CustoDeskCustoDesk
See every package
See every offer
Sign inBook a demo

Everything your sales team runs on, in one app.

A pipeline your reps keep current, follow-up that stops the moment someone replies, and commission that works itself out.

An example sales pipeline for an agency: deals in four stages, each with its value and who owns it, and a deal just won with its commission added for the rep.

A forecast you can believe.

Every open deal counts at its chance of closing, month by month, against the target you set.

An example forecast: for each of the next three months, what the open deals are likely to bring in, weighted by their chance of closing, against the month's target.

Follow-up that knows when to stop.

Outreach in several steps, sent from your own mailbox, that stops the moment they reply.

An example outreach sequence: two emails sent from the business's own mailbox, a reply from the prospect, and the third email not sent because they replied.

Commission without the spreadsheet.

Set the plan once. Every won deal drops its commission into a ledger to approve and pay, with a leaderboard the team can see.

An example commission ledger with each rep's commission on a won deal and whether it is approved, waiting or paid, and the month's leaderboard.

Won deals become customers.

A won deal hands over to the customer's profile and can start their subscription, so nobody retypes what was agreed.

An example won deal handed over: its lines carried onto the customer's profile, and the monthly care plan started as a subscription.

What Sales does

What keeps a pipeline honest and a team selling.

  • Your own stagesMore than one pipeline, each with the stages your team actually sells through.
  • Reps see their ownLimit a rep to their own deals and leads, and keep the rest of the pipeline yours.
  • The history on the dealCalls, meetings, notes and every stage it passed through, so a handover takes minutes.
  • Leads before they coolEvery lead shows how long it has waited, so none goes cold unseen.
  • Email from the dealWrite to the customer from the deal itself, starting from your own templates.
  • Bring your pipelineImport deals and leads from a spreadsheet, and save the views you use every day.

Before you start

Can reps see only their own deals?

Yes. Limit any rep to their own deals and leads. Owners and admins see the whole pipeline.

Does follow-up send from our own email?

Yes. Outreach goes out through your own mailbox, reads as a person writing to a person, and stops when they reply.

Can I bring my deals from another CRM?

Yes. Export them as a spreadsheet and import them here, deals and leads both.

How is commission worked out?

You set the plan once. Each won deal adds its commission to a ledger, where you approve it and mark it paid.

Do I pay for each sales rep?

No. There is no charge per team member, however big the sales team gets.

Know what is closing, and close more of it.

Book a demo

We set it up around your business. Free for 14 days.

See what each app costs