For Small Business
Nothing to install
Hosted on our secure servers.
Easy to use
Easy to reach & employ.
Constant improvement
Features are added regularly.
Our Powerfull Features
Flexibility
We have included options that will make 2Desk to fit for your company requirements.
Responsive
2Desk is fully responsive. You can easily access your data from mobile or tablet.
Invoices
2Desk allows you to keep in track your invoices, items and generate reports.
Recurring Invoices
Create recurring invoices that will be re-created automatically without you lifting a finger.
Recurring Expenses
Set up a recurring expense and the expense will automatically be re-created.
Estimates
Create estimate within a minute, sent to your customers and wait to accept,
Estimate Request
Used to calculate the cost of the labor, material, and other resources.
Proposals
Create good looking proposals for leads or customers and increase sales.
Contracts
You can add new contracts based on your clients.
Online Payments
Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree.
Projects
Manage projects and track time spent on project for each staff member.
Milestones
Create milestones for projects and track time spend based on milestone.
Leads Management
Keep track of leads in one place and easily follow their progress.
Web to Lead Forms
Create unlimited web to lead forms and inject in your landing page or website.
Custom Fields
For customers, leads, tickets, invoices, comapany, estimates and more.
Activity Log
Track all staff activity. Adding new items, creating, deleting.
Staff Reminders
Setup staff reminders for staff member with ability to notify by email and built-in.
Theme Styling
Style the CRM to your company branding with the powerful theme styling feature.
Email Templates
Setup predefined email templates from text editor.
Staff Roles & Permissions
You can give staff a specific permissions what can do or can’t do.
Goals Tracking
Use the Goals Tracking feature to keep sales goals in mind.
Personal Todo
Every staff member can have their own personal todo dashboard
Staff Tasks
Assign task to employees, add followers, comments allowed and task attachments.
Surveys
Create surveys with one click. Send to staff, leads and clients.
Credit Notes
Reduce or cancel the amount of an invoice already issued.
Items
You can create, edit and manage items.
Multi-Currency
This is especially useful for companies that have customers in different countries.
Multi-tax
This is especially useful for companies that have customers in different countries.
Announcements
Shares important information, news, or upcoming events.
Calendar
Keep your schedule private in a secure calendar app.
CSV & PDF Export
Download your transactions in both CSV and PDF formats.
E-Sign
Sign documents with a electronic signature.
Invoice Templates
Design your own official invoice for any type of business.
MFA Authentication
Method that requires more than one form of verification to access an account.
Google reCaptcha
Available for admin login, customer login and customer register area.
Media Library
Store, organize, and manage digital assets such as images, videos, audio etc...
Full Reports
Reports for Sales, Expenses by customer, Custom date picker, Leads Conversions.
Data is encrypted
2Desk encrypts all sensitive data in the database with unique encryption key.
SPECIAL OFFER - For a Limited Time
Only $4.95 CAD per account, per month
14 Days Free - No credit card required
Customers Area
The client area is completely separate from the administrator area. Each client has their own portal where they can track all of your company's financial data.
it's only $4.95 /month