PLATFORM / SALES CRM & PIPELINE

Track leads, sales opportunities and follow-up.

Assign leads, record customer conversations, manage deal stages and follow-up tasks, and review your sales pipeline.

INSIDE SALES, EXPLAINED

Sell by phone, WhatsApp and email.
Keep every lead moving.

Inside sales means selling through remote conversations instead of visiting every prospect. Your team can qualify an enquiry, explain the offer, prepare a quote and follow up from an office, a branch or home.

If enquiries are on personal phones and follow-up is in a spreadsheet, the manager has to ask everyone what happened. GoDesk puts the customer conversation, sales opportunity and next action together.

Assign the enquiry

Give the lead an owner. Bring configured website, advertising and referral enquiries into the sales process.

Call, qualify and quote

Use customer context, calling, messaging, campaign scripts and a shared product catalogue to prepare the offer.

Follow through to a decision

Record the outcome, update the pipeline and give callbacks or quote follow-up a responsible person.

Is this just a contact list?

No. Contacts tell you who the customer is. Opportunities, stages and tasks tell the team which sale it is working and what should happen next.

Can we keep our existing CRM?

Yes. GoDesk can provide its own Sales CRM or connect calling, messages and operational work to another CRM through an agreed integration.

Start with the basicsUnderstand inside sales ↗Learn how quoting fits the sale ↗

WHAT THE MODULE CONNECTS

Sales CRM & Pipeline

Use these features alongside GoDesk calling, messaging and customer records.

All platform modules

Customisable pipelines

Configure tenant-specific stages, probabilities, required fields and rules.

Lead source routing

Route web-form, advertising and referral leads to the right team.

Smart outcomes

Use configured call outcomes to move stages and create follow-up tasks.

Weighted forecasting

Review pipeline value weighted by stage probability.

Stale deal visibility

Flag inactive opportunities for manager attention.

Connected activity

Review calls, tasks and deal history without a separate voice system.

Lead-source controls

Configure where leads land, who receives them and source-specific grading.

CONNECTED IN PRACTICE

Use the module in a real workflow.

Sales & Revenue

Capture enquiries, contact leads, track opportunities, prepare quotes and schedule follow-up in GoDesk.

Explore workflow

Configuration, integration, deployment and access are agreed around your environment and the people who will use the platform.

Deployment guide

YOUR NEXT CHAPTER

See sales crm & pipeline in your team’s workflow.

Tell us which GoDesk products you need, how many people will use them and whether you are buying for your business or offering services to customers.

Talk to GoDesk