Business CRMLead pipeline
Capture opportunities, assign ownership, track stages, and always know the next action.
ONE PLACE TO RUN YOUR BUSINESS
Turn every lead into organized, profitable work.
BusinessDesk connects leads, customers, bids, follow-ups, documents, and revenue in one focused workspace—without insurance-only screens or enterprise clutter.
✓ Private workspace✓ Access from any device✓ Built on YAD security
Familiar enough to use immediately. Connected enough to replace spreadsheets.
Customer records
Keep contacts, notes, files, bids, tasks, and communication history together.
Bids & estimates
Create and track bids from draft through acceptance, with value and follow-up dates.
Work queue
See overdue work and today’s priorities without searching through separate lists.
Document center
Store proposals, agreements, photos, and customer documents securely by record.
Business reporting
Understand pipeline value, close rate, outstanding bids, and team performance.
BUILT FOR SERVICE BUSINESSES
See the workspaceA CRM that follows the way real work moves.
Ideal for contractors, consultants, home services, professional services, and small teams that sell through bids or estimates.