NEW Simple CRM for Growing Sales Teams

Turn Every Lead Into an Opportunity.

Manage leads, track deals and organise customer follow-ups — all in one simple CRM.

Simple lead management Organised sales pipeline Centralised customer information
LeadMyDesk CRM Dashboard Preview
CORE CAPABILITIES

Everything You Need to Run Sales Systematically

Four core modules built to organize inquiries, manage opportunities, and keep sales moving.

Lead Management

Capture, organise, and assign incoming inquiries into a central inbox without losing context.

Sales Pipeline

Track every deal from first contact to won with clear, visual stages and live pipeline values.

Follow-Up Management

Stay consistent with scheduled callback reminders, overdue alerts, and daily task agendas.

Customer & Deal Management

Keep customer contacts, deal history, and communication notes organized in one workspace.

PRODUCT SHOWCASE

Your Sales Process, All in One Place.

Bring your leads, deals and customer information together in one organised workspace.

Complete lead history See logged calls, WhatsApp notes, and status updates chronologically.
Clear team ownership Every prospect has an assigned owner, reducing duplicate work and missed callbacks.
Instant PDF quotations Generate branded proposals and log milestone payments directly on the deal card.
VM

Vikram Malhotra

Prime Logistics Ltd · Procurement Lead
Active Opportunity
STAGE
Proposal Sent
DEAL VALUE
₹5,50,000
OWNER
Rahul M.
Activity Timeline
Quotation #Q-2026-089 sent via WhatsApp Today, 11:30 AM
Discovery call completed: Requirement finalized Yesterday, 4:00 PM
Inbound inquiry captured via Website Form 2 days ago
Next: Demo Follow-up call today at 3:30 PM
WhatsApp Call
HOW IT WORKS

Capture Leads → Manage Opportunities → Close Deals

A simple, transparent process that eliminates confusion and keeps your sales team aligned.

1

Capture Leads

Inbound inquiries from web forms, WhatsApp, or phone calls arrive in your centralized lead queue with immediate owner assignment.

2

Manage Opportunities

Qualify prospects, progress deals on visual Kanban boards, log interaction notes, and schedule timely callback reminders.

3

Close Deals

Generate branded PDF quotations, record milestone payments, and keep comprehensive customer history in one place.

Ready to Simplify Your Sales Process?

See how LeadMyDesk can help organise your leads and sales workflow.