Reldesk software provides intuitive, cloud-based sales and relationship management, aiding small businesses in cultivating customer connections. Even though it does not have a mobile application, its robust reporting and seamless integrations justify the investment. Overall, Reldesk’s focus on simplifying customer relationship management (CRM) makes it a compelling choice for growing enterprises.
Reldesk Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Reldesk?
Reldesk is a cloud-based CRM software designed specifically for small businesses to streamline sales and enhance customer relationships. It helps users move beyond cumbersome spreadsheets and overly complex, costly CRM systems by centralizing contact management and providing clear sales pipeline visibility. This intuitive system allows businesses to quickly tag and categorize contacts, ensuring teams are always aligned and ready to engage. This approach leads to faster sales and improved performance by focusing on cultivating and sustaining business relationships.
Reldesk Pricing
Reldesk offers the following pricing plans:
- Growing Plan: Custom pricing
- Accelerating Plan: Custom pricing
Disclaimer: The pricing is subject to change.
Reldesk Integrations
The Reldesk software supports integration with multiple systems and platforms, such as:
- Gmail
- Microsoft Outlook
- Google Sheets Software
- QuickBooks
- Xero Accounting Solution
- Slack Software
- Microsoft Excel Software
Who Is Reldesk For?
Reldesk is ideal for a wide range of teams, industries and sectors, including:
- Charities and non-profits
- Sales teams
- Consulting firms
Is Reldesk Right For You?
If your small business seeks to move beyond cumbersome spreadsheets and complex CRMs, Reldesk offers an intuitive, cloud-based solution focused on genuine relationship building. Its standout UK company prospecting tool and dedicated Reldesk features make it ideal for specialized markets. With Reldesk, businesses gain clear sales pipeline visibility and streamlined operations.
Still doubtful if Reldesk is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Reldesk Features
Reldesk provides an intuitive, cloud-based CRM system specifically tailored for small businesses, helping them save time, build stronger relationships, and grow sales. It centralizes client and prospect information, moving beyond complex spreadsheets to offer clear visibility into sales pipelines. This focus on simplified relationship management empowers small enterprises to cultivate customer connections and boost revenue effectively.
This specialized tool within Reldesk allows businesses selling to the UK market to efficiently search, filter, and evaluate potential UK companies. Users can narrow down their target market by industry, location, company type, status, and name. It also enables one-click searches on Google, LinkedIn, and Companies House.
Tailored for small and medium-sized charities, Reldesk's Charity CRM helps organizations grow donations, build partnerships, and simplify administration. It facilitates easy tracking and categorization of donors and partners, provides notes history for quick responses, and supports online recurring direct debit donations with Gift Aid tracking. This cloud-based system ensures teams can access vital information from anywhere.
Reldesk facilitates free UK company checks by integrating directly with public data sources. Through its company prospector tool, users can perform one-click searches to access publicly available details such as a company's registered address, incorporation date, current and resigned officers, and previous names. This streamlines the process of gathering essential business information without manual data entry.