Everything You Need to Manage Leads and Sales.
Capture leads, manage deals and keep customer information organised — all in one simple CRM.
Everything You Need to Run Sales Systematically
Straightforward features designed to help your team track prospects and close deals faster.
Lead Management
Capture inquiries from forms and WhatsApp into one central inbox, assign owners, and track status.
Sales Pipeline
Track every deal from first contact to won with clear, visual Kanban stages and live pipeline values.
Follow-Up Management
Stay on top of every prospect with scheduled callback reminders, overdue alerts, and daily task agendas.
Quotations & Payments
Generate professional PDF quotations and record advance, milestone, or final payments on deal cards.
Customer Management
Keep customer company accounts, key decision-maker contacts, and deal histories organised in one place.
Customisation
Configure custom fields, pipeline stages, lead sources, and tags to fit the exact way your business sells.
Capture Lead → Manage Deal → Close Deal
A straightforward workflow that keeps every prospect moving smoothly toward closure.
Capture Lead
Inquiries from website forms and marketing channels arrive in a centralized inbox with immediate owner assignment.
Manage Deal
Qualify prospects on visual Kanban boards, log call notes, and schedule timely follow-up reminders.
Close Deal
Generate branded PDF quotations, log payment receipts, and maintain complete customer history.
Ready to Simplify Your Sales Process?
See how LeadMyDesk can help organise your leads and sales workflow.