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CRM Desks

Software CompaniesGautam Buddha Nagar
Closed now, opens 10:00

Practical CRM workspace for leads, accounts, contacts, tasks, and meetings.

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About CRM Desks

CRM Desks is a software company located in Gautam Buddha Nagar, Uttar Pradesh, providing a connected CRM workspace that helps sales, service, and travel teams manage leads, accounts, contacts, tasks, meetings, and customer activity without spreadsheets or scattered chats.

Core modules work out of the box with fast setupConnected leads, accounts, contacts, tasks, and meetings in one workspaceReal implementation support included with workflow mappingTailored industry solutions for healthcare, finance, travel, and real estateAvailable for small businesses and large enterprises alike

Services and products

  • Lead Management
  • Account Management
  • Contact Management
  • Task Management
  • Meeting Management
  • Sales CRM
  • Travel Itinerary Builder
  • Financial Services CRM

Business details

Category
Software Companies
Address
C-76 Third Floor, C Block, Sector 63
Pincode
201305
Email
name@company.com

Frequently asked questions

Can I import my existing contact list into CRM Desks?

Yes, contacts can be imported in bulk and mapped to the right fields on setup.

How does CRM Desks handle duplicate contacts?

Duplicate entries are flagged so your team can review and merge them without losing history.

Can Desk CRM track renewal and document deadlines for financial services?

Yes, key dates can be stored on the client record and used to trigger reminder tasks ahead of time.

Is client data kept separate by advisor or fully shared in CRM Desks?

Access can be scoped so advisors see their own clients while managers retain full visibility.

Does CRM Desks work for loan, insurance, and advisory teams?

Yes, the same structure adapts to onboarding, renewal, and follow-up workflows across financial service types.

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