Lead capture
Add a company or opportunity name to the New lead column. Search by account or project name to locate it.
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B2B sales / Product showcase
Deal Desk
Keep the next sales action visible.
Launch interactive demo ↓ Explore the Deal Desk AI showcase →Application screenshots · Sample data
Product overview
Sales representatives and team leads
Know which opportunities need a next step
Track qualified opportunities and proposals so deals can move through a clear review process.
Available in the demo
Key features
Qualification and proposal tracking
Mark a lead Qualified when it is ready to pursue, then move it to Proposal sent once the proposal is out.
Won deals and pipeline totals
Mark a deal Won to close it out. Stage counts show how many deals are waiting at each step.
Hands-on walkthrough
Try a complete workflow
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An opportunity waiting for qualification needs different follow-up from one with a proposal already sent. The pipeline shows where each deal stands and where open work is accumulating.
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Create an opportunity with the account and project name.
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Move the opportunity from New lead to Qualified and then Proposal sent.
DD
Demo environment
Deal Desk
B2B sales workspace
Total records
In progress
Complete
Workflow complete
The demo uses fictional records. Changes reset on reload.
Example scenario
Two opportunities need different follow-up
Move one account to Qualified and another to Proposal sent. The pipeline shows which deal needs a proposal and which is waiting for a decision. Mark the second Won when the customer accepts.
Beyond the demo · Proposed
Production roadmap
Deployment and integrations
Mark the deal Won and search by account to see it in the final stage.
AI roadmap
Account briefing assistant
A production assistant could summarize authorized CRM activity and highlight missing information before a sales call.
Build a workflow for your team
Tell us what your team needs to track, where work changes hands, and which systems it needs to connect to.
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