FundNET Integrates Phone, Help Desk, & CRM with DialogTech Challenge President Jonathan Hunt wanted an automated way to increase support for FundNET’s advisor clients. They also needed to ensure that all support requests received via phone were automatically entered and tracked in Zendesk, the company’s web-based help desk ticketing software. At the time, their existing phone company charged FundNET high rates for basic phone, voicemail and toll free services – which did little to help either the company or its clients. FundNET knew there had to be a better, more cost-effective, solution. Solution DialogTech’s solution for managing client interactions was ideal because it could easily integrate with best-in-class solutions like Zendesk. DialogTech helped FundNET setup the following soluti

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