CRM software with follow-up and document collection built in

The Desk gives growing businesses a simple CRM — plus AI follow-up you can measure and structured document requests clients complete from their phone.

Already on Follow Up Boss or another CRM? Run The Desk alongside it for follow-up and document intake first, then decide if full migration is worth it.

What makes The Desk different from a typical CRM

Pipelines and contact records are table stakes. The Desk focuses on outcomes: faster follow-up and complete client files.

Measurable AI follow-up

SMS and email follow-up with DNC guardrails. Track replies, meetings, and influenced outcomes — not just messages sent.

Document request workflows

Checklist links, client upload portal, completeness tracking, AI classification, and automatic nudges when files are missing.

My Day command center

Tasks, inbox, appointments, hot leads, and missing documents in one at-a-glance view.

What is a CRM?

A CRM (Customer Relationship Management) system organizes leads, contacts, conversations, and deals in one place. The Desk includes those fundamentals — and goes further with automation and intake.

Leads & contacts

Capture contact details, track source, and keep every conversation tied to the right person.

Pipeline stages

See where each deal stands, who needs follow-up, and what to do next.

Unified conversations

SMS, email, and chat in one timeline so you never lose context between channels.

Tasks & reminders

Stay on top of calls, meetings, and follow-ups — with AI handling routine outreach where you enable it.

Problems a CRM should solve

Missed follow-ups: Leads go cold when no one remembers to call back. The Desk tracks every contact and automates follow-up with guardrails.
Scattered conversations: Messages live in email, SMS, and social apps. The Desk brings channels into one timeline.
Document chasing: Attachments get lost in email. The Desk sends structured checklist links and shows what is still missing.
No pipeline visibility: Without clear stages, deals stall silently. The Desk shows who is ready to close and who needs attention.

Works alongside your current CRM

You do not have to rip out Follow Up Boss, HubSpot, or Pipedrive on day one. Many teams keep their existing CRM for contacts and pipeline while The Desk owns speed-to-lead follow-up and client document collection.

CSV import with pipeline mapping
Parallel run — prove ROI before a full switch
One place to see follow-up results and document completeness

CRM vs HubSpot, Pipedrive, and Follow Up Boss

Established CRMs excel at contact management and team workflows. The Desk is built for operators who also need measurable AI follow-up and document intake — especially mortgage brokers, insurance agents, legal intake, and doc-heavy real estate workflows. Simpler to set up than enterprise suites, with industry modules from day one.

Compare for yourself: view the live demo or start a free trial.

Core CRM features included

Lead & contact tracking

Capture leads from any source and track them through your sales process with full activity history.

Contact timelines

Messages, uploads, AI events, tasks, and notes in chronological order on every contact.

AI follow-up & chatbot

Website chat capture, automated SMS/email follow-up, templates, and conversion reporting.

Calendar & email integrations

Connect Gmail or Microsoft 365 to sync conversations and appointments into The Desk.

Who uses The Desk?

Real estate

Buyer and seller leads, showings, listing documents, and vendor coordination.

Mortgage & finance

Application document packages, completeness tracking, and automated doc nudges.

Small business

Service requests, appointments, invoicing, and client follow-up for local operators.

Automotive

Inventory, financing workflows, buyer inquiries, and financing document collection.

Canadian privacy and data handling

We take privacy seriously. The Desk stores and processes data with attention to Canadian privacy expectations. See our Privacy Policy for full details.

See how The Desk works

Explore a fully interactive demo with AI follow-up, document requests, and industry workflows — or start your free trial.

The Desk