Know what to do now.
And what comes next.
One screen brings together the work queue, the conversation, customer context and role-specific actions. Try the illustrative wrap-up below.
Now. Next up. Recent.
Now
Active calls, waiting chats and wrap-up work that need attention immediately.
Next up
Deals due today, scheduled callbacks and follow-up tasks. Use the calendar to view meetings, tasks, callbacks, deadlines and time off by day, week, month or agenda.
Recent
Calls made, outcomes recorded and notes saved.
An outcome becomes
a next action.
Choose a sales call outcome and see how a configured rule can create the follow-up. This fictional example illustrates the workflow, not a live GoDesk connection.
Choose an outcome, then record it to see the configured next step.
Sarah M.
Arrange a product demonstration
Fictional data. No records are sent or saved.
Context and action in the same place.
Customer 360
Contact details, organisation context, opportunities, tickets and conversation history beside the interaction.
Actions for the role
A sales agent’s actions can include quotes and demos; collections actions can include promises and callbacks.
State-aware presence
Agents and supervisors can see whether someone is available, on a call, in wrap-up or not checked in.
See the workspace through 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.