TaskDesk CRM

A powerful CRM that goes beyond the sale. Manage enquiries, bookings, hires, installations and more.

Tailored for your industry, your workflow, and your growth.

A Fully Tailored CRM That Works How You Do

Our custom-built CRM platform, developed on WordPress, is designed for businesses that need more than just lead tracking. Whether you sell products, hire out equipment, manage appointments or offer installations, our CRM adapts to your operations — not the other way around. From handling enquiries to managing schedules, stock, staff, and ongoing services, it’s one unified system for your team. Fully customisable and scalable, it evolves as your business grows.

Key Features

Unified customer records for sales, hire and service
Visual sales and hire pipelines with deal tracking
Product and equipment management with availability calendar
Task scheduling, reminders and team assignments
Smart quoting and flexible invoicing options
Workflow automation with email and calendar integration
Integrated with your CMS, including eCommerce and content
Real-time insights, reporting, and performance dashboards
TaskDesk CRM. Bringing efficiency to your business
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TaskDesk CRM: Sales & Beyond

Track leads, manage bookings, and run operations—all in one tailored, time-saving system.

Sales Funnels Made Simple

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Track every enquiry through to conversion with customisable pipelines. Whether you’re selling products, managing bookings or hiring out equipment, our CRM helps you visualise, manage, and follow up on every opportunity in one place.

Customer Journey & Workflow

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Our CRM isn’t just about landing the sale, it’s about managing what happens next. Handle hire durations, job scheduling, servicing, deposits, returns, and more. See every customer interaction at a glance and streamline operations across departments.

Website and CMS Integration

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Seamlessly connect your CRM with your existing website or let us build something from the ground up. Integrate product listings, booking calendars, content management and payment systems. Whether it's WooCommerce, a custom CMS or a hybrid model,  we’ll tailor it to fit your business.

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