TaskDesk CRM
Simplify Sales. Master Management
From sale to hire or purchase, through to full management, scheduling, and workflow – all customised to your business model.
Streamlined Dashboard for Sales through to Workflow Management
The TaskDesk CRM dashboard is designed to keep everything at your fingertips. With a clear visual layout, you can easily track leads, opportunities and sales through each stage, assign tasks or staff members, and log all correspondence in one place.
Once a sale or booking is confirmed, the interface seamlessly transitions into post-sale management, allowing you to handle scheduling, delivery, services, and follow-ups with the same ease.
TaskDesk CRM Highlights
- Track every lead with a visual sales pipeline. The intuitive dashboard gives your team real-time access to pipeline stages.
- Perfect for hire, sales, bookings and more, TaskDesk CRM adapts to your business. Custom workflows streamline operations for any model.
- Integrated stock control helps track availability in real time. Build and send accurate quotes quickly, with product data pulled directly from your inventory.
- New leads and enquiries are highlighted for quick action.
- Customisable layout tailored to your workflow and priorities.
- Visual pipeline tracking from lead to sale to aftercare.
- Assign staff members and tasks directly from the dashboard.
- Log calls, emails, and updates in a unified client timeline.
- Integrated calendar view for managing bookings and appointments.
- Seamless transition to post-sale tools like scheduling and delivery tracking.
- After the sale, TaskDesk CRM keeps working. Managing orders, scheduling, tracking delivery and appointments are all within its capability.
Tailored Flexibility Customised to You
TaskDesk CRM is built for flexibility — use it your way. Whether you need a focused sales tracker, workflow manager, inventory control, quoting tool, or all of these combined, the system adapts to your needs. Use it to manage quotes, track stock, or streamline your day-to-day operations. You choose the features that fit your business, and we shape the platform around your model.
Insightful Reporting & Analytics
TaskDesk CRM makes understanding your business simple with built-in reporting tools that visualise your data clearly. Generate custom sales reports, track trends over time, and export spreadsheets, graphs or charts tailored to your needs. For deeper insights, we can integrate your CRM with Google Analytics, This gives you a complete picture of performance across your website and back-end operations.
Stock Control & Quote Building
TaskDesk CRM includes a built-in product catalogue that does more than just list your items. It enables real-time stock control, helps build accurate quotes, and supports upselling with clear product options and add-ons. Whether you’re selling, hiring, or offering services, you can fully manage your inventory and streamline operations from one central system.
