CRM
Turn visitors into members. Automatically.
Every visitor, tour, guest booking, and waitlist signup automatically becomes a lead in your pipeline. No manual data entry, no separate CRM tool, no spreadsheets. Deskie tracks every interaction, suggests when to follow up, and moves stale leads through stages automatically. You see who needs attention, who's going cold, and who's ready to convert. All from one screen.
New8
Engaged5
At Risk3
Won12
Auto-Created Leads
Tours, visitors, guests, and waitlist entries become leads instantly. No manual work.
Visual Pipeline
Kanban board with drag-and-drop across New, Engaged, At Risk, Won, Lost, and Archived stages.
Email & SMS Templates
Context-aware templates that adapt based on lead source and pipeline stage.
Auto-Decay
Inactive leads automatically move to At Risk (15 days) then Archived (30 days). Your pipeline stays clean.
New3
NT
Natalie Torres
Tour
MW
Marcus Webb
Visitor
PP
Priya Patel
Waitlist
Engaged2
SC
Sarah Chen
Tour
JO
James Okafor
Visitor
At Risk2
LM
Leo Mendez
Waitlist
DO
Dana Ortiz
Tour
Pipeline Overview
34 total leads across 6 stages
New
8
Engaged
5
At Risk
3
Won
12
Lost
2
Archived
4
Subj:Great meeting you!
Template
Tour Follow-UpMembership InfoCustom
Hi Natalie,
It was great meeting you on the tour today! I wanted to follow up and share more details about our Private Office options...
We have availability starting next month. Happy to answer any questions.
Send
Save Draft
Auto-Decay Timeline
Leads automatically move stages based on inactivity
New
Day 1
At Risk
Day 15
Archived
Day 30
LM
Leo Mendez
Last activity: 14 days ago
Moves to Archived in 16 days
Automatic lead creation
Every time someone books a tour, checks in as a visitor, makes a guest booking, or joins your waitlist, a lead is automatically created in your CRM. No extra steps, no copy-pasting from one system to another.
Pipeline management
A visual kanban board shows every lead organized by stage. Drag cards between columns or let the auto-decay system handle stale leads. Cold indicators show which leads are cooling down so you know where to focus.
Contextual outreach
Send emails and texts directly from each lead's profile. Templates adapt based on the lead source. A tour follow-up is different from a visitor check-in. Every interaction is logged in the activity timeline.
Next Step reminders
Set what should happen next for each lead and when. The next step is always visible on the lead card and in the detail view so nothing falls through the cracks.
Frequently asked questions
Common questions about Deskie pricing and features.
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