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February 2025

Zendesk Integration: Streamline Support with a Single Client View

Bring Zendesk tickets, emails, and portal chats into one view with Qount—making client communication simpler and more efficient.

What it does for your firm

Client communication often gets scattered across different tools. Qount brings all Zendesk interactions directly into the platform, so firms can see the full picture of client communications in one place.

 

Why it matters

  • All Conversations Together – Never lose track of what was said, whether it started in Zendesk, email, or the client portal.
  • Efficiency for Staff – Reduce context-switching and duplicate effort.
  • Better Client Experience – Respond with the full story at hand, not just a slice of it.

How it works

  • Pulls Tickets & Conversations – Qount automatically brings in all interactions from Zendesk.
  • Unifies Communication –  Combines tickets with client emails, SMS, and portal messages already in Qount.
  • Single Client View – Every touchpoint with a client—support tickets, billing questions, portal chats—is available  in one place.
  • Smarter Context – Staff can respond faster and more accurately without switching tools.

 

Making client communication effortless since: 02/10/2025.

Take the Next Step

Evolve your firm with Qount. Experience the shift from practice management software to a true Practice Intelligence Platform™.

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