01 · Shared inbox
Every enquiry lands where the team can see it.
WhatsApp messages arrive in one inbox. Anyone on shift can reply, assign the lead, or set a reminder — so the chat doesn’t die in someone’s personal phone.
DeskFlow
WhatsApp leads go cold when only one phone has the chat.
DeskFlow turns enquiries into a shared follow-up habit — so quotes get answered and jobs get booked.
The job walks while the chat sits unread.
Most service businesses already live on WhatsApp. The gap isn’t “more software” — it’s that follow-up lives in one person’s pocket, not with the team. Competitors sell omnichannel platforms and AI agents. DeskFlow is built for the Friday quote that never got answered.
What happens when DeskFlow is in place
Four moments from a real week — not a feature list.
02 · Pipeline
Move the work: new → quoted → booked.
Drag the lead through a simple board. You always know who is waiting on a quote, who needs a nudge, and who is ready to book — without opening twenty chats to remember.
03 · Get paid from the chat
Quote, invoice, and send a payment link without leaving WhatsApp.
When they’re ready to buy, your agent runs a short billing wizard in the same conversation and sends a payment link on WhatsApp. Money stays in myBillable; the chat stays where the customer already is.
04 · Don’t drop the ball
Reminders and a weekly “what we missed.”
DeskFlow nudges when a lead sits unclaimed, a follow-up is due, or a reply is waiting. Managers get a plain weekly snapshot — cold leads, missed follow-ups, payments, wins — so the week doesn’t vanish.
Reach people who already said yes
Send approved WhatsApp template messages to contacts who consented — for example a service reminder or a follow-up after a quote. Built for Meta’s rules and STOP / opt-out, not spray-and-pray blasts.
Sold through the people who already support you
DeskFlow is delivered by MSPs and agencies. They create your workspace, connect WhatsApp, invite your team, and can show their own name and colours. You get the follow-up habit; they own the relationship.
Agencies & MSPs: ops@deskflow.co.za
Who DeskFlow is for
Built for
- Service businesses that quote and book on WhatsApp
- Small teams that share the phone today — and lose leads because of it
- Agencies who want to resell a WhatsApp follow-up product under their brand
Not trying to be
- A full HubSpot / Salesforce replacement
- An Instagram + TikTok + AI-bot suite
- Self-serve SaaS with a public pricing page (yet)
Ready when your workspace is.
Sign in if you already have DeskFlow. Otherwise ask the agency that looks after your systems — or write to us and we’ll point you to a partner.