EngageDeskFor Microsoft partners
The CRM that sells the Microsoft way
EngageDesk runs your pipeline in Microsoft's customer engagement stages, logs your team's conversations for you, and shows Microsoft the co-sell numbers that matter. Built and hosted in South Africa.
Signs in with Microsoft 365. Made by TTD Consulting, a Microsoft Solutions Partner.
Listen & Consult
Inspire & Design
Empower & Achieve
Deal desk: Thabo at Umoya agreed to a workshop on Thursday. Next step set to "Run the Copilot workshop", due 30 Oct. Undo
Built around MCEM
Microsoft's sales stages, with the exit criteria built in
Every deal moves through the Microsoft Customer Engagement Methodology. Each stage has its checklist on the deal, and moving on asks whether it's done, so your forecast means what Microsoft's does.
Listen & Consult
The customer's need, mapped to your solution and qualified.
Inspire & Design
You, the customer and Microsoft agree what solves it.
Empower & Achieve
Proof delivered, proposal accepted, agreement signed.
Realize Value
Live, the customer satisfied, success measured.
Manage & Optimize
Value tracked against the customer's goals.
MCEM is a cycle: a client in Manage & Optimize starts its next Listen & Consult deal in one click. Lost deals keep their reason, so "we're building it in-house" shows up in your reports instead of being forgotten.
Capture
Your conversations log themselves
Deals are won on email, in meetings and on WhatsApp. EngageDesk keeps up so your team doesn't have to type it twice.
- Outlook email and meetings with people you know are logged by themselves: who, when, the subject and a short summary. Never the email itself, and each person's mail stays theirs.
- Paste a WhatsApp chat, an email thread or call notes, and EngageDesk fills in the log for you to check.
- Quick log from anywhere in a few seconds, with one key.
- People to add: new names on threads with your contacts, suggested for one click.
- Leads from your website and assessments arrive in a Lead Inbox, matched to people and accounts.
AI, with people in charge
AI that works the way Microsoft describes
Microsoft's Frontier Firm research names four ways people and AI work together. In EngageDesk, each AI feature has one, you choose 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.
Deal desk
Each morning, agents read the day's new conversations and propose next steps, close dates, stage moves and follow-ups.
Sales coach
Where a deal stands, how to tick each open exit criterion, the risks, and a message ready to send. Plus each person's plan for the day.
Proposals and reviews
A Word proposal drafted from the deal's conversations and your rate card; win and loss reviews with lessons across deals.
Ask EngageDesk
Ask about your pipeline in plain words and get answers that link to the deals, people and conversations they mention.
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.
In your assistant
Use EngageDesk from ChatGPT and Claude, as yourself, with your role. Microsoft 365 Copilot and Teams are on the way.
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.
- Microsoft partner view: your co-sell pipeline by stage, referrals, and your win rate with and without Microsoft.
- Deals that could be co-sell, spotted from the Microsoft products they name.
- Funding programmes you track, with the open deals that may qualify.
- Partner Center referrals arriving as deals, with progress sent back as accepted, won or lost.
- Reports and a Monday brief in Teams: lost reasons, sources, stage conversion and the forecast.
Co-sell win rate
With Microsoft against without, from your own closed deals.
Client health
Green, amber or red per client, and the healthy ones ready for their next deal.
Forecast
The pipeline weighted by each stage's chance, month by month.
This week
Overdue next steps, quiet deals and accounts at risk, every Monday.
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, South Africa North. 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.
Microsoft sign-in
Work accounts only, with roles. Figures are shown only to the roles that should see them.
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.