Customer operations

CRM & Customer Growth

Organize customer profiles, conversations, follow-ups, booking history, proposals, invoices, and relationship activity.

DeskGo product guideNo API setup required

What this service does

DeskGo CRM gives teams one place to understand the customer relationship. Keep contact details, conversations, service context, follow-ups, and commercial activity connected instead of relying on scattered notes.

Start with the workflow you need. DeskGo is modular, so a company can enable this service without being required to use every other DeskGo module.

Who it is for

Service businesses that need consistent lead follow-up, customer context, and handoffs between sales, operations, and support teams.

Recommended setup

  1. Define customer fields

    Decide which contact, business, service, source, and segmentation fields your team needs for daily work and reporting.

  2. Import or add customers

    Create customer records carefully and use a consistent ownership, source, and status convention.

  3. Create follow-up stages

    Define practical stages such as new, contacted, qualified, proposal sent, won, lost, and needs follow-up.

  4. Connect service activity

    Use booking, WhatsApp, proposal, invoice, and payment context where enabled so every handoff has useful history.

Main workflows

Customer profile

View contact information, conversations, bookings, proposals, invoices, payments, notes, and assigned owners together.

Follow-up management

Create the next action, owner, due date, and context so opportunities do not depend on memory.

Growth review

Review sources, stages, service activity, conversion context, and unresolved follow-ups with the team.

Important controls

Customer ownership and role-based visibility

Review this control during setup and whenever the company changes its workflow or team responsibilities.

Consistent pipeline stages and next actions

Review this control during setup and whenever the company changes its workflow or team responsibilities.

Connected booking and commercial history

Review this control during setup and whenever the company changes its workflow or team responsibilities.

Activity notes and follow-up accountability

Review this control during setup and whenever the company changes its workflow or team responsibilities.

Frequently asked questions

Is CRM only for sales teams?

No. Support, operations, booking, and account teams can use the same customer context when their permissions allow it.

Can follow-ups be connected to WhatsApp?

Yes, where WhatsApp Business is enabled and connected to the company workflow.