gen-AI and self-service toolsPhilippa Cresswell, Customer Service Director at East Midlands Railway

Core Help Desk Software Features and Capabilities

Ticket Management

Help Desk Software acts as a central hub for all customer support activities, starting with the creation of support tickets. Ticket management features aim to improve the management and organisation of customer requests. That includes:

  • Receiving tickets
  • Assigning tickets to the right support agent or rep (accounting for skills and experience)
  • Prioritising and escalating tickets depending on when it was raised and by whom
  • Tracking the status of tickets
  • Closing tickets upon resolution

Multichannel Ticketing

Customer support is offered in various types of forms and across multiple channels including email, phone, live chat, and social media. Instead of monitoring each channel separately, Help Desk Software takes each customer issue from all available channels and converts them into tickets. These tickets are imported into one single point of contact (SPC) and assigned to support agents.

Ticket Automation

Automated help desk workflows are used to free up support staff from repetitive tasks and handle higher ticket volume. Ticketing automation features enable automated ticket routing (through pre-defined criteria such as content and priority) and workflows.

Combined with generative artificial intelligence integration and knowledge base management, ticket automation capabilities are becoming increasingly essential for resolving common and simple customer issues.

Customer Self-service Portals

Customer portals are an integral part of Help Desk Software, enabling support teams to build and maintain a self-service hub. Customers access self-service portals to find a solution to their problem without contacting a support channel - something that 70% of online visitors prefer.

Customer portals can include knowledge bases, common FAQs, instructional documents and videos, community forums, and AI-powered chatbots. Poviding a good self-service hub is important for staying competitive and increasing the chance of customer retention.

A customer self-service portal workflow

Image: The typical self-service support journey for a customer

Knowledge Base Management

A knowledge base is an important feature of a company’s self-service customer portal. Help Desk Software provides the capability to build and manage an information-packed knowledge base that is intended to resolve minimal customer issues and provide an immediate response - in a HubSpot survey, 90% of customers wanted a response in 10 minutes or less.

Knowledge base management features are designed to answer questions - from internal and external end-users - like:

  • “How can I change my password?”
  • “How many days of paternity leave am I entitled to?”
  • “How do I upgrade my subscription plan?”
  • “How do I start an offboarding procedure?”

Remote Desktop Support For IT Help Desk

Remote desktop support is a key feature for IT help desks providing technical support. It enables trained IT specialists to access desktops or other devices from any location and provide a quick and easy resolution.

Live Chat App Support/Integration

Most Help Desk Software solutions provide the capabilities to integrate live chat applications. Live chat integration provides real-time support for internal and external customers, offering quick person-to-person interactions and personalised support.

Chat is the top communication channel used by customers when requiring help, ahead of phone and email.

Chatbot and Gen-AI Integrations

Chatbot integration is an in-demand feature among Help Desk Software users and provide benefits such as 24/7 customer support and solving simple problems without adding to ticket volume.

Chatbots are rule-based applications that use natural learning (NL) processes and generative AI models. They are set up to scrap content from a business’s knowledge base resources, enabling it to provide automated canned responses to customer queries. If an issue can’t be resolved, triggers are set up to create a ticket and assign an in-person support agent.

Customer Support Analytics

Analytics and reporting features are used to gain valuable insight into the success of a support team. Customer service managers and directors use this data to understand agent performance and identify areas for improvement. Reports can be generated on:

  • Agent response and resolution times
  • Customer satisfaction (CAST) scores and feedback
  • Ticket volume per agent
  • Use of knowledge base resources

Best Help Desk Software Systems

it-asset-tracker

IT Asset Tracker

An IT asset tracking solution with self-service implementation and no-code integration and customisation.

Ideal For

Organisations looking for IT asset tracking and management solution with strong no-code integration and customisation.

Pricing

From £20 per user, per month

Setyl help desk system

Setyl

A cloud-based IT asset and subscription management solution that leverages HR, accounting and MDM data to enhance IT asset visibility and spend.

Ideal For

Medium to enterprise-size organisations looking to manage assets, licenses and people.

Pricing

From £500 per month

Snow Software

Snow Software

A platform that consolidates IT asset data and simplifies spend, usage and compliance workflows.

Ideal For

An integrated platform that simplifies IT estate spend, usage and compliance management.

Pricing

POA

EZOfficeInventory

EZOfficeInventory

An Asset Tracking Software solution that streamlines asset check-in/check-out and provides ready-made, self-service reporting.

Ideal For

Organisations with 250+ assets or items allocated internally to different user groups and locations.

Pricing

From £31 per month for 250 assets or items

Certero

Certero

A SaaS-based, consolidated ITAM platform with modular components and flexible deployment.

Ideal For

Enterprise organisations looking for a consolidated ITAM platform.

Pricing

From £1 per device, per month

SysAid IT help desk software

SysAid

An easy-to-customise IT asset and service management solution that focuses on process automation.

Ideal For

Organisations looking for a customisable, quick-to-implement IT asset and service management solution.

Pricing

POA

Benefits of Help Desk Software Solutions

End-User Benefits

  • Self-service: A self-service portal empowers customers to resolve their issues online, 24/7.
  • Access to a searchable database of information: A knowledge base (KB) includes a wealth of information, like legal documents, step-by-step workflows, product specifications, and tutorials for understanding how to use a company’s product or service.
  • Global access for branches and remote teams: Help Desk Software provides 24/7 support across international time zones.
  • Multi-channel support: Multi-channel conduits between support teams and end users include email, phone, instant message, social and business networks, voice, and chatbots to connect with a company's Helpdesk.
  • Getting started: Training tools – like tutorials, community forums, and demos – enable new customers, new employees, and third parties to onboard at their own pace.
  • Access to service-level agreements (SLAs): SLAs may define timeframes for resolving customer issues, enable the measurement of performance metrics, and provide a framework for conflict resolution if customers are dissatisfied with services.
  • Artificial Intelligence (AI): Generative AI features like chatbots can provide instant answers to customers and guide them to resolve queries themselves in real-time, 24/7.

Support Team Benefits

  • Automated ticket resolution: Help Desk Software alleviates support teams’ workloads by automating many manual and repetitive processes. Predefined workflows simplify onboarding and offboarding procedures. Happy customers mean fewer tickets and higher customer retention.
  • Improved support team communication: A shared Inbox will result in less duplicated effort as team members can keep track of a ticket’s history, progress, and status. Tickets may be easily escalated, re-prioritised, or farmed out to support team members with smaller workloads.
  • Regulation compliance: Help Desk monitoring software ensures business processes comply with specific industry regulations.
  • Identification of support failures: Predictive analytics and reporting software offer actionable insights to help support teams identify customers’ most common challenges and proactively plug gaps in the support process.
  • Improved resource utilisation: Ticket monitoring helps to identify possible bottlenecks in the support pipeline.
  • Keep teams on the same page: Help Desk Software ensures teams across the board – like management, finance, and human resources – are kept up to date.

Who Uses Help Desk Software?

A Help Desk is the first port of call for a company’s customers, employees, support teams (including outsourced call centres), third parties, and management to find answers to different questions they may have. While troubleshooting problems they may encounter, like:

  • Customers: Why can’t I log in?
  • Employees: When am I eligible for a device upgrade?
  • Support team members: How do I roll back to a previous software version?
  • Third-party suppliers: How can I integrate my external application?
  • Managers: How much did customer support cost this year?

Help Desk Software for Small Businesses

Initially, small businesses rely heavily on customer reviews and brand building. But, as SMBs grow, they don’t have the resources to review their services. Let alone monitor all forms of support channels. This makes the need for automated help desk functions essential.

With powerful automation, smaller support teams can focus on answering tickets. A medium-sized company will also require similar features and prioritising a scalable model for their growing business.

Help Desk Software for Enterprises

Enterprises need better collaboration between internal departments. As well as managing agents in different countries, time zones, and languages. A key Help Desk Software tool for enterprises is the ability to measure support team performance. By doing so, they can identify gaps in their processes. Helping to implement different strategies to improve and streamline efficiency.

Types of Help Desk Software

There are numerous ways to categorise Help Desk Software. It can be designed to address the needs of a specific industry, department or team, or serve to help a company achieve their service goals.

Other considerations are the number of users, software budget, and whether to choose a Software-as-a-Service (SaaS) or in-house solution.

Popular Help Desk Configurations

  • IT Help Desk: An IT Help Desk helps support teams to address computer-related issues, like network outages, hardware rollouts, and software updates. It uses automation software to track, monitor, and report on system performance and resource usage. IT support teams also depend on sophisticated security software.

  • Customer Help Desk: A customer-centric portal provides self-service capabilities for external customers to manage their accounts and resolve problems themselves. It may include multi-channel or one-on-one support for customers to communicate with company representatives. It will usually include a searchable knowledge base so that users can quickly find answers to their questions. A self-service customer portal also allows support teams to collaborate on ticket tracking through a shared Inbox.

  • Business Help Desk: Business support desks may address internal or external issues. Internal HR, finance, and marketing and sales teams may use specialised Help Desk Software like personnel, accounting, and e-commerce applications. Business associates, partners, and suppliers may use business support desks to access information about a company’s products, services, and financial standing.

Help Desk Ticket Categories

  • Technical (hardware and software) and network support
  • Product or service enquiries
  • Complaint and feedback channels
  • Account and billing management
  • Legal policies, like employment and SLA queries
  • Security and access management

What Help Desk Software Does a Business Need?

Creating a Helpdesk is an ongoing process. Changing business requirements, customer needs, budgets, hardware capabilities, and new product features will dictate what software is necessary to achieve a company’s support goals.

However, the first consideration for businesses is whether to develop a customised Help Desk and mix and match the software they want to use or buy into an existing solution. Making this decision involves researching open-source and proprietary systems, and analysing costs.

Tips for Getting Started

  1. Assign a dedicated team to Help Desk planning.
  2. Use customer and support team feedback to list the service problems that need to be addressed and the company’s support goal(s). Goals can be as varied as increasing ticket resolution or identifying missing functionality.
  3. Walk through, and report on, a typical support day, including the time taken for different tasks.
  4. Identify similar and disparate business requirements and customer needs. This will help the planning team discover what tasks a self-service portal can address that will benefit both support teams and customers. Examples of these types of tasks are account updating and ticket tracking.
  5. Identify where AI can automate mundane, labour-intensive routines, and technically challenging procedures.
  6. Identify customer support metrics, like what channels are used the most often to submit queries and how long it takes to resolve tickets.

Help Desk Software FAQs

Q

How Much Does Help Desk Software Cost?

The price for Help Desk Software ranges from £5 per agent per month for small businesses, to £150 per agent month for an enterprise plan with extensive IT service management requirements.

The cost of Help Desk Software can vary depending on several factors. Some solutions can be used for free, but with limited access to features and roles, such as Zoho Desk and Jira Service Desk.

Whereas other help desk platforms are charged monthly via a subscription model like Zendesk, Teamwork Desk, and ServiceDesk Plus from Manage Engine.

As well as being impacted by features, help desk prices are available in multiple types. Pricing for Help Desk Software can be:

  • Free

  • Subscription-based (monthly or yearly)

  • Paid per-user

  • Part of a software bundle

  • Customised by quote

Q

What Are the Different Types of Help Desk Software?

Help Desk Software is available to businesses in several different forms. Each type of help desk is dependent on the size of a company. As well as the amount of support staff and a business’s allocated budget. Typically, there are four types of Help Desk Software:

Cloud Help Desk Software

Cloud Help Desk Software is an SaaS application. It is hosted entirely on a vendor’s servers and loaned to a business in exchange for payment. Businesses can access their cloud-based solution by logging into a dedicated web page. Or, in some cases, by installing a desktop or mobile app.

Cloud-based tools are often a cheaper option, which makes them popular for smaller businesses. They are also easy to set up and maintain. The only drawback to a cloud-based help desk solution is that an internet connection is required.

On-Premise/Self-Hosted Help Desk

Self-hosted Help Desk Software, also on-premise, is a licence brought and owned by a business. Once a company owns the licence, they will have to host it on their own servers. This eliminates the need for a monthly fee and requires only purchasing and set-up costs.

Self-hosted solutions provide more control over a company’s data and security. As well as providing more customised capabilities. However, there are disadvantages to having an on-premise system. It requires investment in hardware, such as servers, and a dedicated IT team to run them. As well as needing additional purchases for data backups and security.

Open-Source Help Desk

Open-source Help Desk Software is a highly customisable solution. It allows developers and technicians to build their own tools by having access to the source code. This allows businesses to create a completely customised platform without limitations. However, open-source software can be expensive and time-consuming. It requires IT professionals to build it and technical teams to provide security.

Enterprise Help Desk Software

Enterprise Help Desk Software is exactly that; a help desk solution for enterprises. It offers robust features that won’t be found in other help desk tools. Such as IT asset management and enterprise reporting. Enterprise platforms are designed to enable support for all customers; internal and external. As well as being highly configurable and customisable. However, they can be an expensive help desk option.

Q

Can Help Desk Ticketing Systems Be Used For Social Media Customer Service?

Yes. With social media integration, support teams collect tickets from channels such as Facebook and Twitter. Tickets can be set up to detect direct messages, comments, and tags. This works by having social triggers. Meaning the system automatically detects a request from a channel and turns it into a ticket. Tickets are then placed in a centralised dashboard. Here, IT managers can assign them to specific agents and choose whether to prioritise them or not.

Replying to requests on time is crucial when looking to retain customers. As well as attracting new customers and building brand loyalty. Help desk tools provide the necessary integrations to increase the efficiency of customer responses. Particularly with the use of automated ticketing systems. This is a valuable feature for identifying and answering requests across communication channels. Including email, phone, live chat, and SMS.

But, the majority of customer-focused companies will require a social media integration. With 47% of customers preferring to contact businesses via social media channels. Not only can this improve customer service experiences, but it will also make sure that comments and messages across social channels do not go unanswered. By not responding to customer requests, businesses risk damaging their brand and reputation. As well as repelling potential new customers.

When integrating social media with a ticket system, there are factors that customers will expect. For example, 12% of customers will expect a response within 30 minutes. And 25% of customers will expect a response later the same day.

Q

Can a Help Desk Solution Replace a Shared Email Inbox?

Replying to queries on time is one way to improve customer service levels. As is offering the best email support service they possibly can. With 62% of customers using a business’s email support channel.

Handling two to three emails a day in an email system is fine. It’s easy to organise customer requests and queries. As well as track a support agent’s answers and replies. But, as a business grows, so does its customer base. With this growth, comes more questions and requests. Sooner or later, email systems will become near impossible to manage the uptick of incoming requests.

When Is It Time to Swap a Shared Email Inbox for Help Desk Software?

Ahead of social media and live chat, email support is the preferred choice of communication for customers. Only phone support is used more than email. So, it’s important to know when the right time is to switch to an automated ticketing system. Be sure to watch out for signs such as:

  • Tickets being left open and forgotten about

  • Agents use memory to search and find requests

  • Sending follow-up emails to an original customer query

  • Businesses receiving bad reviews about the quality of their email support

  • Agents not responding to questions within a day of receiving them

A timely response is important to improving the customer experience. Keep in mind that over 80% of customers expect a response within one day. While 30% expect a response within one hour.

What Are the Benefits of Moving Away From Email?

Switching to Help Desk Software allows support teams to deliver a more efficient level of customer support. The benefits of using Help Desk Software instead of an email system include:

  • Assigning team members to individual tickets

  • Categorising tickets in order of priority

  • Setting alerts and notifications to improve response times

  • Analysing metrics to improve processes

  • Receiving tickets from other channels such as Facebook and Twitter

Q

Is Help Desk Software Right for a Small Business With a Small Support Team?

Small businesses need an efficient way to handle each incoming customer request. They must do so, as building a good customer base is crucial for a smaller business.

Unlike large companies, SMBs have only a handful of employees that deal with customer support. In some cases, that may also include the support manager. Making it hard to prioritise work tasks and meaning customer requests go unnoticed or unanswered.

This can also be an issue if a business provides multiple lines of communication. Such as email, phone and SMS, as well as social media. With so many channels that need maintaining, a limited application such as Outlook or Gmail just can’t cope.

Factors are holding small business owners back when it comes to purchasing a help desk solution. These include:

Price

It’s common to believe that Help Desk Software is expensive. But, that’s not the case. The majority of help desk solutions are available as SaaS. These can be purchased via a manageable monthly pricing subscription. This is handy for businesses working with a smaller budget. With many vendors providing the option to cancel at any time.

Training

Support managers may be worried about the time it takes to train staff in a new system. If they’ve chosen the right tool, hopefully, they’ll have a system that is already familiar and easy to use. Either way, vendor’s provide relevant training in the form of videos, online webinars, and documentation. Not to mention offering 24/7 support and live chat.

Installation Time

Contrary to on-premise models, help desk solutions can be implemented and deployed instantly. With cloud-based and web-based programs, it’s as simple as downloading an app. Small businesses can integrate external programs and data within the same day of purchase. Compared to larger companies that may more data to migrate.

Q

Help Desk vs. Service Desk: What’s the Difference?

An IT service desk covers a broader range of IT support operations. It acts as a single point of contact for service providers and end-users. Whereas a help desk focuses on problem-solving, a service desk goes beyond that. Helping to manage IT incidents, requests, and communications.

ITIL defines a service desk as “the single point of contact between service providers and users. It manages incidents and service requests. And also handles communication with the users.”

Difference between IT Service Management and Help Desk

A service and help desk are seen as two varying forms of customer support processes. Although they can be interpreted as having no significant difference between one another. Defining the two variants can depend on several factors. Including business size and the depth of support operations. As well as the type of customers a business serves.

Q

Does Help Desk Software Include Remote Support Access Tools?

Remote support access is a feature used to provide first-hand remote technical assistance to end-users. It allows IT personnel to connect to and control a device from a remote location via a secure network. To resolve technical issues without requiring physical access.

Accessing a device remotely can have several benefits for both IT departments and customers. Benefits of remote access include:

  • Providing instant off-site support to end-users

  • Reducing disruptions to productivity

  • Increased first-time fix rate (FTFR)

  • Providing a better customer experience

Remote access is usually part of a more robust help desk solution, such as Enterprise Help Desk Software. But, it’s a feature that is much sought after, especially in complex fields such as security and IT. With a rise in employees working off-site, remote access tools are on the rise.

Q

What Is a Web Help Desk?

Web Help Desk Software is a help desk system specifically used for online, web-based support interactions. It is also referred to as cloud Help Desk Software and web-based helpdesk.

Whereas a help desk - such as an enterprise help desk system - has the functionalities to raise tickets and track issues from both call centres and online, a web help desk focuses exclusively on providing online support, both internally and externally.

The benefit of a web-based help desk system is the ease of use. It is accessed by opening a web browser and accessing data in real-time through cloud services. Meaning there is no need to download applications onto devices or purchase infrastructure - like some on-premise solutions.

Q

What Industries Benefit Most From Implementing a Help Desk Software?

Help desk tools have been designed for multiple industries and types, including:

  • SaaS help desk: A SaaS help desk is a support tool designed for organisations delivering complex software applications. This helps customers navigate a recently installed tool with the right technical support.

  • Retail help desk: A retail help desk (or ecommerce help desk) is designed for online businesses selling a product or a service. This offers issue tracking and 24/7 assistance features to help customers resolve issues like lost passwords, order updates, and return policies.

  • Enterprise help desk: Designed for large organisations looking to build a reputable brand for exceptional customer service. An enterprise help desk provides features for analysing key data, supporting customers in different time zones and languages, and categorising a large intake of tickets.

  • IT help desk: IT help desks are built with internal technical requests in mind. Providing the tools to track and solve issues such as network issues and login requests.

  • HR help desk: HR help desk systems are set up for HR leaders and teams to resolve employee issues, tracking tickets from internal communication channels like email and Slack.

Q

What Are the Challenges of Implementing a Help Desk Ticketing System?

  • Security implications of Bring Your Own Device (BYOD) practices: To avoid security problems when support team members use their own devices at work, businesses need to implement a secure BYOD policy.

  • Learning curve challenges: Additional support from external consultants may be required to implement and manage specialist help desk systems.

  • Employee buy-in: Employees may baulk at doing things differently and may need training to get to grips with new features.

  • Cost implications: Investing in Help Desk Software requires a financial outlay. However, some software suppliers offer free trials. While open-source software can appear to be a cost-effective option, external or internal support may be costly.

Helpful Guides For Help Desk Software Buyers

Deploying Multichannel Strategies to Improve Customer Support

28th Oct 2021

Multichannel support is key for customer retention and providing support on essential channels such as live chat, email, and social media.

How IT Service Management Tools & ITSM Processes Build IT Customer Service Success

19th Aug 2024

Understand how IT teams can benefit from efficient & productive gains in their end-to-end delivery of IT services, as well as comparing the differences between an effective IT Service Management tool with a Help Desk and Service Desk solution.

How Live Chat Integration Works to Meet Customer Demand & Expectations

30th Oct 2021

With 77% of visitors leaving a site without a live chat function, live chat support is an essential form of communication for both customers and support teams.

What Is an IT Service Desk: The Capabilities, Benefits & Distinctions

8th Jun 2021

An IT Service Desk takes a more proactive approach in support tasks when compared to ITSM & Help Desk. But how beneficial is it for IT organisations?

How Automated Ticketing Systems Are the Driving Force of Help Desk Success

23rd Feb 2023

Improving support efficiency & increasing customer retention; Discover why a help desk ticketing system is essential for any customer-focused business.

How to Build a Knowledge Base That Actually Works

23rd Feb 2023

Need to improve support agent productivity and customer satisfaction rates? Here's why you need a well-managed and maintained knowledge base with your help desk system.

Best Help Desk Ticketing Systems for Budget-Conscious Small Businesses (SMBs)

18th Aug 2020

Discover the importance of help desk software for small businesses & how managing your support processes can enhance your customer service.

Best Customer Retention Software Tools & Methods For Maximising Your CRR

3rd Nov 2021

Businesses spend 5 times more on acquiring new customers than retaining existing ones. Utilise your help desk tool & start building a customer retention strategy.

How Customer Portals Can Improve a Customer’s Self-Service Journey

4th Jun 2024

Improve your customer satisfaction levels by using self-service portals. Learn why these online resources are essential for maximising retention rates and increasing CSAT scores.

How to Ace Retail Customer Service With Best-In-Class Support For Online Customers

30th May 2024

Retail customer service is the art of helping customers through real-time assistance, problem-solving, and active engagement. Good customer service sets a business apart. Companies with a customer-centric culture are 60% more profitable than companies without.

How to Establish a Successful Social Media Customer Service System

6th Nov 2024

Establishing a successful social media customer service system comes down to using the right monitoring tools and communication techniques.

How to Build a Thriving Customer Service Management Team

15th Nov 2024

Building a customer service management team is challenging. It requires detailed hiring and training processes for various agent personas and implementing different workflows for solving simple and complex customer issues.