ClientDesk
A CRM built directly into GothiaAI Portal. Manage customers, contacts and deals in the same platform as Compass AI and Calendar. No separate HubSpot subscription.
Updated
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.
How ClientDesk is used
Four everyday ways to work in ClientDesk, from first contact to a closed deal.
Keep your customers in one place
Under Customers, companies and their contact people each have a tab. At the top you see the number of companies, new ones in the last 30 days, how many have open deals, total pipeline value and average deal size. Search by name or filter for companies with deals, a website or an industry. If your customers live in a spreadsheet, import them as CSV in four steps: upload, map columns to fields, preview and confirm.
Follow your deals on a kanban board
Each deal is a card showing the customer, the value and the latest activity. Drag the card to the next stage when something happens, or change the stage in the deal view. The board updates immediately for everyone looking at it. Move the card to Won or Lost when the deal is decided. If the standard board does not fit, your administrator can pick another pipeline template.
See what the team has done
The activity log collects notes, calls, emails, status changes and meetings in a single feed, with a column showing which customer each entry belongs to. You see what has happened with a customer before you call, or what the team worked on during a week. Calendar meetings that belong to a customer show up in the log too.
Let Compass do the work
Ask Compass about a customer, or ask it to update a deal or create a task. Compass asks for confirmation before it changes anything. Tasks from ClientDesk and SupportDesk are collected in the same To do list, with filters for status, priority and assignee.
What it looks like
Getting started with ClientDesk
- 1
Create your first company with New company, or import your whole customer register as CSV. Contact people are linked to companies, and one of them can be marked as primary.
- 2
Add your first deals and drag them between the stages on the board. The value of each deal counts toward the pipeline value at the top of the customer page.
- 3
Log notes, calls and meetings on your customers and the activity log fills itself. Tasks can be assigned to someone on the team with a due date and a priority.
- 4
Ask Compass to summarize the state of the pipeline. Compass can also flag a deal that has not moved for a while, in a daily or weekly briefing that you turn on yourself.
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.