Everything your team needs. One platform.
Desk brings sales, CRM, support, orders, finance, and AI into one place — structured around how businesses actually work, not how software vendors prefer to charge.
Stop paying for HubSpot, Salesforce, Zoho, Trello, and
a help desk separately. Desk replaces them all — fully integrated, at a
fraction of the cost.
Stop paying for five apps that don't talk to each other.
Sales, CRM, support, orders, finance, and AI — one place, fully integrated. Pick an area to see what's inside.
Sales Pipeline
Kanban board, funnel analytics, and list views. Custom sales processes with stage gates, guided playbooks, forecasting, and commission tracking.
SMS & MMS Campaigns
Broadcast text and picture messages to targeted segments. Built-in opt-out compliance, templates, and scheduling.
Email Campaigns
Built-in email marketing with open and click tracking. Replies route straight into your sales pipeline as follow-up actions.
Smart Reply & Auto-Tagging
Campaign responses are detected, tagged, and funneled into your pipeline automatically. Leads flow in while you sleep.
Auto-Dialer
Power through call lists automatically. Queue contacts, dial on connect, log outcomes, and move to the next — no manual dialing.
Signatures & Portal
Customer portal with multi-signer support, full audit trail, and compliance-ready records. The complete round-trip, built in.
Contact Import
Smart import with automatic field mapping, duplicate detection, and bulk upload. Bring your contacts from anywhere in minutes.
Outreach Dashboard
Track campaign performance, response rates, and pipeline conversion across SMS and email — all in one view.
Contacts & CRM
Auto-synced from your PBX. Every call, text, and email is already on the contact record.
Unified Inbox
Voicemail, SMS, email, and internal notes in one timeline per contact. Nothing slips through.
Ticketing System
Three-panel help desk with smart filters, AI-suggested articles, notes, and full activity history.
The Desk Phone
The full phone built into Desk — BLF keys and speed dials down the side, and every call, in or out, pops the caller's complete 360° record and logs itself. New customers retire their old phone apps on day one. Carrier-grade PBX underneath: recording, voicemail transcription, visual auto attendant.
Call Activity
Real-time call log with missed calls, voicemails, and recordings. Click to call back, one-click ticket creation.
Task Boards
Kanban boards for onboarding checklists, projects, and team workflows. Assign, track, done.
Calendar
Month, week, and day views with Google Calendar sync. Schedule calls and track deadlines.
Email Triage
AI-powered email intake that categorizes, prioritizes, and routes incoming messages to the right person automatically.
Order Management
Full order lifecycle — create, edit, track, and clone orders. Unlimited custom fields and complete audit trail.
Inventory & Shipping
Real-time stock tracking, 200+ carrier shipping via EasyPost, label generation, and delivery proof.
Customer Tracking
Branded self-service tracking pages for customers. Real-time status updates without a single support call.
Returns & RMA
Full return lifecycle with item-level tracking, refund management, and restocking workflows.
Billing & Invoicing
Time tracking, QuickBooks sync, invoicing, and collections. From quote to payment in one place.
Finance Desk
Aging reports, collections tracking, payment dashboards, and printable financial statements. Your back office, built in.
QuickBooks Sync
Two-way sync with QuickBooks Online. Invoices, payments, and customer records stay in lockstep automatically.
Marketplace
Connect Amazon, eBay, and your own ecommerce store. Sync orders, inventory, and fulfillment across all your storefronts.
AI Voice Agent
A full AI agent that answers calls, looks up orders, processes returns, schedules callbacks, and routes by sentiment — 24/7, with 36 native tools.
AI Flow Studio
Visual drag-and-drop builder for call flows. 47 node types — route, branch, collect info, query data, transfer, and more.
Knowledge Base
Train your AI with company docs, FAQs, and procedures. It answers accurately from your own data — no hallucinations.
Smart Claude AI
Learns from every interaction. Caller intelligence, suggested replies, sentiment detection, and an AI copilot that knows your business.
Live Monitor
Listen to AI calls in real time. See transcripts, sentiment, and escalations as they happen. Step in when needed.
Agent Profiles
Configure AI personality, voice, language, and behavior per line. Each number can have its own agent with its own style.
Playbooks
Guided Q&A scripts for your AI agent. Structured question flows that qualify callers and capture the right data every time.
Dispositions & Callbacks
Tag call outcomes, schedule follow-ups, and track resolution. Every call gets a clear next step.
The whole customer — the instant the phone rings.
One tap to answer, decline, or text back — and behind the banner the caller's full record is already open: every call, text, email, ticket, and order, before you say hello.
It listens, transcribes, and tells you what happened.
Add Sales, Sites, and your industry pack.
Flat monthly add-ons — the same price at any team size. Some packs bundle Finance Desk or the Sales pipeline at no extra cost. All pack prices live on the pricing page →
- Visual pipelines, playbooks & guided processes
- Campaign engine: SMS, MMS & email
- Auto-dialer + outreach dashboard
- Automation & commission tracking
- AI website builder — describe it, it’s built
- Your own domain, SSL & hosting included
- Bookings & payments, lead forms into your CRM
- Unlocks your white-labeled customer portal
- Automatic bank & card feeds
- Full double-entry accounting
- AI cash-flow forecasting
- Two-way QuickBooks sync
- Point of sale: in-person + online card payments
- Inventory synced to every sale
- Repair & order tracker customers can follow
- Receipts, refunds & day-close reports
- Listings: comps, marketing, syndication
- Viewings + open-house tracking
- Buyer search profiles + auto-match
- Deal pipeline: offers, contracts, closing
- Order management: full lifecycle
- Inventory + shipping, returns, RMA
- Amazon + eBay integration
- WooCommerce & Shopify sync
- Applicant intake: public form straight to a case file
- Eligibility pipeline: pre-screen → approved
- Household linking across cases
- Documents + e-sign consents
Encrypted end to end
Your entire CRM is encrypted in transit and at rest. Bank connections and client documents go further — they're end-to-end encrypted, so we never see your bank login and your private vault stays yours alone.
Ready to get started?
Log in to your Skytek Desk — or talk to us and we’ll set your team up.