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Help Desk
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ERP integrated help desk ticketing system
Manage support requests & enquires
Keep technicians or sales person informed
100% open source, customizable, affordable
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Streamline support and resolve issues faster with ERPNext Help Desk.
Manage all customer queries in one organized dashboard.
Capture tickets from email, portal, and internal users.
Set response times and auto-assign based on urgency.
Ticket Handling & Customer Interaction
Ticket Assignment & Tracking
Support Dashboard
User-friendly dashboard to support you with service issues.
User-friendly dashboard to support you with service issues.
User-friendly dashboard to support you with service issues.
User-friendly dashboard to support you with service issues.
Anytime anywhere customer calls supporting system with live notification on desktop.
Connect all network or channel data into single portal.
Enable customer emails as tickets to your inbox.
Set task assignment rule and reduce manual effort.
Respond to tickets and communicate with customer developing trust among users.
Send custom emails on requests or complaints.
Monitor support tickets with multiple assignees and manage traffic (open and close tickets).
Knowledge & Support Configuration
Organize help articles and customize support workflows, SLAs, and ticket categories for efficient service delivery.
Knowledge Base & Articles
Allow your customer to find solutions easily enabling help desk FAQs and articles.
Important technical issues are tracked, pulled by support team, and managed.
User-friendly invoice for your customers or vendors/suppliers
Trigger payable bills as notification via email or SMS reminders.
In-depth detailing of product summary with discounts mentioned in sub-total
Default or custom printable templates are configured for owners.
Handle memberships/subscriptions with an auto-invoicing system.
Avoiding time wastage on preparing monthly reminder bills.
Retain the business growth with our auto-generating invoice system.
Multi-Currency & Banking
Manage international finances and ensure banking accuracy.
Engineered online accounting entry software with custom dashboard.
Customize currency value in invoice templates easily
Quick and secure implementation of budget scenario creation.
Real-time reporting of multi-company, multi-division cash flow.
User-friendly invoice for your customers or vendors/suppliers
Trigger payable bills as notification via email or SMS reminders.
In-depth detailing of product summary with discounts mentioned in sub-total
Default or custom printable templates are configured for owners.
Ticket Management
Agents & customers can manage tickets via mobile app
Deliver faster, smarter support with help desk workflows tailored by experts.
Custom Ticket Flows
We configure categories, SLAs, and response workflows to fit your support model.
Seamless Integration
Link with CRM, email, and project modules for full visibility.
Automation Rules Setup
Minimize manual tasks with smart assignments and alerts.
Get Started Today
Let Tridots Tech streamline your accounting with ERPNext’s most powerful features.
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Get the clarity you need with these commonly asked questions.
What makes ERPNext Help Desk different?
It’s part of a full ERP suite—tickets are connected to CRM, inventory, finance, HR, and projects within the same platform
Yes—convert emails, calls (via Twilio/Exotel), chat, and web forms into support tickets
You can define SLAs for response/resolution times. ERPNext tracks them in real-time and alerts your team
Absolutely—use round‑robin or load balancing rules to distribute tickets evenly across agents
Yes—a built-in portal lets customers file and track issues, and an AI‑suggested knowledge base deflects routine tickets .
Yes—monitor team performance, first response time, ticket volume, and more via dashboards and MIS reports
ERPNext centralizes support across all channels—email, phone calls (via Twilio/Exotel), chat, and web forms—automatically converting them into tickets for unified handling.
Yes—you can define SLAs with response and resolution times (since v13 you can even pause/resume them), and automatically assign tickets using round-robin or load-balancing rules
Is there a knowledge base and self-service portal?
Absolutely—a built-in customer portal lets users view and track tickets. The knowledge base provides relevant FAQs and articles to reduce repetitive queries.
ERPNext includes dynamic dashboards and reports like issue analytics, first response time, and team performance metrics, offering real-time insights into support operations.
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