Client Desk

ClientDesk helps sales and customer-facing teams organise customer calls, lead outcomes, callbacks, follow-ups and reports in one convenient workspace.

Review recent calls, record the result of each conversation and keep the next action visible. ClientDesk lets authorised business users assign lead priority and stage, add notes, schedule callback reminders and prepare follow-up messages for review before sending.
The dashboard provides a clear summary of daily call activity and the lead pipeline. Reports help users review call trends, lead performance and message activity over a selected period.

Key features:
- Search and review recent customer calls
- Record interested, not interested or decide-later outcomes
- Organise leads by priority, model or category and lead stage
- Add notes and schedule callback reminders
- Prepare WhatsApp and SMS follow-ups
- Review recipients, duplicates and do-not-contact exclusions before sending
- View call, lead and messaging reports
- Export reports and create manual backups
- Store CRM records locally on the device
- Protect licence and configured API credentials using Android security

Privacy and control:
Customer call history, contacts, lead notes and CRM records are stored locally and are not sent to the ClientDesk licence server. Licence verification information is handled separately as explained in the Privacy Policy.

ClientDesk is intended for authorised business use. Call-related features require relevant Android permissions. WhatsApp and SMS integrations depend on applications or providers selected and configured by the subscribing business. Users remain responsible for obtaining consent, respecting do-not-contact requests and following applicable privacy, telecommunications and messaging laws.