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A practical CRM with AI and automation.

The Desk is a relationship-driven CRM that keeps contacts, conversations, tasks, and follow-ups in one timeline—plus AI summaries and automation to reduce busywork and improve consistency.

AI conversation summary
Tasks & follow-ups
Small business
Realtors
Automotive dealers
CRM
Built to be usable
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What it helps with

  • Turning messages into structured follow-ups
  • Keeping client co

    Core CRM capabilities

    • Contacts and lead management
    • Conversation timeline (notes, tasks, follow-ups)
    • Reminders and next-step tracking
    • AI summaries per contact to keep context clear
    • Simple, practical workflow automation
    • Consistent handoff between team members
    • Searchable history so nothing gets lost
    • Designed for daily use, not “CRM administration”

    Automotive dealer workflows

    For dealers, The Desk adds inventory-aware workflows so your team can keep the customer story and the vehicle options connected.

    • Inventory visibility and customer-to-vehicle matching
    • Deal context captured alongside the conversation timeline
    • Optional Black Book values by connecting your own subscription API key

    Note: Black Book access is not included. Dealers provide and manage their own subscription/API key.

    Pricing tiers

    Use this as positioning copy; replace “Contact for pricing” with your actual prices when ready.

    Starter
    Solo operators
    Contact for pricing
    • Core CRM (contacts, tasks, follow-ups)
    • Conversation timeline + notes
    • AI contact summaries
    • Basic automation
    Team
    Small teams
    Contact for pricing
    • Everything in Starter
    • Team workflows and shared visibility
    • Stronger consistency for handoffs
    • More automation + operational tooling
    Dealer
    Automotive dealerships
    Contact for pricing
    • Everything in Team
    • Inventory-aware workflows
    • Customer-to-vehicle matching
    • Optional Black Book values (BYO API key)

    Why The Desk vs a traditional CRM?

    Traditional CRMs often require ongoing configuration and data entry to stay useful. The Desk is designed to be operationally lightweight: capture what happens, keep next steps visible, and use AI to maintain context—without turning your workflow into “CRM work.”

    The Desk

    • Conversation-first timeline: history + next steps together
    • AI summaries reduce re-reading and re-explaining
    • Simple workflows that match how small teams operate
    • Industry modules (Real Estate, Dealer) without bloat

    Traditional CRM

    • Heavier setup, fields, and process enforcement
    • More admin time to keep records current
    • Often optimized for large sales orgs
    • Customizations can become a second project
    ntext visible and actionable
  • Reducing repetitive admin tasks with automation
  • Improving response times and consistency
  • Staying organized without a heavyweight CRM
  • Automotive workflows: inventory visibility and optional Black Book values (dealer-provided API key)

Who it is for

  • Small businesses that run on conversations
  • Realtors and small teams who want better follow-up
  • Automotive dealers who need lead + inventory context
  • Independent professionals who need structure
  • Anyone tired of scattered notes and inbox chaos

Want something custom?

If your workflow is unique, I can build tailored automation and AI tools around it—The Desk is simply the first product built from that capability.