Every lead, and where it stands
Every lead we send you, in one list: who still needs a first call, who’s been reached, and where each one sits in your CRM. When a lead is poor, you can see why.
Example week · invented leads
Every call, read for you
Every call your team makes to our leads is recorded and read, from Desk or from your own dialler. You get the moments that mattered, what the lead said against their form, and what your rep could try next time.
Sam PatelBristol · BS3
Visit booked · Wed 14 Oct, 17:20 · 6:52 at your desk
What happened
Sam confirmed what the form said and wants the work done before Christmas. Price came up early, and Chris named the visit fee before Sam had to ask. Sam’s partner decides too, so the visit is booked for an evening when they’re both home.
“If you can come when we’re both in, let’s do it.”Customer, 6:01
Could this have gone better?
About Sam
What Sam told your rep, against their form.
- Asked for
- Free quote , then on the call: A quote this year 1:24
- Home owner
- Yes , then on the call: Yes, 12 years 1:36
- Timeline
- 1–3 months , then on the call: Before Christmas 2:20
- Decides
- Just me , then on the call: With a partner (not what the form had) 4:22
- Best time
- Afternoons , then on the call: Evenings, after 6 6:11
- Outcome
- Visit booked
- Your CRM
- Visit booked
- At your desk
- 6:52
- Line
- Your dialler
- Your rep
- Chris
- Record
- Delivered 16:58
Ref 2187 · Revision 1 · 14 Oct, 17:27
Example call · invented customer and rep
Any call
From Desk or your dialler
Calls made from Desk, and calls from your own dialler or phone system, are read the same way.
Lead quality
Judged from the call
What the lead said, against what they put on the form. If a lead was poor, the call shows why.
Coaching
Better calls from your reps
What worked, what to try and what to ask next time, on every call.
Moments
Straight to what mattered
Each call is marked where the price came up, where it turned and how it ended. Click to hear it.
See how your team’s calls are going
Coaching on every call, a daily read of what’s working and what’s getting in the way, and the calls worth hearing. Week by week, you see which leads turn into work.
Coaching
On every call
What worked, what to try and what to ask next time, for the rep who made the call.
Daily review
A read of the day
What moved forward, what’s working and what got in the way, with the calls behind each point.
Trend
Week by week
How each week’s leads mature, from delivered to reached to booked.
Example review · invented calls
No CRM? Work your leads in Desk
Call, take notes and log the outcome in one place, on our line. Built for teams on the phone all day: every action has a key.
01 · Up next
The next lead to call
Desk lines up who to call. Press D and you’re dialling.
02 · Call
Your phone, or your headset
Desk rings your phone, then puts you through to the lead on our line. At a desk? Call from the computer.
03 · On the call
Notes the next caller reads
What they put on the form sits beside the notes, so nobody asks twice.
04 · After the call
The outcome, suggested
When you hang up, Desk suggests how it went from what was said. Keep it or change it, then call the next lead.
Keys
- ↑↓move
- Dcall
- Llog a call
- ↵open
- Ccopy number
- Fflag
- /search
Every call from Desk is recorded and read, like any other.
Recorded fairly, kept private
The rules Desk keeps on every lead and every call.
Recording
Calls are recorded with notice
Your rep tells the lead the call is recorded at the start. The recording stays with the lead, in Desk.
Recording
- Notice
- Given by your rep, at the start
- Kept
- With the lead, in Desk
Honest numbers
Nothing is guessed
Outcomes come from what your team logs or from your CRM. A suggestion from the call stays a suggestion until your rep picks it.
Booked, guessed from the call
Suggested from the call · your rep confirms
Returns
Bad numbers come back
Invalid numbers are returned with no time limit, and show in Desk as returned, with no charge.
Data
Your calls, your team only
Each buyer’s leads and calls are kept apart. Only the people you invite can see them.
Who sees this call
- Seen by
- Your team
- Shared with
- No one else
What does Desk cost?
Nothing. Desk comes free with our leads, call analytics included.
Do we have to stop using our CRM?
No. Leads go into your CRM as they do now, and Desk reads each lead’s stage back. If you don’t have a CRM, you can work your leads in Desk instead.
Which calls get read?
Any call your team makes to our leads: calls made from Desk, and calls from your own dialler or phone system. We set that up with you.
How does calling from Desk work?
Press Call and Desk rings your phone, then puts you through to the lead on our line. Or call from your computer through a headset. Either way, the call is recorded and read.
What does a call read show?
What happened on the call, the moments that mattered, what the lead said against what they put on the form, and coaching for the rep: what worked, what to try and what to ask next time.
Does Desk log the outcome for us?
It suggests one as soon as the call ends, from what was said. Your rep keeps it or changes it, and nothing is logged until they do.
What’s in the daily review?
A short read of the day’s calls: what moved forward, what’s working and what got in the way, with the calls behind each point. Trend shows how each week’s leads mature.
Who can see our leads and calls?
Only your team. Each buyer’s leads and calls are kept apart, and only the people you invite can log in.
Desk comes with your leads
Tell us who’s on your team and how you call today. Desk is ready before your first lead lands.
01
Agree your leads
Your criteria, area and volume, and where leads go: your CRM, Desk, or both.
02
Connect how you call
Call from Desk, or we connect your own dialler so its calls are read too.
03
Invite your team
Everyone you add sees every lead, every call and its read from day one.