ClientDesk
A CRM built directly into Gothia AI Portal. Manage customers, contacts and deals in the same platform as Compass AI and Calendar. No separate HubSpot subscription.
Preview
Customers · Deals · Activities
Features
Manage customers and deals without unnecessary features.
Customer register
Core data, status, MRR, email and industry in one place. Quick search on name, domain or tag.
Contact persons
Link multiple contacts to the same customer with primary contact flag and direct email link.
Deals (Kanban)
Pipeline with six stages: qualified, proposal sent, negotiation, won, lost, delayed.
Activity log
History per customer. Activities linked to contacts and deals so you see context immediately.
Compass AI integration
Ask Compass AI about customer data, update deals or create tasks directly in the conversation.
CSV import
Import existing contacts from CSV. Duplicates detected by email.
What is coming next
ClientDesk develops as customers grow.
- Customers, contacts and deals (Kanban)
- Tasks, meetings and activity log
- CSV import
- Compass AI integration (27 tools)
- Fortnox and Visma integration
- Custom fields
- Reports
- File attachments
- API webhooks
- Incoming email (IMAP) to contacts
- PWA (installable app)
- Deeper automation via FlowEngine
- More accounting integrations
Included in all plans
ClientDesk is included in all Portal plans together with Compass AI and Calendar.
See all plansFrequently asked questions about ClientDesk
Get started with ClientDesk
ClientDesk is included in all plans. Choose your plan and get started today.