ClientDesk
Sales CRM Platform
ClientDesk is a pipeline-first CRM for small sales teams. It starts from the reason most CRMs go stale — updating them costs more than remembering — and makes the update cheap enough to win.
Designed & developed by Entrovix
- Year
- 2024
- Discipline
- Sales ToolsInteraction DesignEngineering
- Services
- Product StrategyUX/UI DesignFull-stack Engineering
- Built with
- Next.jsTypeScriptPostgreSQLPrisma
The Challenge
The system of record that nobody records in
Every sales team has watched a CRM die the same way. It arrives configured for the person who administers it, each update demands a form's worth of fields, and within weeks the team quietly reverts to memory and a shared spreadsheet. The pipeline still renders — it just describes a version of the quarter that stopped being true.
Rather than adding features, this build subtracted friction. The hardest interaction in a CRM is not the report or the forecast; it is the minute after a call ends, when logging what happened competes with the next thing on the list. Win that moment, and the rest of the product has honest data to work with.
The Approach
How we worked
Capture that fits the moment
Logging an interaction was designed to take seconds: type the note, pick the deal, done. Required fields were treated as a tax on truth and kept close to zero.
Cards that show their age
Every deal card carries a chip stating how long it has sat in its stage. A stalled deal looks stalled from across the board — no filter, no report, no weekly review needed to find it.
The follow-up is an object
The next task on a contact is structured data with a date, not a line buried in a note. The product can therefore hold the team to it, and the drawer shows it before the history.
Built for the pipeline dweller
Small teams live in one view. The admin surface — custom fields, permissions, imports — exists, but it stays out of the screen where selling actually happens.
The Solution
A board that keeps itself honest
The product opens on a three-column pipeline — new leads, proposals out, deals won — with compact cards carrying the company, the value and a stage-age chip. Reading the board is the status meeting; nothing important asks to be opened first.
A contact drawer slides over the board rather than leaving it: the person, their details, a timestamped timeline of recent activity, and the next task pinned as a chip. The icon rail on the left stays thin, because the pipeline is the product and everything else knows it.
Inside the product
What it actually does
Every Screen
One product, whatever it is opened on
The phone layout is not the desktop one squeezed down. Density, hit areas and reading order are decided per screen, and the interface keeps its meaning at both ends.
Capability
What we brought to ClientDesk
The same services are available on their own — each one links to what it involves, how it runs and what you get.
Built with
- Next.js
- TypeScript
- PostgreSQL
- Prisma
Disciplines
Sales Tools · Interaction Design · Engineering
The Outcome
What it settled
- Logging a call costs seconds, so it actually happens
- Stalled deals surface from the board itself, not from a report
- Every contact carries its next follow-up as a commitment, not a memo
- One pipeline view carries the whole working day
That was some of our work
Now let’s talk about yours.
Tell us what you’re building. You’ll get a written plan, a clear proposal, and a team that shows its work every week.