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CRM and pipeline

Know every client, deal and next step without a spreadsheet

SparkDesk keeps accounts, contacts, leads and opportunities in one place, and links each deal to the quote, contract, project and invoices that follow. Nobody has to ask where a client stands.

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Included on every plan, including Free.

Animated illustration with sample data.What the animation shows:
  1. On the opportunity board, New Opportunity opens the create panel.
  2. The opportunity "Website care plan" for Juniper Bakery is filled in with a close date and an amount of $6,500, and saved.
  3. It appears in the Prospect column and the column total updates.
  4. The "Packaging system" deal is dragged from Proposal to Won, and the close is confirmed.

The problem

Sound familiar?

How it works

From first call to signed client

  1. 1

    Capture the lead

    Add leads by hand, import a CSV or Excel file with the import wizard, or let a form create them. Duplicate detection flags people you already have.

  2. 2

    Work the deal

    Move opportunities through your stages with an amount, probability, expected close date and forecast category on each one.

  3. 3

    Quote from the record

    Create the quote from your Products and Services catalog so pricing stays consistent from one proposal to the next.

  4. 4

    Hand off to delivery

    Convert the lead and link the project. The account page shows contacts, deals, projects, cases and invoices together.

In the app

The real screen

Captured from a demo workspace, not a mock-up.

Opportunity pipeline board with deals grouped by stage and weighted totals per column
  1. Deals grouped by stage
  2. Weighted total per stage
  3. Amount and close date

What you get

Accounts and contacts
Parent and child accounts, reporting lines between contacts, email opt-out and do-not-call flags, comments, files and a full activity timeline.
A pipeline you can trust
Stages, probability, forecast categories and win or loss tracking on every opportunity, with saved views for each owner.
Products and services catalog
Keep what you sell with unit prices, tax rates and price lists in more than one currency, then pick items straight onto quotes and invoices.
AI lead scoring and enrichment
Orbit, the in-app assistant, scores leads and fills in company details using platform AI requests or your own AI provider key.
Custom fields and views
Add fields from 26 field types and save views with the filters, sorting and grouping your team actually uses.
Import and export
Bring records in from spreadsheets with the import wizard, and take your whole workspace out with a full export whenever you want.

Read the documentation

Works with

Used by: agencies, consultancies

Compare: vs Bonsai, vs Productive, vs Pipedrive, vs Attio

CRM: questions

Something else? Ask us.

  • Can I import my contacts and deals from another CRM?

    Yes. Export from your current tool, then use the import wizard to bring in CSV or Excel files and map each column to a SparkDesk field. Duplicate detection helps you avoid creating the same person twice.

  • Does SparkDesk sync with my calendar or offer booking links?

    No. Calendar sync and booking or scheduling links are not available. You can set follow-up dates and reminders on records, and My work shows what is due today.

  • How many contacts can I keep?

    Free holds 100 contacts, Solo 1,000, Team 10,000 and Business 50,000. Records over a limit are never deleted: existing ones stay readable, and new ones are blocked until you upgrade.

  • Can my AI assistant update the CRM?

    Yes. Connect SparkDesk to Claude, ChatGPT or another MCP client and it can search, create and update records under your own role and permissions.

Run your next client project in SparkDesk.

Start a 14-day free trial of any paid plan. No card needed, and you can drop to the Free plan at any time.

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