Everything you need to call, follow up and close.
DialDesk CRM brings your phone, CRM, email and WhatsApp into one Windows app. Here is every part of it.
Your Android phone becomes the dialer.
Connect by USB cable or Wi-Fi. DialDesk places the call on your SIM, shows the live call state and saves the real talk time from the phone's call log.
- Click-to-call from any lead, list or dial pad
- Preview and progressive auto-dial with pause, resume and skip
- Live status: dialing, ringing, connected, ended
- Hang up from the PC; dual-SIM support
- Incoming-call pop-up that shows who is calling
- Missed-call capture and call-log sync for calls made on the phone
- Retry rules for no-answer and busy numbers
- Calling-hours guard, daily caps and a do-not-call list
Every conversation, attached to the right lead.
DialDesk finds your phone's built-in call recorder folder, copies each recording after the call and attaches it to the matching call by number and time.
- Automatic copy after every call
- Player with 1×, 1.5× and 2× speed on the lead timeline
- Keep recordings for a set number of days or only for chosen outcomes
- Optionally delete from the phone after copying
Leads, pipeline and history in one place.
A fast CRM built for calling teams, with the fields you need and nothing you don't. Tested smoothly with 50,000 leads.
- Custom fields, tags and alternate phone numbers
- Rename, add or remove lead fields in Settings
- Excel/CSV import with column mapping, phone cleaning and duplicate checks
- Filters, saved segments, column chooser and bulk edit with undo
- Kanban pipeline board with your own stages
- Hot / warm / cold lead scoring
- Duplicate finder and merge; 30-day recycle bin
- Global search and command palette (Ctrl + K)
Know what to do next, every morning.
The dashboard shows today's targets, overdue follow-ups and pipeline value. Reminders pop up on time, even when you are in another window.
- 11 alert cards with drill-down lists
- Follow-ups by today, overdue, upcoming and calendar, with snooze
- Reminder pop-ups and Windows notifications
- Reports on calls, connect rate, best calling hours and campaigns
- Export reports to Excel or PDF
- Daily summary when you open the app or by email
Send from your own business mailbox.
Add any SMTP/IMAP mailbox (Google Workspace, Zoho, Hostinger, cPanel and more). Replies are matched to the right lead automatically.
- Templates with lead variables, attachments and scheduling
- Bulk email with hourly limits and random gaps
- Inbox of lead replies, unmatched mail, sent and failed
- Email sequences that stop when the lead replies
- Opt-out word detection
- Meeting invites (.ics)
Two ways to message: personal and official.
Use WhatsApp Web inside the app for one-to-one chats, and connect the official WhatsApp Business Platform for approved bulk templates. They stay separate.
- WhatsApp Web inside DialDesk with persistent login
- Open a chat with a filled template; you press Send
- Drag library files and quotations into the chat
- Official WhatsApp Business API: approved templates, bulk campaigns, opt-in tracking
- Replies received in the app, with step-by-step setup built in
Send the right document in one click.
Keep your company profile, brochures and price lists in a library. Build GST quotations and share them by email or WhatsApp.
- Library with versions and smart suggestions for each lead
- Templates for email, WhatsApp, SMS and call scripts
- Services catalogue
- Quotations with CGST + SGST or IGST, discounts and amount in words
- Branded quotation PDF
- Quote status, revisions and automatic "Won" on acceptance
Let routine follow-ups run themselves.
Build "When → If → Then" rules, test them safely before switching them on, and let DialDesk handle the repetitive steps.
- Rules on call outcomes, stages, replies and dates
- Actions: send template, create follow-up, change stage, add tag and more
- Dry-run to see what a rule would do
- Seven ready-made example rules to start from
Your data stays yours, and stays safe.
Everything is stored on your PC. Optional daily backup to your own Google Drive is encrypted before upload, and can be restored on a new computer.
- Automatic daily local backup and one-click restore
- Encrypted Google Drive backup (AES-256), 30 days kept by default, recordings included
- PIN lock and auto-lock
- Offline licence check: one key per PC, no internet needed
- Light and dark theme; first-run setup wizard
See it working with your own leads
Install, connect your phone and make your first call in about fifteen minutes.