The Sales Desk
Centralized Command for Quote-to-Close
Sales teams lose momentum when leads take days to reach the right person. The Sales Desk brings it all together. Quotes, approvals, communication, and insights so your team can focus on closing deals, not chasing data.
What Sales Desk Does
Consolidates quotes, inquiries, approvals, and communications into one unified interface
Integrates directly with your ERP, CRM, and shared inboxes
Leverages AI-powered prioritization to highlight urgent and high-value opportunities
Enforces custom approval workflows and pricing rules
Surfaces actionable insights to improve response times and deal velocity
Built-In Rule Logic
View all opportunities by time-in-queue, customer, or team member
Route approvals based on value, margin, or product line
Flag quotes nearing expiration or delayed response
Suggest next steps based on customer history or quote trends
Integrate seamlessly with Outlook or Gmail for real-time email sync
Key Benefits
One view of quotes, inquiries & approvals
AI-powered prioritization and routing of high-value deals
Custom workflow automation to fit your process
Actionable insights that drive conversions
From Chaos to Clarity
The Sales Desk is a command center for modern sales operations. With data, AI, and workflow tools in one place, your team can move faster, stay compliant, and win more business.
Ready to modernize your sales process?