Products
CRM : Client Desk
Comprehensive Customer Relationship Management to manage leads, pipeline, client interactions, and relationships, with a client portal for documents, requests, and secure collaboration.
Interactive sales pipeline
Drag a deal card into another stage, the same mental model as TIME ERP Sales Pipeline forecasting.
CRM & Client Desk modules
Features from the Products mega-nav, home CRM card, and Client Desk portal.
Lead Management
Capture, track, and assign leads
Sales Pipeline
Stages, conversion, forecasting
Customer Database
Profiles, groups, custom fields
Follow-ups
Reminders, calls, communications
Quotations
Proposals and cost estimates
Tasks
Assign, track, and close work
Activity Timeline
Calls, emails, meetings, updates
Customer Portal
Documents, requests, messages
Explore CRM : Client Desk in detail
Browse every capability from the Products mega-nav, plus Client Desk workflows from the official CRM guide.
No features in this group.
Connected across TIME ERP
CRM : Client Desk works with marketing, documents, billing, and communication for a full client lifecycle.
Ready to run CRM : Client Desk on TIME ERP?
See how leads, pipeline, quotations, follow-ups, and the customer portal work together for your practice.
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