Zendesk Optimization Experts

We make your Zendesk work for you.

Agile Plan Group helps businesses align their Zendesk instance with real operations and customer service goals — and we build the apps that extend it.

Data Manager · Coming Soon
Preview of Data Manager — a Zendesk Marketplace app by Agile Plan Group showing trigger drill-down with real ticket data
SMS Notify · Coming Soon
Text your customers
SMS ticket updates and two-way replies inside Zendesk.

A clear path from audit to action

Every engagement follows four focused steps so you always know where we are, what's next, and what "done" looks like.

01

Zendesk Audit

We perform a deep review of your current Zendesk instance — routing rules, triggers, channels, automations, views, ticket volumes, group usage, and more. Nothing gets missed.

02

Review & Align

We walk through the audit findings together and map out the next phases with your team. This is where we define what "done" means — so everyone is on the same page before work begins.

03

Real Work Begins

With full alignment in place, each phase is executed according to what was agreed upon in Step 2. Clear timelines, defined stakeholders, and zero surprises.

We build the Zendesk tools we wished existed.

Every consulting engagement showed us the same opportunities to extend what Zendesk offers. So we started building. Our apps are purpose-built to complement the native experience — and they're free to try.

● Coming Soon

Data Manager

for Zendesk Support

The spreadsheet view Zendesk admins always wanted. Users and Organizations in a sortable table — free forever. Pro and Auditor tiers add audit tabs and drill-down so you can see exactly which tickets each trigger, automation, and macro fired on.

  • Sortable Users & Organizations tables (Free)
  • Triggers, Automations, Macros audit tabs (Pro)
  • Click any rule, see real tickets (Auditor)
  • CSV export across every tab
Learn more
● Coming Soon

SMS Notify

for Zendesk Support

Send SMS notifications to customers when their tickets are updated. Keep requesters and CC'd contacts in the loop without forcing them to check email.

  • Ticket update SMS alerts
  • Two-way replies back to tickets
  • Full STOP/HELP compliance
  • Twilio-powered delivery
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Focused expertise, no fluff

We don't try to be everything. We specialize in Zendesk — and that singular focus means better outcomes for your team.

Ready to optimize your Zendesk?

Let's start with a conversation about where your instance is today and where it should be.

Book a Call