Structured around how businesses actually work.
Not how software vendors prefer to charge. Stop paying for HubSpot, Salesforce, Zoho, Trello, and a help desk separately. Desk replaces them all — fully integrated, at a fraction of the cost. AI Voice is a shared minute pool — not per seat. Smart billing automatically gives you the lowest rate.
Everything your team needs. One platform.
Stop paying for five apps that don't talk to each other. Desk brings sales, CRM, support, orders, finance, and AI into one place.
Sales Pipeline
Kanban board, funnel analytics, and list views. Custom sales processes with stage gates, guided playbooks, forecasting, and commission tracking.
SMS & MMS Campaigns
Broadcast text and picture messages to targeted segments. Built-in opt-out compliance, templates, and scheduling.
Email Campaigns
Built-in email marketing with open and click tracking. Replies route straight into your sales pipeline as follow-up actions.
Smart Reply & Auto-Tagging
Campaign responses are detected, tagged, and funneled into your pipeline automatically. Leads flow in while you sleep.
Auto-Dialer
Power through call lists automatically. Queue contacts, dial on connect, log outcomes, and move to the next — no manual dialing.
Signatures & Portal
Customer portal with multi-signer support, full audit trail, and compliance-ready records. The complete round-trip, built in.
Contact Import
Smart import with automatic field mapping, duplicate detection, and bulk upload. Bring your contacts from anywhere in minutes.
Outreach Dashboard
Track campaign performance, response rates, and pipeline conversion across SMS and email — all in one view.
Contacts & CRM
Auto-synced from your PBX. Every call, text, and email is already on the contact record.
Unified Inbox
Voicemail, SMS, email, and internal notes in one timeline per contact. Nothing slips through.
Ticketing System
Three-panel help desk with smart filters, AI-suggested articles, notes, and full activity history.
Business Phone
Carrier-grade PBX with browser softphone, call recording, voicemail transcription, and visual auto attendant.
Call Activity
Real-time call log with missed calls, voicemails, and recordings. Click to call back, one-click ticket creation.
Task Boards
Kanban boards for onboarding checklists, projects, and team workflows. Assign, track, done.
Calendar
Month, week, and day views with Google Calendar sync. Schedule calls and track deadlines.
Email Triage
AI-powered email intake that categorizes, prioritizes, and routes incoming messages to the right person automatically.
Order Desk
Full order lifecycle — create, edit, track, and clone orders. Unlimited custom fields and complete audit trail.
Inventory & Shipping
Real-time stock tracking, 200+ carrier shipping via EasyPost, label generation, and delivery proof.
Customer Tracking
Branded self-service tracking pages for customers. Real-time status updates without a single support call.
Returns & RMA
Full return lifecycle with item-level tracking, refund management, and restocking workflows.
Billing & Invoicing
Time tracking, QuickBooks sync, invoicing, and collections. From quote to payment in one place.
Finance Desk
Aging reports, collections tracking, payment dashboards, and printable financial statements. Your back office, built in.
QuickBooks Sync
Two-way sync with QuickBooks Online. Invoices, payments, and customer records stay in lockstep automatically.
Marketplace
Amazon and eBay integration. Sync orders, inventory, and fulfillment across your online storefronts.
AI Voice Agent
A full AI agent that answers calls, looks up orders, processes returns, schedules callbacks, and routes by sentiment — 24/7, with 36 native tools.
AI Flow Studio
Visual drag-and-drop builder for call flows. 47 node types — route, branch, collect info, query data, transfer, and more.
Knowledge Base
Train your AI with company docs, FAQs, and procedures. It answers accurately from your own data — no hallucinations.
Smart Claude AI
Learns from every interaction. Caller intelligence, suggested replies, sentiment detection, and an AI copilot that knows your business.
Live Monitor
Listen to AI calls in real time. See transcripts, sentiment, and escalations as they happen. Step in when needed.
Agent Profiles
Configure AI personality, voice, language, and behavior per line. Each number can have its own agent with its own style.
Playbooks
Guided Q&A scripts for your AI agent. Structured question flows that qualify callers and capture the right data every time.
Dispositions & Callbacks
Tag call outcomes, schedule follow-ups, and track resolution. Every call gets a clear next step.
- ✓ Free phone number with every seat
- ✓ Uncapped concurrent calls
- ✓ Unlimited call queues + ring groups
- ✓ Auto attendant with text-to-speech
- ✓ Voicemail to email with transcription
- ✓ Softphone app (PC + Mobile) + click-to-dial
- ✓ Do Not Disturb + call forwarding
- ✓ Conference rooms
- ✓ Call recording · SMS/MMS · API access (included with Desk)
- ✓ CRM + unified inbox — every interaction in one record
- ✓ SMS Studio — bulk campaigns, templates, opt-out compliance
- ✓ Support desk + tickets + Kanban boards
- ✓ Sales pipeline — leads to closed deals, drag-and-drop
- ✓ QuickBooks — invoices, payments, aging reports
- ✓ Time tracking + auto-billing tied to calls and tickets
- ✓ Callback audit trail — SLA color-coded, supervisor view
- ✓ Finance dashboard + collections tracking
- ✓ OCR document scanning + chatbot builder
- ✓Amazon / eBay marketplace
add-on — +$100/mo
- ✓ 47-node Visual Auto Attendant
What "nodes" means — a node is one step in the call flow:
- "Press 1 for Sales, 2 for Support" — a menu node
- "We're closed right now" — a time-of-day node
- "Let me transfer you to Sarah" — a transfer node
- "Can I get your order number?" — an AI conversation node
- 47 types of steps, chained visually — no code needed
- ✓ 36 native Claude AI tools
36 tools the AI can use while on a call:
- Look up orders, tracking, invoices
- Open tickets, update CRM records
- Book appointments, capture payments
- Send SMS, transfer to human agent
- And 32 more — all built in, no integration needed
- ✓ Sentiment escalation + intent routing
- ✓ Natural-sounding conversation flow
- ✓ Responds in under a second — feels like a real person
- ✓ 24/7 — every call answered
⚡ Smart Billing — you never overpay
At the end of each billing cycle, we compare your current tier + overage against the next tier up. We charge whichever is lower. No calls needed, no plan changes, no surprises. This applies to both Desk and AI Voice.