Everything you need to
close more deals.
Deep dive into the tools that power Unidesk. From capturing your first lead to managing relationships and driving sales via WhatsApp.
Lead Management
Stop losing track of potential customers in scattered spreadsheets. Unidesk acts as your central source of truth, capturing and organizing leads from your website, WhatsApp widget, and native integrations automatically.
Omnichannel Capture
Automatically sync leads from Facebook Lead Ads, web forms, and direct WhatsApp messages.
Smart Deduplication
Ensure clean data with automatic merging of duplicate contacts based on phone numbers or emails.
Custom Fields
Store unlimited custom data attributes specific to your business needs.
Sales Pipeline
Track deals visually and push them to closure. Customize your sales stages to match your exact workflow, dragging and dropping deals as they progress from initial inquiry to signed contract.
Visual Drag-and-Drop
Easily move opportunities across customizable stages to keep your pipeline accurate.
Revenue Forecasting
Assign deal values and probabilities to get clear visibility into expected revenue.
Task & Follow-up Triggers
Automatically create tasks for your team when a deal enters a specific stage.
WhatsApp Automation
Stop replying manually to the same inquiries. Build smart automation flows that welcome new prospects, answer common questions, and send scheduled reminders automatically via the Official WhatsApp Business API.
Keyword Triggers
Set up auto-responses based on specific words or phrases sent by customers.
Out of Office & Welcome Flows
Ensure every lead gets an instant response, 24/7, routing them to the right team.
Automated Follow-ups
Send predefined message sequences over days or weeks to nurture cold leads.
Shared Team Inbox
Stop passing around a single smartphone. Give your entire team access to WhatsApp communication from one unified interface. Collaborate, leave internal notes, and transfer chats seamlessly.
Multi-Agent Access
Multiple agents handling one WhatsApp number simultaneously on separate screens.
Collision Detection
See when another agent is already typing a reply to prevent duplicate responses.
Internal Mentions
Tag colleagues hidden from the customer to discuss inquiries before replying.
Broadcast Campaigns
Achieve 98% open rates by reaching your customers directly on WhatsApp. Send promotional updates, newsletters, and personalized offers to thousands of segmented contacts without getting banned.
Bulk Messaging API
Send to unlimited contacts securely via the Official Meta API.
Rich Media & Buttons
Include images, PDFs, videos, and interactive quick-reply buttons in your campaigns.
Advanced Segmentation
Filter your audience by CRM attributes to send highly targeted, relevant messages.
Analytics & Reports
Make data-driven decisions. Monitor your entire sales operation from high-level pipeline health down to individual agent response times and campaign performance.
Campaign Performance
Track read receipts, reply rates, and link clicks for every broadcast.
Agent Productivity
Measure average response times, chats handled, and deals closed per team member.
Win/Loss Analysis
Identify bottlenecks in your pipeline and understand why deals are won or lost.
Ready to streamline your sales?
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