Internal Requests

Emails get lost. Spreadsheets don't scale. SimplifyIT turns staff requests into routed, trackable tickets - so internal work actually gets done. Whether it's IT, HR, or facilities, every request goes to the right place, every time.

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Handle Internal Requests Without Email

  • Staff request forms for HR, IT, facilities, and more
  • Route tickets automatically based on category or department
  • Custom priorities and workflows for each request type
  • Email notifications built-in, only when needed
  • Status tracking for both staff and admins

Turn "Can You Help With..." Into Action

Whether it's a broken printer, a leave-of-absence form, or a vendor login issue - staff just pick the request type, fill it out, and it goes to the right person. No guessing. No forwarding. No chaos.

Built-In Reporting and Visibility

Supervisors can track resolution times, ticket volume, and team responsiveness - all without exporting data. Stay on top of internal workload and spot bottlenecks early.

Designed for Banks and Credit Unions

Other help desk tools are built for software companies. Ours is designed for credit unions, banks, and internal teams who need clean routing and strong accountability - not a full-blown ITIL implementation.

Pair With These Features

 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Instant Search
 
Instant
 
Search
Smart, relevant
real-time, Instant
Search - restricted
by role.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦