Getting Started
Setting Up Your Deskmantle Account
Walk through the onboarding wizard, connect your email, and import your first contacts.
Read articleImporting Data from HubSpot, Salesforce, and CSV
Step-by-step instructions for importing contacts and deals from other platforms.
Read articleSetting Up Your Workspace
Configure branding, invite team members, and assign roles.
Read articleAdding Your First Client and Deal
A walkthrough of creating a client record and attaching your first deal.
Read articleAI Assistant
What Desk Can Do
A full capabilities list of Desk, your AI business assistant.
Read articleTalk to Desk — Voice Assistant
Set up voice mode, learn voice commands, and understand what Desk can do by voice.
Read articleGenerating Images and Videos with AI
Create marketing visuals and short videos using Deskmantle Studio.
Read articleBusiness Insights and Document Analysis
Use Desk to analyze documents, generate reports, and surface business insights.
Read articleCRM
Client Management
Add, edit, and organize clients with custom fields and health scores.
Read articlePipeline and Deal Management
Manage deal stages, Kanban boards, and revenue forecasting.
Read articleDeal Rooms
Create collaborative deal rooms with mutual action plans and password protection.
Read articleCustom Objects for Industry-Specific Data
Create custom data objects tailored to your industry beyond standard contacts and deals.
Read articleCommunication
Email Integration
Connect Gmail or Outlook, send emails, use templates, and set up sequences.
Read articlePhone Calls and SMS
Make and receive calls, set up the AI receptionist, and manage two-way SMS.
Read articleWhatsApp Messaging
Connect WhatsApp Business, set up auto-replies, and manage conversations.
Read articleTeam Chat
Internal team messaging with channels, threads, and @desk AI mentions.
Read articleSales
Creating and Sending Proposals
Build professional proposals with templates, pricing tables, and e-signature.
Read articleContracts and E-Signatures
Create, send, and manage contracts with built-in electronic signatures.
Read articleEmail Sequences and Lead Outreach
Automate multi-step email sequences for lead nurturing and outreach campaigns.
Read articleProductivity
Task Management
Create, assign, and prioritize tasks with AI categorization.
Read articleCalendar and Public Booking Pages
Sync your calendar, create booking pages, and manage appointments.
Read articleDaily Brief and Standup
Start each day with an AI-generated summary of what matters most.
Read article