Small Business CRM Without a Complex Setup
Desk CRM gives individuals, founders, small businesses, agencies, and growing sales teams a simple CRM workspace for daily customer follow-up, without a heavy setup process.
Easy Setup
Start in minutes
Daily Follow-up
Built in by default
Simple Reports
No configuration needed
One Workspace
For everything
Why spreadsheets stop working
Common problems
- Leads are tracked in spreadsheets, chats, or a notebook that only one person understands.
- Follow-ups depend entirely on memory instead of a system.
- Customer notes are scattered across tools and never in one place.
- There is no clear view of what needs attention today.
How Desk CRM helps
- Capture every enquiry in one simple lead workspace.
- Create a reminder or task for each next step automatically.
- Keep contact notes, meetings, and activity together on one timeline.
- Use simple reports to see exactly what needs action today.
Everything you need, nothing you don't
The same core modules, sized right for a small team.
Lead Management
Capture and track every enquiry.
ExploreAccount Management
Organize companies and customer records.
ExploreContact Management
Keep every customer profile current.
ExploreTask Management
Assign work and track follow-ups.
ExploreMeeting Management
Schedule and log every meeting.
ExploreSales CRM
See the full sales picture.
ExploreA simple daily workflow
-
01
Add the enquiry
-
02
Follow up on time
-
03
Log notes as you go
-
04
Close or nurture the lead
Get organized without a complicated setup
See how quickly your team can start using Desk CRM.
Small business CRM FAQs
How long does it take to get started?
Most small teams can start logging leads and tasks within the same day, no lengthy setup required.
Is Desk CRM suitable for a single founder or freelancer?
Yes, the workspace scales down cleanly for one person just as well as it scales up for a team.
Can I upgrade to more advanced features as my team grows?
Yes, the same account grows with you into multi-team and enterprise-level workflows.
Do I need technical knowledge to set this up?
No, the core modules work out of the box with minimal configuration required.