Customer Relationship Management System For Small Business
2Desk can help you look more professional to your customers and help improve business performance at the same time.
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Powerful Managing System
2Desk can helps in several ways
Manage and invoice projects with the powerful Project Management Feature.
Assign Task
Link tasks to many features and stay organized. Track time spent on tasks and bill your customers.
Customer Contracts
Add new contracts based on your clients. Create PDF contracts and send to your customers.
Organize Your Leads
Keep track of leads in one place and easily follow their progress, import leads from email, add notes, create proposals.
Sales & Billing
Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
Create Proposals
Create good looking proposals for leads or customers and increase sales.
Save Time and money
Customers Area
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.
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What are the benefits
for Small Business?
For small businesses, 2Desk is invaluable in helping manage customer interactions and track growth opportunities. It centralizes customer data, enabling businesses to stay organized and deliver personalized service without the need for a large team.
Multi-Company
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.
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