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Close deals

Sales

The one sales platform for your whole team.

Call, text, and email directly from a single screen. Build custom workflows with automated follow-up sequences and smart reminders.

Put your sales team on autopilot and watch your sales take off.

SmartDesk CX lead record showing the communications timeline and sales pipeline workflow stages
The all-in-one sales workspace

Everything your reps need to sell

No bolt-on dialer and no extra subscription. Every rep gets a real phone number, customizable pipelines and the automation to move deals forward faster.

Capabilities

What you get with Sales

  • Customizable sales pipelines — your own stages, opportunities and reps
  • Integrated voice calling from the browser
  • Built-in virtual phone system — local or toll-free, a unique number per rep
  • Call recording & download; auto-logged calls and SMS as activities
  • Add notes during live calls
  • SMS messaging and direct emailing with templates and snippets
  • Embeddable sales/lead forms for any website
  • Automated sales workflows and triggers
  • "Likely to close" scoring algorithm
  • Leaderboards, goals, pipeline dashboards and lead-response-time tracking
Integrated communications

Call, text and email — without leaving the deal

The virtual phone system, SMS and email live right inside the pipeline, and every interaction auto-logs to the contact so nothing slips.

Unified communications panel showing a call, a text message and an email, with Call, Text and Email buttons
Pipeline & forecasting

Run your whole pipeline in one view

Drag deals through clear stages, see weighted forecasts and spot what needs attention — so reps focus on the deals most likely to close.

  • Visual, customizable sales pipelines
  • Weighted forecasts and win-rate tracking
  • Tasks, reminders and next-step nudges
  • Manager dashboards and leaderboards
Sales pipeline and forecast dashboard
Quotes & forms

Capture and qualify faster

Send branded quotes and capture inbound leads with smart forms that create records and trigger the right follow-up automatically.

  • Branded quotes and proposals
  • Smart forms that create lead records
  • Automatic assignment and follow-up
  • E-signature and acceptance tracking
Quote and lead-capture form
Explore more

More of the platform

Every module shares one customer record — turn on what you need and add the rest as you grow.

See Sales in action

Book a personalized walkthrough and we'll show you how it fits your team — and the rest of the platform.