Keeping Track of My Business with BoldDesk®

Background

Since 2018, Avestor Inc. has given clients the tools to raise their capital and achieve their financial goals. Today, Avestor has helped 200+ companies create their own funds with thousands of individual private offerings. In doing so, they strive to make participating in private markets accessible to everyone.

Challenge

For businesses, keeping track of daily activities is critical. As soon as Chirag Shah, the CTO at Avestor, realized the company’s disorganization was detrimental to their everyday operations, he began searching for a support solution.

“It was challenging to find a unique and organized space for all our data,” he said. “We also lacked a tracking system for our daily activities.” Avestor needed an all-in-one help desk tool to better manage their business, so Chirag turned to BoldDesk®.

Solution

Thanks to BoldDesk’s scalable support, Avestor has leveled up its supervision. “We use BoldDesk to track our work progress. It’s easy to have all our work in an organized and traceable system,” Chirag said. “Now, we have the ability to trace each and every document within the shortest time possible.”

Chirag was particularly impressed by the BoldDesk ticketing system. “Now, our ticketing system is easy, swift, and accurate,” he said. Between its AI-powered automation, multilingual capabilities, customizable workflows, and enterprise-grade security, the BoldDesk ticketing system gives businesses the ability to track, manage, and resolve issues faster than ever.