TaskDesk CRM Platform Features
TaskDesk CRM is more than just a sales tool. It’s a fully customisable business management platform designed to streamline operations from enquiry to delivery. Whether you’re selling, hiring, booking or installing, TaskDesk adapts to the way your business works. Here’s an overview of what it can do.
Lead Management
- Capture enquiries from your website or enter them manually
- Assign leads to team members
- Track leads through custom sales pipelines
- Log conversations, send & receive emails, and follow-up activity
- Set reminders and follow-ups to keep the sales process moving
Quoting & Invoicing
- Build detailed quotes with hire, sale, or service options
- Custom quote templates with branded styling
- Convert quotes to invoices with one click
- Schedule recurring hire charges or service payments
- Accept deposits and manage partial payments
Product Management
- Create a product catalogue for hire and sale items
- Track stock levels and asset availability in real-time
- Schedule maintenance for hire equipment
- Manage returns and damage logs
- Prevent overbooking with automated availability tracking
Booking & Scheduling
- Assign bookings to staff or engineers
- View and manage job calendars
- Send automated confirmations and reminders
- Sync appointments with Google Calendar
- Use status tracking to monitor job progress
Customer & Account Management
- Unified customer profiles with full history of activity
- Attach documents, contracts, and photos
- Track client-specific pricing, notes or preferences
- Filter customers by type, location or sales history
Workflow & Task Management
- Create custom workflows for your business model
- Assign tasks to teams or departments
- View progress through visual dashboards
- Automate task reminders and handovers
- Track internal project progress or after-sales processes
Reports & Analytics
- Generate reports on sales, hires, bookings, and customer behaviour
- Track trends, performance metrics, and KPIs
- Export data to spreadsheets or visual dashboards
- Optional integration with Google Analytics
CMS & Website Integration
- Built on WordPress for easy CMS connectivity
- Link enquiry forms, product pages and booking tools
- Synchronise user actions between website and CRM
- Add ecommerce functionality if required
Security & Support
- Secure login for multiple team members with permission levels
- GDPR-compliant data storage
- Hosted on reliable UK-based servers
- Ongoing support, updates and training from the Christchurch Web Solutions team
