CustomiseTaskDesk CRM to Fit Your Business
No two businesses are alike, and neither are their workflows. That’s why TaskDesk CRM is fully customisable. Whether you need a streamlined sales pipeline, a complex hire scheduling tool, or a post-sales service system, we build TaskDesk CRM around your business model.
Custom Workflow, Built Around You
Start with just what you need — lead tracking, quoting, stock management or workflow automation — and expand as your operations grow. TaskDesk CRM is modular, meaning features can be added or adapted in phases, with your evolving business in mind.
Every business has its own process. We’ll work with you to map out your stages, actions, and user roles, then build TaskDesk to match:
- Sales-only CRM? No problem.
- Full workflow management with scheduling and stock control? Done.
- A booking system with lead tracking and invoicing? Absolutely.
- Need it all? TaskDesk handles the full journey. From enquiry to delivery and beyond.
Your Features, Your Way
Designed around your work flow, our UK based developers can enable or disable features to your specification. Examples include:
- Stock & Inventory Control — manage items for sale or hire
- Lead, Quote & Sales Management — visual pipelines with reminders and notes
- Custom Forms — collect client info, job specs, or applications
- Job & Task Scheduling — book services, deliveries, staff or equipment
- Document Storage — attach files to clients, quotes or jobs
- Invoicing & Payments — track deposits, balances, and recurring hire charges
- Tailored Dashboards & Reporting — monitor performance, trends, and KPIs
- Maintenance Logs — great for servicing and hire equipment upkeep
- Trigger-based automations built for your common tasks
- Bespoke data fields to match your terminology and service types
- CMS & Website Integration — connect your forms, products, or accounts in real-time
Front-End Website Integration
Because TaskDesk CRM is built on WordPress, we can seamlessly integrate it with your website, including:
- Booking forms
- Product or hire catalogues
- Secure client portals
- User dashboards
- eCommerce functionality
- Content pages with dynamic CRM data
TaskDesk CRM can also integrate with your existing WordPress Site, eCommerce tools or booking platforms. We connect your back office with your website for seamless user experience and simplified admin.
Support, Training & Future Flexibility
Every CRM we deliver includes:
- Hands-on support and training from our UK-based team
- Ongoing tweaks as your needs evolve
- Ability to add new features, users or processes at any time
- We’ll also set user roles and permissions so your team only sees what they need to.
The Christchurch Web Solutions Difference
We’re a trusted UK business with over 10 years’ experience in systems development, web design and customer service. Our strong reputation, 5-star Google reviews, and responsive team mean you’re never left waiting when you need help.
We’ve built TaskDesk CRM with the same level of care and flexibility that we give to all our projects.
