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What is SalesDesk?

The only CRM that brings your sales teams and customers together in one place - and superpowers it with AI.

SalesDesk is a collaborative sales platform that combines your CRM and customer engagement tools into one unified workspace. Built for high-touch, consultative sales teams, it streamlines deal management, simplifies internal collaboration, and ensures nothing falls through the cracks during long, complex sales cycles.

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Key Benefits

  • Unified Workflow: Replace scattered tools with a single hub for sales notes, next steps, and pipeline visibility.
  • Real-Time Collaboration: Work seamlessly across sales, marketing, and customer success to move deals forward faster.
  • Context-Rich Engagements: Keep every stakeholder aligned with shared timelines, call summaries, and deal history in one place.
  • Faster Ramp for New Reps: SalesDesk acts as a living playbook, reducing onboarding time and enabling consistent execution.

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How Salesdesk is Different from a Normal CRM

Most CRMs were built for managing records, not driving revenue.
Salesdesk flips that.

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Traditional CRMs: Built for Data, Not Deals

  • Designed for managers and reporting, not sellers and buyers.
  • Clunky UI, endless fields, and disconnected tools.
  • Sales reps spend more time logging data than closing.
  • Proposals, email threads, call notes, and buyer collaboration all happen outside the CRM.

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Salesdesk: Built for Active Selling

Salesdesk combines CRM, content, and collaboration into one modern platform designed to facilitate high-touch deals.

Here’s how it’s different:

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1. CRM + Digital Sales Room in One

  • Create and share a branded sales room in 2 clicks.
  • No need to switch between CRM, proposal tools, and email.
  • Your buyer sees the same room you work from — everything is shared, tracked, and up to date.

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2. Built Around Buyer Collaboration

  • Mutual action plans, shared docs, live timelines.
  • Real-time engagement insights: who viewed, when, and what they care about.
  • No more “just following up” emails — reps always know what’s happening.

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3. Proposals and Docs Are Built In

  • Reps can generate proposals directly from the workspace.
  • Templates, variables, e-signatures — no extra software needed.
  • Everything stays linked to the deal.

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4. No Bloat. Just Revenue Impact

  • No legacy Salesforce overhead.
  • No overkill features for territories, products, or pipeline waterfalls you don’t use.
  • Everything is optimised for speed, clarity, and deal flow.

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5. Smarter Context, Not Just Fields

  • Track conversations, docs, and next steps in one timeline.
  • Focus on the relationship, not just the record.

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TL;DR:

Traditional CRM = admin tool.
Salesdesk = live selling environment.
It’s the difference between tracking a deal… and moving it forward.

Key Concepts

Learn about the fundamental concepts behind SalesDesk.

How-to Videos

How-to videos covering key aspects of the SalesDesk Platform.