Free
₪0
- Full CRM: deals board, client cards, tasks and a calendar
- Export to Excel
- No automatic emails
DeskKit Automate ✨ Automations + CRM
Your business answers clients and sends reminders on its own, payments included, even while you're with a client, mid-treatment or on site.
Your first automation
No code · Nothing to install · Cancel any time
Three steps, a few minutes, and from there it runs on its own.
Every enquiry from your website form goes straight into DeskKit, with no copying details by hand.
Each automation is explained in plain words. Want different wording? Edit it and save.
A reply to the client, a reminder to you and a morning summary. You keep working, and the business doesn't miss a thing.
From the moment a client gets in touch until they say yes.
The sender gets a thank-you right away, and you get an email with all the details.
A few short, polite messages until the client decides.
No answer to your quote? A reminder to you to get back to the client. An email to the client is optional too.
A few days before it expires: a natural reason to get back to the client.
One email in the morning: who's waiting for an answer and what needs doing today.
Every enquiry, quote and client in one place. No sticky notes, no digging through WhatsApp.
See at a glance who got in touch, who got a quote and who closed. Drag a card to the next stage.
Every email, quote and conversation with the client, in order. You know exactly where you left off.
"Call on Sunday", "Send a quote". Simple tasks that don't get forgotten.
Meetings, calls and reminders, linked to the client. Tasks, quote expiry dates and payment due dates show up on their own. Free, like the rest of the CRM.
Your data belongs to you. Download all your clients to a file that opens in Excel, in one click.
Start for free. Upgrade only when you want the emails to go out on their own.
₪0
Recommended to start
₪49 /month
₪99 /month
7-day free trial · Cancel any time · Automatic full refund if you cancel within 14 days of the first payment
No. Pick an automation, read what it will do, and turn it on in one click. You can edit the wording of the messages, and there's nothing technical to set up.
No. Everything happens inside DeskKit: the CRM, the emails, the reminders and the summaries. No outside connections and no extra subscription.
The CRM is free. The Basic plan is ₪49 a month and the Pro plan is ₪99 a month. Both plans come with a 7-day free trial.
Messages to clients are replies to an enquiry they sent, or the continuation of work already going on between you. Marketing emails go only to people who agreed to receive them.
The app has a "Cancel plan" button. Click it and that's it. Cancelling with the button within 14 days of the first payment refunds that payment in full, automatically.
More guides: Payment reminder to a client · Following up on a quote · Google reviews · A CRM for a small business
Turn on your first automation in a few minutes. If it's not for you, cancel in one click.