Our Powerfull Features
Our features designed to give your business a more reliable IT experience.
Flexibility
2Desk CRM is really flexible, we have included options that will make 2Desk CRM to fit for your company requirements. Easily manage your customers and their contacts, hundreds options included.
Invoices
2Desk allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.
Recurring Invoices
Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.
Recurring Expenses
Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years
Estimates
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.
Proposals
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal.
Online Payments
Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.
Projects
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
Purchase Order
A dedicated purchase order (PO) module for sales. It allows you to create purchase order. Convert Estimates to PO or create one. PO can be converted to DVL and Invoice.
Leads Management
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms.
Staff Roles & Permissions
Manage all your staff members from one place. You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.
Contracts
You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents.
Subscriptions
Bill your customers in a more faster way based on subscription billing, you will need to have active Stripe account in order to use this feature.
Tasks
Assign task to multiple employees, add task followers, task comments allowed, task attachments. Create tasks that will be auto created for a given period.
Events
Create private or public events. Receive notification when an event is coming built-in and email. No coding is required.
Milestones
Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.
Email Templates
Setup predefined email templates from text editor. Merge fields available and multi language options available.
Reports
Reports Sales, Expenses Report, Reports by customer, Custom date picker, Leads Conversions, Knowledge base articles.
Email Templates
Setup predefined email templates from text editor. Merge fields available and multi language options available.
Multi-currency
This is especially useful for companies that have customers in different countries.
Media Storages
Upload files in media library. Each staff member that is not admin have their own folder for uploading files.
Surveys
Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.
Data is encrypted
2Desk encrypts all sensitive data in the database with unique encryption key. Encryption performed on email passwords, api keys, api passwords etc.
Theme Styling
Style 2Desk to your company branding with the powerful theme styling feature. No coding is required.
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.
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