Build Something Great
Theme Styling
Style 2Desk to your company branding with the powerful theme styling feature.
Admin Menu Setup
Extend the default menu setup module to allow customizing Admin Portal Menu items.
CSV Export Manager
You can use the CSV Export module to share data with programs that accept CSV files as input.
Multi-Factor Authentication
MFA protects personal data, which may include identification documents or financial assets, from access by an unauthorized third party.
Surveys
Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.
Tasks
Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many 2Desk features and stay organized. Create recurring tasks that will be auto created for a given period.
Goals Tracking
Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind. People endeavour to reach goals within a finite time by setting deadlines.
Credit Notes
The seller issues a credit note to the buyer, acknowledging a reduction in the amount owed. It allows the buyer to reduce a future payment either or adjust an outstanding invoice, but the seller makes no immediate cash payment.
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.
Estimate Request
Create forms that your customers or potential customers can use to request an estimation of cost for services or products from your company, the estimates request feature give you the ability to add various types of fields that can be tailored for your company requirements.
Stripe Subscription
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.
Knowledge Base
Knowledge base module helps you manage and share your team's internal knowledge, and build a public help center for your customers. “Did you find this article useful?” vote included in clients area.
File Sharing
File Sharing is an online file sharing platform that can be used to share multiple files among clients, partners and colleagues. The files can be sent by email or an url that can be shared with everyone you would like to.
PublishX - Content Management
Publishing and managing content has never been easier or more efficient thanks to PublishX's innovative features and intuitive interface. At its heart is the "Automatic Article Writing with AI" feature, a revolutionary feature that harnesses the power of AI to automatically generate high-quality, engaging articles.
Support Ticket System
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.
Accounting & Bookkeeping
Accounting is the process of recording and tracking financial statements to see the financial health of an entity. This is done by inputting, sorting, measuring, and then communicating transactions in various formats. Bookkeeping, or financial accounting, consists of recording transactions, which can include purchases, sales, and receipts of an individual or an organization.
Recruitment
Recruitment Module is a set of tools designed to automate and manage your organization’s recruiting and staffing operations. From posting your jobs to keeping applicants connected and engaged throughout, Recruitment Module lets you manage your entire recruiting process. Reduce routine tasks such as scheduling interviews by automating your recruitment software and free up your schedule for more pressing activities.
Inventory
Inventory Management Module is a tool that allows you to track goods across your business’s supply chain. It optimizes the entire spectrum spanning from order placement with your vendor to order delivery to your customer, mapping the complete journey of a product. Through accurate tracking of goods, businesses can minimize waste, analyze trends, and make better investment decisions.
Fixed Equipment
Fixed Equipment Management Module helps in the management of the assets, improves efficiency and help in financial arrangements of by avoiding unnecessary equipment purchases. This module provides important details such as check-in and checks outs, a location of the assets, depreciation, audit, maintenance schedule, date of return of the assets among other details.
These modules require a basic subscription. They are not standalone modules.
Smart and simple pricing structure
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.
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