Use events and user actions to trigger cascading actions automatically, like simultaneously sending an intro email to a new lead and create a reminder to call.
Automatic lead routing
Route sales leads to the right people in real time automatically. Setup routes to sales teams anyway you want - by product, geographic location, etc.
Streamline business processes
Set up custom workflows to match your business needs, create custom pipelines, custom lead stages and trigger automated tasks.
Sales performance tracking
Track deals won, lost and in progress in each of your sales pipelines. Monitor rep performance by sales and velocity.
Single view of customer
Use detailed customer data with lead scoring to help prioritize leads based on their likelyhood to convert.
Nurture leads and customers by setting up sequences of personalized follow up emails.
Contact list import
Import an unlimited number of contacts from other CRMs like Zoho, HubSpot and Salesforce.
Intelligent record linking
Smart linking of contacts to organizations, marketing campaigns, support ticketing and projects.
SmartDesk uses UTM tracking to attribute all leads by campaign to know which of your marketing efforts is working.
Customizeable lead statuses
Stuck with a lead status from your CRM that doesn't reflect your company's workflow? No worries, SmartDesk allows you to create your own lead status workflow for every opportunity you want to manage.
Sales pipeline made as easy as 1-2-3
SmartDesk automates much of the sales process so that you can focus on your customers. We make it easy to see what's going on.
Automate your sales and marketing in one platform. Avoid data leaks and enable consistent messaging.
We needed a CRM solution that would be easy to use for our team and didn't require an expensive setup. SmartDesk was the perfect solution to help us grow.
CEO, Berlitz Canada.
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