Best CRM Instance For Small Business
2Desk is invaluable in helping manage customer interactions and track growth opportunities. It centralizes customer data, benabling businesses to stay organized and deliver personalized service without the need for a large team.
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for small businesses
Customer Relationship Management
Manage and invoice projects with the powerful functionality of 2Desk's project manager.
Assigning Tasks
Link tasks to multiple features and stay organized. Track time spent on tasks and bill your clients.
Customer Contracts
Add new contracts based on your clients. Create PDF contracts and send them to your clients.
Organize Your Prospects
Keep track of leads and easily monitor their progress, import leads from email, create proposals.
Sales & Billing
Record your company/project expenses and the ability to invoice your clients or automatically convert them into invoices.
Create Proposals
Create attractive proposals for prospects or customers and increase sales.
Customers Area
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. The customers area is fully separated from the admin area. Each customer has their own portal where they can keep track of all financial data from your company.
Multi-CRM Instances
Managing Multi-Company from single dashboard with separate database for each company. Perfect for Digital Marketer and Accounting agencies for managing clients CRM instances from single dashboard.
What are the advantages?
For Small Businesses
For small businesses, 2Desk is an invaluable tool for managing customer interactions and tracking growth opportunities. It centralizes customer data, allowing businesses to stay organized and provide personalized service without needing a large team.
Why pay for something you don't use?
Try 2Desk for free, and explore all the modules you need to start, run, and grow your business.
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