Cloudesk CRM
A CRM your whole team can pick up in an afternoon. Leads arrive by themselves from your website forms, store, counter, bookings, restaurant and invoices. Drag deals across a pipeline, log calls and emails, never miss a follow-up, and see exactly what will close this month.
Real screenshots from Cloudesk CRM, using a demo workspace with demo contacts and deals; the first 55 contacts were brought in from its bookings, forms and invoicing clients.
How it works
One click brings in every customer already in Cloudesk — store and counter buyers, bookings, restaurant guests, invoicing clients and form entries. Or import a spreadsheet; columns are matched for you.
Add deals, drag them from stage to stage, and log every call, email and meeting on the person's timeline. Tasks and reminders keep the next step on someone's list.
Put new leads into a sequence — an email today, a call task in two days, a check-in next week — and watch the reports for what's working.
The tour
01Lead capture
Website forms, online and counter orders, bookings, restaurant guests and invoicing clients become contacts the moment they happen — matched by email or phone, so the same person is never added twice. For any other form or ad, there's a lead link.
02Contacts
Ready-made views — mine, new leads, hot leads, customers, gone quiet — plus your own saved views. Filter by stage, owner, tag and last activity, and sort by score.
03Bulk actions
Tick a few people — or every contact matching your filters — and assign an owner, change their stage, tag them, or put them into a sequence in one go.
04One person, everything
Details, lifecycle stage, lead score, deals and company beside a timeline of every call, email, meeting and note. And what they've bought, booked or been invoiced for anywhere in Cloudesk — with what they've paid you.
05Calls, emails, meetings
Note, call, email, meeting or task from the same box. Calls keep their outcome and length; emails use your templates and merge fields and go out through your workspace's mail service, each with an unsubscribe link.
06Pipeline
Each stage shows its total and the weighted value at its chance of winning. Drag a card to move it; deals that sit too long are flagged; and losing one always asks why.
07Deals
The stage path, people, value and close date on top; the follow-ups and history below. Won and Lost are one tap — and the reason a deal is lost feeds your reports.
08Tasks
Overdue first, then today, then what's coming. Tick them off from here or from the person's page. Managers can look at anyone's list.
09Sequences
An email when they enquire, a call task two days later, a check-in after a week. Add people one at a time or a whole list; see where each one is.
10Lead scoring
Points for what matters to you — a work email, a phone number, a company, recent activity, an open deal, a tag or a source. Scores run 0 to 100 and update as people are contacted.
11Reports
Won, win rate, average deal and sales cycle; pipeline by stage; a weighted forecast by month of expected close; why deals are lost; where leads come from and how they convert; and each person's calls, emails, meetings and results.
12Import
Excel, Google Sheets or another CRM saved as CSV. Columns like Full Name, E-mail, Mobile and Designation are matched for you; people already here are updated, not duplicated.
In detail
Website forms, online and counter orders, bookings, restaurant guests and invoicing clients become contacts as they happen — matched by email or phone, never duplicated. A lead link takes forms from any other site or ad.
We'd rather be upfront than surprise you later:
No. The CRM works on its own. If you do use the store, bookings, Horeca or invoicing, their customers flow in automatically.
No — people are matched by email, then by phone (the last ten digits, so +91 and 0 prefixes don't matter). If two records do slip in, the duplicate finder merges them with their whole history.
Yes. Switch on “People see their own records” and members see what they own (and unassigned leads); owners and admins still see everything.
Yes. Save it as CSV and import — columns like name, email, mobile, company and tags are recognised, and re-importing updates people instead of duplicating them.
To nobody, to one person, or in turns across the team (round-robin) — and the owner can get an email the moment a new lead fills in a form.
Next up: Cloudesk Accounts →
