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AI follow-up & client intake
Capture leads, collect documents, automate follow-up, and keep work moving forward — without letting opportunities or paperwork slip through the cracks.
Traditional CRMs help you manage contacts, notes, and pipelines. The Desk goes further by helping you capture leads, follow up automatically, collect client documents, and see what needs attention every day.
The Desk isn't designed to help you manage more data. It's designed to help you respond faster, book more appointments, recover cold leads, collect documents sooner, reduce administrative work, and know what needs attention every day.
87
Replies generated
23
Appointments booked
14
Cold leads revived
42
Document packages completed
7
Hours saved
Illustrative metrics — your results depend on volume, industry, and how you use the platform.
From first contact to closed business — one connected workflow, not a pile of disconnected tools.
If you already have a CRM, you are not paying for another contact database. You are paying for follow-up, intake, and visibility that keeps work moving.
Most leads are lost because follow-up stops too soon. The Desk keeps conversations moving with AI-assisted follow-up, reminders, templates, and escalation points when human involvement is needed — so you can track replies, appointments, and revived leads, not just messages sent.
Send clients a secure upload link where they can drag and drop files from desktop or mobile. The Desk keeps track of what has been received, what is missing, and what needs follow-up — building a complete client file over time.
Client file intelligence includes
The Desk chatbot helps qualify visitors, capture contact information, create CRM records, and start the right follow-up workflow automatically.
Start every day with a clear view of your leads, tasks, messages, missing documents, and AI recommendations — so you spend time on what moves revenue, not hunting through tabs.
Teams trying The Desk for follow-up and document collection report less chasing and more clarity on what to do next.
“The AI follow-up helped me reconnect with leads I would have forgotten about.”
Representative early user feedback
“The document request workflow saved a lot of back-and-forth emails.”
Representative early user feedback
“My Day became the first screen I checked every morning.”
Representative early user feedback
CRM foundation
The Desk includes the core CRM tools your business needs to manage relationships and stay organized — without making CRM the whole story.
If your business depends on responding quickly, collecting information, and keeping clients moving through a process, The Desk is built for you.
Use The Desk alongside your current workflow to improve follow-up, capture leads, and collect documents — then review the results before deciding whether to fully switch.
Every industry module includes the complete client engagement platform. You are not purchasing a CRM add-on — you get AI follow-up, client intake, document collection, communication tools, and CRM functionality together.
$250 per industry module per month. Every module includes the full client engagement platform — AI follow-up, document collection, My Day, messaging, and CRM — not just industry-specific tools.
7-day free trial · Cancel anytime
AI follow-up, document requests, My Day, CRM, messaging, and campaigns — before you add industry tools below.
At-a-glance cockpit — tasks, inbox, appointments, and missing documents
SMS and email follow-up with DNC guardrails and outcome reporting
Checklist links, client upload portal, completeness tracking, and nudges
CRM pipeline stages, filters, and contact workspace in one place
SMS, Instagram, website chat, and messaging templates
Marketing campaigns (SMS and email)
Tools built for real estate professionals
Includes all Base Tools
Tools for small businesses (services, invoices, quotes, inventory, time billing)
Includes all Base Tools
Tools for automotive businesses
Includes all Base Tools
The Desk helps service businesses capture leads, automate follow-up, collect client files, and know what needs attention — with CRM built in when you need it.
The Desk helps service businesses move leads, clients, and paperwork forward — all from one place.
Built-in DNC and compliance tools · Cancel anytime
Example reporting view
87
Replies received
23
Appointments booked
14
Cold leads revived
6
Needs your review
67% complete — nudge sent automatically for missing items.
Visitor
Hi — I'm looking for help with a mortgage pre-approval.
Chatbot
Happy to help. Can I get your name and best email to send next steps?
Need the full CRM picture? See CRM overview.
Industry modules add specialized tools on top — properties, invoicing, inventory, and more.
