Reldesk

Reldesk is a cloud-based sales and relationship management system designed to assist small businesses and non-profit organizations in building and maintaining customer relationships, tracking sales pipelines, and managing tasks and notes. This solution is targeted at small and medium-sized businesses as well as non-profit organizations, serving various professions and industries including small business owners, sales professionals, relationship managers, non-profit organizations, and charities.

Key Features

Enhanced Customer Relationship Management: Reldesk helps small businesses focus on building and maintaining customer relationships by automating sales processes and enabling effective customer needs analysis.

Efficient Sales Pipeline Tracking: Reldesk allows users to categorize and prioritize contacts, prospects, and opportunities, facilitating easy filtering and engagement with relevant leads. The system provides insights into the sales pipeline, aiding businesses in tracking prospects and optimizing deal closure.

Centralized Task and Note Management: Reldesk enables users to store all tasks, notes, and data within the contact record, ensuring easy access and responsiveness to client inquiries. This centralized approach enhances personalized and efficient service provision.

Cloud-Based Accessibility: Reldesk stores sales and contact data in the cloud, providing teams with instant access to up-to-date information from any location or device. This feature enables seamless collaboration and real-time updates.

Effective Contacts Organization: Reldesk offers a comprehensive contacts management system, allowing businesses to efficiently organize and categorize their contacts. Users can easily filter and search for specific contacts, improving communication and relationship management.

Comprehensive Notes History: Reldesk provides a detailed notes history feature, enabling users to keep track of all interactions and communications with clients. This feature ensures businesses have a complete record of client conversations, enhancing personalized and informed engagements.

Streamlined Sales Opportunities and Pipeline Management: Reldesk enables businesses to effectively manage and track their sales opportunities and pipeline. Users can categorize and prioritize prospects, ensuring efficient sales forecasting and preventing potential leads from being overlooked.

Efficient Appointment and Task Management: Reldesk allows users to schedule and manage appointments and tasks within the system, ensuring important deadlines and meetings are not missed.

Seamless Email Integration: Reldesk integrates with email platforms, streamlining communication by enabling users to manage their email communications within the system. This feature ensures that all client correspondence is centralized and easily accessible.

Financial Integration: Reldesk integrates with financial systems, such as Xero and QuickBooks, allowing businesses to sync their sales and financial data. This integration provides a comprehensive view of business operations and helps streamline financial processes.