A pipeline and a quoting process your whole team follows
Keep leads, opportunities and clients in structured datasets, move deals through clear stages, and generate quotes and invoices without copy-pasting.
Datasets — structured tables your forms and processes read from and write to.
What Sales & Marketing teams build with NileDesk
Each of these is built from the same no-code components, so you can start with one and add the next when you're ready.
Sales pipeline
Track opportunities on a board, stage by stage, with owners and next steps.
Quotes & discount approvals
Route discounts above a limit to a manager before the quote goes out.
Invoices & proposals
Produce branded PDFs from the deal record and send them by email.
Lead capture
Let website visitors or WhatsApp contacts start a request through an AI agent.
Marketing requests
Campaign or content requests with briefs, approvals and due dates.
Pipeline reporting
Charts and pivot reports by stage, owner or period.
Platform features that matter here
- Datasets for leads, clients and products, linked from forms
- Zapier and REST integrations to sync with your CRM or other tools
- Data tags and filtered views for each salesperson's own pipeline
- Built-in WhatsApp and web AI agents for inbound requests
A good first step
Pick the one process in your team that generates the most follow-up messages. Build it in the free trial — from a template, from an AI prompt, or from scratch — and run it with the people involved.
See your own process running this week
Install a ready-made solution or describe your process to the AI designer, invite your team, and start moving real work through it.