Designed And Developed With The User In Mind

• Contact Management

  Organize accounts and contacts by groups. Notes and History allows you to view past meetings, document uploads, and notes.

• Calendars

  Schedule events, meetings, quotes, or simply phone calls. Set reminders to email you or notify you in the web client. Never miss a sale.

• Asset Management

  Use the customizable tab to create an Asset Management sheet to follow up on client properties or equipment. Set reminders to follow up with contacts.

• Data Import & Export

  Get up and running quickly with a simple import of your data from Act! Or Outlook. Use the export feature anytime you wish to export your data to another program.

• Multi Company Capable

  Do you own more than one company? With SalesdeskSuite you can set up all your businesses to use the system. And no need to purchase another copy – do it all with one version of SalesdeskSuite.

• Customization

  An Additional Contact Info tab allows users to create customized fields. SalesdeskSuite also has a customizable tab that can be setup by Matrixwebs for particular industries.

• Sharing Functionalities

  Allow managers access to all user's contacts and calendars. Set permissions for users to share contacts with other users.

• Emails

  Send simple emails within the client. Send mass emails to groups of contacts in HTML.