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Transform your sales process with SalesDesk
Salesdesk is built for consultative sales teams with high-touch, complex sales cycles. It combines CRM and customer engagement into a unified platform, helping teams streamline collaboration, accelerate deals, and close more business faster.
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Discover how SalesDesk transforms sales for every type of high-touch engagement.
Salesdesk empowers businesses—especially those with complex, high-touch sales cycles—to streamline workflows, deepen customer relationships, and drive revenue. Its intuitive interface and powerful features adapt seamlessly to your unique consultative sales needs.
Explore real-world applications of SalesDesk
Salesdesk empowers consultative sales teams by streamlining complex, high-touch sales processes. Discover how our unified platform enhances CRM, deepens customer engagement, and accelerates your consultative selling approach.
Essential CRM – simplified & supercharged
SalesDesk is a modern CRM with customisable objects, robust data management, reporting, notifications, and seamless email and calendar integration.
Milo, your AI sales assistant, uncovers key signals, suggests next steps, and summarises meetings—so you can focus on selling. Plus, SalesDesk automatically links every customer interaction, keeping your data accurate, up-to-date, and effortlessly connected.
Media & document management
Salesdesk is the CRM for high-touch, consultative sales—streamlining workflows and relationships. It’s the only platform to natively index video, audio, and documents for seamless collaboration.
- Keep sales materials organised—from videos and call recordings to key documents.
- Draft, share, collaborate, and get instant engagement alerts.
- Track customer interactions in real time and follow up at the perfect moment.
Customer engagement–
Say goodbye to disconnected sales rooms
SalesDesk replaces disconnected tools with one powerful platform for seamless customer management.
- Create branded workspaces for video huddles, live chat, tasks, documents, and sales materials—all in one place.
- Get real-time engagement alerts to step in at the right moment.
- Ditch endless calls and emails—engage smarter, close deals faster.
Seamless team collaboration for
consultative selling
SalesDesk is more than a CRM—it’s a collaboration hub with video calls, live chat, document sharing, and instant team mentions. Every call is stored and indexed for a complete, searchable history. No more scattered conversations—just smarter, more connected selling.
Beyond the close: Retaining, upselling & managing accounts seamlessly
Share tasks, track issues, and manage accounts in one place. Easily share resources to maximize product value.
Stronger relationships, higher retention, and more upsell opportunities—SalesDesk keeps the conversation going.
Sales automation: Work smarter, close faster
SalesDesk automates everything except the conversation, so you can focus on building relationships, not managing admin.
Milo, your AI-powered assistant, takes care of meeting minutes, call summaries, task creation, and real-time coaching—eliminating mindless note-taking and endless call reviews.
No more stagnant data or lost insights. With Milo handling the details, you get smarter selling, better visibility, and less hassle—so you can close deals faster. And the best part? He’s getting smarter every day.
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Unlock your potential with a free trial of SalesDesk and elevate your sales strategy today!