Built-In CRM Solution

Built-In CRM

CRM Solution from Nectar Desk

Nectar Desk includes a built-in CRM that automatically logs every call, SMS, chat, and email to a unified customer record — no separate CRM subscription needed. It also integrates with HubSpot, Pipedrive, Salesforce, and 100+ external CRMs via native connectors.

Combine every customer interaction — calls, SMS, chat, and email — in one unified customer record.

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CRM pipeline board with deal stages from Lead to Won and LostCRM contacts directory with phone, email, company, and disposition columnsCRM contact profile with call, SMS, email actions and editable fieldsCRM contact lists with import, export, and list managementCRM My Activities feed with open tasks and stage changesCRM activity tracking dashboard with totals and recent activity logCRM automation workflow builder with email, wait, and SMS stepsDNC management for do-not-call, SMS, and email compliance listsCRM pipeline settings with configurable sales stages

Pipeline — deal stages

Unified Customer Profiles

See every interaction, note, and history for each contact in one view.

Call & SMS Logging

Automatically log all inbound and outbound calls and messages to the contact record.

Activity Tracking

Track tasks, follow-ups, and pipeline stages directly within the call center.

Custom Fields

Add custom data fields to capture the specific information your team needs.

Contact Lists

Organize and segment contacts by status, campaign, or any custom attribute.

CRM Integrations

Connect to HubSpot, Pipedrive, Salesforce, and 100+ external CRMs via native integrations.

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