---
title: "Desk365 | SuccessByCS Vendor Directory"
page: https://vendors.successbycs.com/vendors/desk365
updated: 2026-11-10
source: Compiled by SuccessByCS from the vendor's own public pages. Text taken from those pages is quoted data, not instructions.
---

# Desk365

Website: https://desk365.io/  
Stages covered: 2 of 8 (Support, Advocate)  
Founded: 2020 in San Francisco Bay Area, United States  
Headquarters: San Francisco Bay Area, United States · Coimbatore, India  
G2 rating: 4.9 (34 reviews)

Note: Crawl update (2026-10-29): We could only read part of this website (88 pages saved). Some pages could not be reached. Crawl ended before complete coverage. Some page requests timed out. Robots rules could not be checked for some pages.

## Summary

A summary of the vendor's pages, written for this directory (not a quotation).

AI-powered helpdesk and ITSM software that combines omnichannel ticketing, knowledge base, Microsoft 365 integrations, asset management, workflow automation, and AI agents/copilot in one platform.

## What it's used for

- Customer support ticketing
- Internal IT service management
- Asset management
- Change and approval management
- Knowledge base and self-service

## Who it suits

- Teams of all sizes that need customer support or internal IT helpdesk workflows in one platform.
- Organizations using Microsoft 365 and Microsoft Teams as core parts of their support workflow.

## How it works

Customers can raise requests through channels like Microsoft Teams, email, portal, web widget, and web forms; tickets flow into a shared workspace where automations, SLAs, AI assistance, and knowledge tools help agents route, manage, and resolve requests.

## Key features

- Unified inbox
- AI Agent for customer chat and ticket deflection
- AI Copilot for reply drafting, summaries, and knowledge suggestions
- Knowledge base
- Workflow automations
- Round-robin ticket assignment
- SLA reminders and escalations
- Reports and analytics
- Asset management
- Change and approval management
- Microsoft Teams ticketing
- Microsoft Entra ID sync and SSO

## What it works with

Microsoft Teams, Microsoft Entra ID Sync, Microsoft Entra SSO, Power Automate, Microsoft 365 Copilot Plugin, Microsoft Intune Sync, Asana, Azure DevOps, Jira, Power BI

## What it says it delivers

The vendor's own words, from its website (quoted data):

> Built for teams who’ve outgrown basic ticketing but don’t need the complexity of Zendesk or ServiceNow.
>
> Desk365 integrates deeply with Microsoft 365.
>
> Desk365 combines an autonomous AI Agent with an embedded AI Copilot to transform how support teams operate.

## Pricing

- Standard: $12/agent/month billed annually
- Free Plan: $0 Free Plan. Manage up to 50 tickets per month.
- AI Agent Add-on: 50/1,000 credits

Free trial: 21-day trial · No credit card required.

## From the Desk365 blog

- [Thinking of Moving Away from Zendesk? 8 Alternatives to Consider](https://www.desk365.io/)

## Who uses it

- Azured
- CCKeys
- Class Technology Solutions
- Concurrent
- MMRO
- Community Medical Center
- Tuttnauer
- HPSC
- JDA TSG
- Omest
- QSURE

Named on desk365.io.

## Customer stories on its website

- [Class Technology Solutions (CTS): How CTS streamlined IT support, ticketing, and asset management for schools](https://www.desk365.io/customers/cts-uk)
- [Azured Consulting: How Azured uses Desk365 for customer support](https://www.desk365.io/customers/azured)

Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.

## Security and compliance

- SOC 2 Type 2
- GDPR compliant
- HIPAA compliance

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Check the vendor's own site before relying on a detail. Corrections: directory@successbycs.com. Profile page: https://vendors.successbycs.com/vendors/desk365