Save Time & Money
2Desk can start and grow your business.
Nothing to Install
Hosted on our secure servers so you don't need to install anything. Automatic and frequent updates.
Easy to Use
Get started straightway and save yourself from spending hours figuring out how to do basic tasks.
Ever Improving
Our constant effort to make better Softwares gives you new features regularly without any extra cost.
Poweful Feature
Customers
Create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.
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. Proposal overdue notice before X days available.
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
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
Web to Lead Forms
Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into 2Desk CRM from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.
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.
Tickets
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments and much more.
Knowledge Base
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Media Library
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.
Roles & Permissions
You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.
Theme Styling
Style the CRM to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles.
Multi-Company
Managing Multi-Company from single dashboard with separate database for each company.
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