A CRM behind every conversation.
Contacts, companies, leads and deals across pipelines you define — with products, quotes, tasks and cases on the same record, and every conversation that led to them.
The whole customer record.
Contacts
Every customer with custom fields and their complete message history.
Companies
Contacts, deals and cases rolled up to the organisation they belong to.
Leads
Qualify enquiries first, then convert to a contact, company and deal in one action.
Lead finder
Find prospects and queue your first outreach without leaving the workspace.
Deals and pipelines
Value, owner and stage, across pipelines you define yourself.
Tasks
Follow-ups with owners and due dates, attached to the record they belong to.
Cases
Support cases with status and priority, tracked apart from sales.
Products and quotes
A priced catalogue, and quotes built from it, sent and tracked to acceptance.
Calls and files
Log calls and meetings, and attach documents to the customer record.
Custom objects
Your own record types and fields, when the standard ones fall short.
Reports
Reporting across pipelines, owners and stages, with duplicate detection and merging.
A dashboard
Pipeline value, recent stage movement and team activity in one view.
Every deal, where it stands.
Deals with their company, value, stage and owner, ready to open, edit or move on — and the conversation that started each one, a click away.
Works with
Answer every conversation.
AgentDesk runs on the numbers you already have in TextBot, and signs you in with the same account.