Retailers & distributors
Capture product enquiries, call prospects, prepare catalogue-based quotes and run relevant message campaigns.
LEARN THE GODESK BASICSUnderstand the tools.
Understand the tools.
See what they can do
for your business.
Start with your current phone lines, WhatsApp accounts, spreadsheets or CRM. Learn what a connected business platform changes in everyday sales, support and customer engagement.
WHATSAPP FOR BUSINESS
Understand the channel and organise your team
Why WhatsApp belongs in your business communication strategy
Understand the role of WhatsApp in customer enquiries, sales and support, and how to make each conversation useful to your business.
Read the guide ↗Better customer experience on WhatsApp starts with a team that can follow through
Give WhatsApp support requests an owner, keep the customer’s history and follow issues through to resolution with a shared team workflow.
Read the guide ↗From a WhatsApp enquiry to a sale: give your team a clear next step
Connect WhatsApp enquiries to lead ownership, sales opportunities, branded quotes and planned follow-up so your team can manage the sales process.
Read the guide ↗When your business outgrows WhatsApp on a phone: what changes with GoDesk?
Understand the business value of a shared WhatsApp workspace: conversation ownership, customer history, tracked work, team continuity and management visibility.
Read the guide ↗BUSINESS COMMUNICATION
Understand the platform
Still using mobile lines and separate WhatsApp accounts? Start with shared business communication
Learn how a business number, shared channels and assigned customer work can help a growing team handle calls, messages and follow-up.
Read the guide ↗What is an omnichannel contact centre and how is it different from a call centre?
Understand how calls, WhatsApp, SMS, email and webchat work together with customer records, tickets, sales and follow-up.
Read the guide ↗What is SIP? One business number, simultaneous calls and a better welcome
Understand SIP calling, line capacity, welcome messages, department menus, call queues and music on hold in plain language.
Read the guide ↗I already have a CRM. Where does GoDesk fit?
Keep the CRM or ERP you use and connect customer calls, messages, agent work and follow-up where they add value.
Read the guide ↗INSIDE SALES
Turn enquiries into offers
What is inside sales? The tools your team needs to turn enquiries into customers
Sell by phone, WhatsApp and email with lead ownership, calling campaigns, sales pipelines, quotes and planned follow-up.
Read the guide ↗What is CPQ? Give your sales team a faster way to prepare and share quotes
Build priced offers from your product catalogue, generate branded PDFs, share them on WhatsApp or email and track the sales opportunity.
Read the guide ↗From website enquiry to sales follow-up: give every lead an owner and a next action
Connect form capture, assignment, calls, messages, sales opportunities and quotations in a defined process.
Read the guide ↗CUSTOMER SUPPORT
Track issues to resolution
Modern customer support: answer on any connected channel and keep the issue moving
Bring calls, WhatsApp, email and webchat together with ownership, knowledge, tickets, handovers and customer feedback.
Read the guide ↗From spreadsheets to ticketing: track customer issues from request to resolution
Replace an unowned list of problems with tickets, responsibilities, priorities, due targets, escalation and a record of resolution.
Read the guide ↗Customer surveys: find out whether your service is helping the people you serve
Ask for feedback after calls or resolved tickets and connect the responses to interactions, agents and customer service improvements.
Read the guide ↗CUSTOMER ENGAGEMENT
Connect campaigns and follow-up
Beyond bulk SMS: build message campaigns around customers and the next action
Connect SMS, WhatsApp and email outreach to customer context, configured follow-up, replies, delivery states and team responsibility.
Read the guide ↗What is programmable customer engagement? Follow up after calls, leads and service events
Use configured events and rules to send acknowledgements, follow-up messages or surveys and give the next action an owner.
Read the guide ↗COLLECTIONS & TEAM OPERATIONS
Organise recovery and agent work
Collections software: manage accounts, outreach and recovery in one workflow
A practical guide for lenders, creditors and collections teams managing account assignments, customer contact, promises and payment updates.
Read the guide ↗A promise to pay needs an amount, a due date and a follow-up
How to organise payment promises so collectors and supervisors can distinguish a commitment from a recorded payment.
Read the guide ↗Manage agent shifts, breaks and handover throughout the workday
Connect the planned schedule to agent availability, staffing controls and unfinished customer work.
Read the guide ↗ILLUSTRATIVE BUSINESS USESDifferent businesses.
Different businesses.
The same need to answer and follow through.
These examples show possible workflows, rather than customer case studies. Choose the modules and connections for your organisation.
Service companies & internet providers
Handle calls and WhatsApp requests, assign technical tickets and keep customers informed until the issue is resolved.
Lenders & credit teams
Organise account outreach, track promises and review imported payment updates. The financial system remains responsible for processing payments.
Schools & training providers
Organise admissions enquiries, respond through connected channels and assign follow-up to the right team.
Businesses with several branches
Use business extensions, greetings and routing across locations while customer-facing teams share the relevant conversations and work.
BPOs & outsourced teams
Run client sales, support or collections operations with agent tools, workforce management, quality and reporting.
START WITH ONE PROCESSBring a sales enquiry,
Book a practical demo ↗Bring a sales enquiry,
support issue or customer call.
We’ll show how the relevant GoDesk tools connect that work.