Desk · CRM and back office
In developmentAll of a broker's work in one system, from lead to handover
Leads, clients, staged deals, finance, documents and logistics. Your manager works on a phone as comfortably as on a laptop, and the owner sees money and margin.
This product is in development. The capabilities described follow the specification; some features may not be available yet during the trial.
Capabilities
What Desk does
Leads and calls
- Kanban and table: source, budget, desired car, owner, next step
- A "call" button that logs the call outcome and the next step
- Reply templates for Telegram and Viber in one click
- Round-robin lead assignment and "lead untouched for 24 hours" reminders
Contacts
- A client card with a timeline: calls, messages, documents, deals
- ID documents with recognition (OCR), consents, tags
- Duplicate detection by phone number
- CSV or Excel import with column mapping
Sourcing for a client
- A sourcing request → search through Scout → a list with landed cost and margin
- A proposal card for the client in Telegram or the cabinet: photos, calculation, "like / no / call me" buttons
- History of proposals and client reactions
- A call script on the lead card that fills in the request
Staged deals
- Kanban by stage with a configurable state machine and SLAs
- Deal tabs: overview, finance, documents, logistics, customs, photos, timeline, tasks
- Stage changes with required fields and a preview of the client message
- Live margin: plan versus actual by line
Finance
- Cash and bank, receivables by client
- Margin by deal, month and manager
- Excel export for your accountant
- Manager bonuses as a percentage of margin
Documents
- DOCX templates with placeholder checks and PDF generation
- Your own document numbering
- Details of several legal entities or sole proprietors, chosen at generation time
- A register of all documents and signature statuses
Logistics and cars
- A "where are all the cars" board by location: auction, US warehouse, sea, port, border, customs, workshop
- Grouping cars into containers and automatic status updates from container tracking
- Inventory: cars in transit, in stock, sold
- Listing feed export (AUTO.RIA, OLX, otomoto, mobile.de)
Team and settings
- Roles and permissions: owner, manager, documents/finance, logistician
- Your own stages, SLAs and client-facing stage names
- Service and logistics tariffs used in calculations
- Integrations: Telegram bot, payments, Google Sheets export, API keys
How it works
From setup to your first deal
- 1
Set up your company
Add your logo, team, deal stages and your own logistics tariffs. Calculations use your numbers right away.
- 2
Add clients and leads
Import your base from Excel or CSV, connect the Telegram bot and start receiving leads.
- 3
Run the deal to handover
From bid to handover: finance, documents, logistics and client messages in one card.
Questions
Frequently asked questions
Is it comfortable to use on a phone?
Yes. The interface is designed the same way for phone and laptop: the readiness criteria include checking every screen at 390 pixels wide. Installing it as an app (PWA) is part of the specification.
Is there IP telephony integration?
At the first stage calls are logged manually: a "call" button (tel:) and a recorded outcome. An interface for telephony providers (Binotel, Ringostat, Zadarma) is planned, with connection later.
Will another company see my data?
By design, no: every company works in its own tenant and the database enforces isolation (row-level security). Checking that a second tenant cannot see the first one's data is a mandatory readiness condition.
Can I move my clients over from Excel?
Yes: import from CSV or Excel with column mapping and duplicate detection by phone number.
Bring all of a broker's work into one place
The first 14 days are free, then from $29 a month.