The Problem
Small sales teams were drowning in spreadsheets and forwarded emails. Big CRMs were too expensive and too complex — most teams used 5% of the features and gave up within a month.
What We Built
We built an opinionated CRM that does five things really well: capture leads, run a pipeline, schedule follow-ups, log calls, and message on WhatsApp. Setup takes 20 minutes and the entire team is productive on day one.
Key Features
- Drag-and-drop pipeline by stage
- WhatsApp Business API integration for chat from inside the CRM
- Auto follow-up reminders based on stage age
- Web form builder to capture leads from any site
- Activity log and notes per contact
- Team-wide reporting on conversion and revenue
The Outcome
45+ teams are now running their entire sales motion on SalesDesk, with 12K+ leads tracked and a typical onboarding time of 20 minutes.