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Features

Everything your sales and customer service operation needs.

With AI already included and screens that connect: the conversation becomes a lead, the lead enters the pipeline, the pipeline feeds the AI.

Communication

Omnichannel inbox: WhatsApp, Instagram, Messenger, webchat and email

All conversations from your channels in one place, inside the CRM. Every message becomes context: history, lead and contact connected automatically.

  • Official WhatsApp (Meta Cloud API): 1-click connection, your company number, multiple agents
  • Instagram Direct and Messenger in the same inbox, with a lead created for every conversation
  • Visible 24-hour window and Meta-approved templates to reopen conversations
  • Media, assignment by agent and real-time notifications (bell, sound and browser)

Learn more:WhatsAppInstagram and MessengerConnecting to Meta step by step

WhatsApp from Starter · Instagram, Messenger and webchat from Premium
AI-powered customer service

A 24/7 chatbot that knows your business

A virtual agent that answers your customers on WhatsApp and on your website chat using your company's knowledge base, qualifies leads and hands off to the team when needed.

  • Your own knowledge base: documents, FAQs and pages from your website
  • Handoff to a human with the full conversation context
  • Webchat widget for your website and lead capture straight to WhatsApp
  • Monthly quota per organization (1,000 messages on Premium, 5,000 on Platinum)

Learn more:Support chatbot

From Premium · lead capture widget from Starter
CRM and sales

Contacts, companies and a visual sales pipeline

Complete records with custom fields, tags and history for each record. The column pipeline shows every opportunity from first contact to closing.

  • Pipeline per company with configurable stages and drag-and-drop
  • AI Score from 0 to 100, with reasoning, to prioritize who matters
  • Duplicate management with field-by-field merging
  • Bulk import: Excel spreadsheet (ready-made template) or LinkedIn connections

Learn more:Sales pipelineContactsData import

Documents

Customer documents stored securely, inside the CRM

Proposals, contracts and receipts live on the contact or company record, or in general team folders. Everyone finds the right file, and only people who can see the customer can download it.

  • Drag-and-drop upload, with multi-select to download or move files to the trash
  • Private storage on Google Cloud, with no public links and permission checked on every download
  • Every file is scanned by antivirus before it is saved; files with threats are refused
  • PDF, Word, Excel, PowerPoint, TXT, CSV and images up to 25 MB; Office files with macros are refused for safety
  • 30-day trash, and downgrading your plan never deletes a file

Learn more:Documents

On every plan · storage grows with the plan
Native AI

FlakeDesk AI: ask about the platform and about your data

Our own assistant, included in every plan, no API key required. It summarizes your day, prioritizes leads, suggests the next action and answers how-to questions using the official documentation.

  • AI Basic included in every plan, with a per-user quota
  • AI Pro on higher plans: premium models and BYOK (your own Claude or ChatGPT key)
  • Memory and context across conversations on Platinum
  • Full isolation per organization and no data used to train models

Learn more:AI assistant

Organize your day

"If X, then Y" automations and smart follow-ups

When something happens in the CRM (lead captured, stage changed, no interaction for N days), FlakeDesk runs actions for you: send a template, create a follow-up, add a tag, move it in the pipeline, assign an owner or notify the team.

  • Library of ready-made recipes and an optional delay on each action
  • Follow-ups with pending and overdue items highlighted, completed when you log the interaction
  • Incoming email becomes a lead automatically (Premium+)
  • External API with keys to integrate your systems (Premium+)

Learn more:AutomationsMessages and templates

Automations from Premium (up to 20 rules; unlimited on Platinum)
Reply to lead by email
Lead capturedSend email templateCreate follow-up· 0 runs
Became a customer
Status changedAdd tagLog note· 1 run
Customer lost
Stage changedLog noteNotify team· 2 runs
Active rules: 3 of 20 (plan limit).
Organize your day

Calendar, reports and your daily Dashboard

Two-way sync with Google Calendar and Outlook: the follow-up becomes an event on your calendar. Reports with pipeline conversion, won and lost deals, lead sources and customer service metrics.

  • Dashboard with today's appointments, overdue alerts and unread messages
  • Reports filtered by salesperson with CSV and PDF export
  • Message and email templates with dynamic variables
  • Email and in-app notifications for follow-up reminders

Learn more:Follow-ups and calendarMeeting schedulingReports and Score

Team and administration

Roles, invitations, white label and audit logs

Admins, managers and members with shared or per-user restricted visibility. Invite by email or open sign-up to anyone using your company's domain.

  • Roles and permissions per user
  • Verified domains and email invitations
  • Your brand (name, logo and colors) in the interface, from Starter
  • Log of administrative actions, full isolation between organizations and encrypted data

Learn more:Team and permissionsSettings and plans

Mobile app (Android and iPhone)

Your entire CRM in your pocket

The same unified inbox as the web, pipeline, leads and "My day", with push notifications for every new message. Same account, no extra cost, on every plan.

Get it onGoogle PlayComing soon toApp Store

See it all working with your own data

Start for free, no credit card required. AI is already included.

Start for freeSee plans
Features | FlakeDesk