RepDesk

Your website brings them in.
Your desk makes sure nobody slips.

RepDesk is set up for how your industry sells. A car lot tracks the vehicle and the trade-in, an insurance agent the coverage and renewal, a loan officer the rate and closing date, a store the order. Every inquiry from your website arrives as a lead with those answers filled in, ready to follow up.

  • A desk for your trade. Pipeline stages, appointment types, lead details and message templates for vehicle sales, insurance, mortgage, real estate or e-commerce.
  • Leads that arrive on their own. Your website’s form asks your industry’s questions and lands each answer in your desk, matched to people you already know.
  • Follow-ups you won’t forget. Today’s list shows who to call, what’s overdue and who’s going quiet.
  • Your calendar, on your phone. Appointments sync to Google, Apple or Outlook.

Managing salespeople? A team account adds a manager’s dashboard, lead assignment and a company page. Already have an account? Sign in.