A calmer way to grow
Your people, pipeline, and next conversation.
Together in one beautifully clear workspace.
No payment card required · Your workspace, your connections
A little clarity. A lot of possibility.
Product illustration · sample content
One workspace. A clearer picture.
Move from the first hello to the next opportunity without losing the details that make a conversation personal.
Keep contacts, companies, tags, and conversations together. Build audiences around the relationships you already have.
Build reusable email templates, choose your audience, and review campaigns before you schedule them.
Turn pipeline events into clear sequences of emails, waits, tasks, and stage changes—with you in control of publishing.
Stay in your flow
Your Dynamic Island keeps calling tools and notifications close. A structured sidebar gives every part of your workspace a home.
Call without leaving your CRM
Keep your next action in view
Understand activity and pipeline performance
From hello to your first follow-up
Give your workspace a name. Your account becomes its owner, with control over your team and settings.
Import your contacts, invite teammates, and connect the providers you use for email and calling.
Organize your pipeline, design a campaign, and build a follow-up journey around the way your team works.
Your tools, connected
Set up services from App connections. Keep provider configuration in your workspace, and connect only what you need.
Provider credentials and permissions are required. OAuth options depend on your installation's configuration.
A few things to know
DialDesk is a shared CRM workspace for managing contacts, sales pipelines, calls, email campaigns, and follow-up automation. It brings the tools around a customer relationship into one place.
Create an account, name your workspace, then follow the setup guide to import contacts, invite teammates, and configure your connections. You can explore the workspace before connecting providers.
Yes. Import contacts into your CRM, then use tags, company industry, and pipeline stages to define reusable audiences for campaigns. Marketing sends respect the consent and suppression rules in DialDesk.
Your workspace is available after signup. Sending email and making calls require your own configured provider connections. Resend is supported for email; calls use Twilio. Scheduled campaigns and automations also require the background worker to be running.
Workspace owners and admins can create role-based invitations from Workspace & team. Each teammate signs in with their own account and accepts their private invitation link.
No payment card is collected during workspace creation. Provider services such as email and telephony may have their own usage charges.
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