EngageDeskThe CRM that sells the Microsoft way
MCEM stages with exit criteria, conversations that log themselves, and the co-sell numbers Microsoft wants to see.
Works with the tools your team already uses
- Microsoft 365
- Outlook
- Teams
- Partner Center
- HubSpot
- Pipedrive
- Xero
- Sage
- Zoho Invoice
- ChatGPT
- Claude
How it works
Deals are won in conversations. EngageDesk keeps up.
Every deal follows Microsoft's stages, every conversation lands on the right deal, and AI proposes the next move for your team to check.
Microsoft's sales stages, with the exit criteria built in
Every deal moves through the Microsoft Customer Engagement Methodology. Moving on asks whether the stage is done, so your forecast means what Microsoft's does.
- Five stages, one checklist eachListen & Consult through Manage & Optimize, with exit criteria on the deal.
- A cycle, not a funnelA client in Manage & Optimize starts its next deal in one click.
- Lost reasons that report"We're building it in-house" shows up in your reports instead of being forgotten.
Your conversations log themselves
Deals are won on email, in meetings and on WhatsApp. Nobody types it twice.
- Outlook and meetingsWith people you know: who, when, the subject and a short summary. Never the email itself.
- WhatsApp in one pastePaste a chat, a thread or call notes and EngageDesk fills in the log for you to check.
- People to add, leads to followNew names on threads with your contacts, and website leads in a Lead Inbox.
Every Teams meeting, written up on the deal
After a transcribed Teams meeting with people you know, the AI writes the summary, the decisions, who does what by when, and the risks. Then it proposes the next step or stage move for you to approve.
- One click to approveThe next step and any stage move, straight from the notes.
- Risks in the deal's healthA budget slipping or a sponsor leaving turns the deal amber.
- The transcript isn't keptOnly the notes stay, on the meeting and the deal.
The deal desk works while you sleep
Each morning, agents read the day's new conversations and propose next steps, close dates, stage moves and follow-ups.
- Proposals, not surprisesEvery change is shown for your team to keep, edit or undo.
- The sure ones, done for youAt Director or Orchestrator, it makes the clear-cut changes itself, with undo.
- Ready before the working dayEach person's plan for the day, from the deals that need them.
Ask about your pipeline in plain words
Answers link to the deals, people and conversations they come from, so you can check them in a click.
- In EngageDeskAsk from any page, with your role's view of the data.
- In your assistantFrom ChatGPT and Claude, as yourself. Microsoft 365 Copilot and Teams are on the way.
AI, with people in charge
You choose how much the AI does
Microsoft's Frontier Firm research names four ways people and AI work together. Each AI feature in EngageDesk has one, you set it per feature, and you can see what the AI did and what your team approved.
You write
You do the work and ask EngageDesk when you need it.
AI drafts
It sets up the log, next step or stage move; you check and save.
AI does it
You set the task; it works in the background for you to review, with undo.
Agents run it
Agents keep deals current; people handle the exceptions.
It learns your business
The more you use it, the more it understands what you sell, how you win and why deals are lost. You confirm what guides the AI.
Sales coach
Where a deal stands, how to tick each open exit criterion, the risks, and a message ready to send.
Proposals and reviews
A Word proposal drafted from the deal's conversations and your rate card; win and loss reviews with lessons across deals.
Private by design
Email addresses, phone, ID and bank numbers are taken out before anything reaches the AI, and every request is logged for 30 days.
For Microsoft partners
Show Microsoft your numbers
Co-selling works when you can show what it brings. EngageDesk keeps the Microsoft side of every deal in view.
- Partner view: your co-sell pipeline by stage, referrals, and your win rate with and without Microsoft.
- Partner Center referrals arrive as deals, with progress sent back as accepted, won or lost.
- Deals that could be co-sell, spotted from the Microsoft products they name, and the funding programmes they may qualify for.
- A Monday brief in Teams: overdue next steps, quiet deals, accounts at risk and the forecast.
Cash & margins Add-on
Your money, beside your pipeline
Cash, margins and the months ahead from your own books, with the deals that will change them. For the owners, and the bookkeeper they let in.
- Any South African bank, Xero or SageUpload FNB, Standard Bank, Absa, Nedbank or Capitec statements, or connect your books. Lines are sorted by your own coding and rules.
- Margin per client and per dealWhat you invoiced against what the work cost, with late invoices beside the account.
- Ask about the money“Can we afford another contractor?” Answered from your books and pipeline, with the working shown.
Switching
Bring your pipeline. Keep your history.
Paste a HubSpot or Pipedrive token, or drop in a CSV from any CRM. People, deals and conversations come across with their stages mapped to MCEM.
- Every row previewedNew, already here, or skipped, before anything is added.
- Undo the whole importIt comes out again, keeping anything your team has changed since.
- Opt-outs respectedPeople who opted out arrive as do not contact. The token is used once and kept nowhere.
Everything in EngageDesk
The whole sales desk, not just the pipeline
Pipeline, the MCEM way
- Exit criteria that tick themselvesa proposal drafted or an invoice raised checks the box
- Deal roles and alignmentwho decides, influences and champions, and a summary to send
- Lost reasons and revisit datesso “building in-house” is counted, not forgotten
- The next cyclea happy client starts its next deal in one click
- Renewals and contractsmonthly deals with their end dates in view
- Threadsloose ends that aren't deals, like a referrer's favour
Capture and leads
- Outlook mail and meetingslogged with people you know; never the email itself
- Capture rulesnever private mail, newsletters or a person or domain you block
- Paste to loga WhatsApp chat, a thread, call notes or a screenshot
- People to addnew names on threads with your contacts
- Lead Inboxleads from your website, assessments and Outlook, matched to people
- Your website's lead addresssigned with a key only your account holds
AI that does the legwork
- Today's planeach person's three to seven actions, every weekday morning
- Coach this dealhow to tick each open criterion, the risks, a message to send
- Deal suggestionsvalue, close date and stage from the evidence
- Proposalsa Word proposal from three agents, priced from your rate card
- Win and loss reviewswith lessons carried across deals
- It learns your businesswhat sells and why, confirmed by you before it guides the AI
- AI activity viewwhat the AI did, and what your team approved
See where you stand
- This weekoverdue next steps, quiet deals and accounts at risk
- Deal healthgreen, amber or red per deal, with why
- Client healthand which healthy clients are ready to expand
- Forecast and reportsweighted by stage, with sources and lost reasons
- Insightsthe patterns of the last 12 months, every week
- Payment risklate payers from Zoho Invoice, on the account and the coach
For Microsoft partners
- Partner viewco-sell pipeline, referrals and win rate with Microsoft
- Partner Center referralsarrive as deals; progress goes back
- Co-sell candidatesspotted from the Microsoft products a deal names
- Funding programmeswith the open deals that may qualify
- ChatGPT and Claudeyour EngageDesk, as yourself, in your assistant
- Microsoft 365 Copilot and Teamsask, log and move deals; on the way
Yours to shape
- Your own stages and listsrename stages, set each one's chance, add your lost reasons
- Modulesturn co-sell, referrers, reporting or lead intake on or off
- Imports you can undopeople, deals and conversations, previewed row by row
- Duplicates and mergeone person, one company, everything moved across
- Historywho changed what and when, the AI included
- Several companies, one sign-inwith a switcher, for groups and resellers
Trust and POPIA
Your data stays yours, in South Africa
EngageDesk is built for POPIA from the start, by a South African company.
Hosted in South Africa
Your CRM data lives in Microsoft Azure in South Africa. The AI runs on Microsoft's Azure OpenAI, with personal details taken out first.
POPIA tools built in
Why you keep each contact and what for; export everything about a person, or erase them everywhere.
Roles and private records
Deal values and invoices only for the roles that should see them, and records their owner keeps private.
Each company apart
Every company's data kept separate, and tested on every build.
Support only with consent
We can't see inside your account unless your owner lets us in, for up to 7 days, and it shows in History.
Never held hostage
Nightly backups, restore-tested monthly. Export everything at any time, even after a trial ends.
See EngageDesk with your own pipeline
We'll show you a working Microsoft partner's account, then how your deals, people and conversations would look in it.