Built for how you actually sell
Not how a CRM vendor thinks you should sell. Tonic Desk gives you the tools your team will actually use — and none of the bloat they won't.
Your entire network, organised
Unlimited contacts and companies with lifecycle tracking, custom fields, tags, and smart associations. Import from any CRM in minutes.
- ✓ Lifecycle stages & lead scoring
- ✓ Custom fields on every entity
- ✓ CSV import with intelligent field mapping
- ✓ Contact merge & deduplication
- ✓ Activity timeline on every record
Your deals, at a glance
Drag-and-drop kanban boards with multiple customisable pipelines. Stage probability, weighted forecasting, and deal history tracking.
- ✓ Multiple pipelines per workspace
- ✓ Weighted revenue forecasting
- ✓ Win/loss reason tracking
- ✓ Multi-contact deal associations
Email that lives inside your CRM
Connect SMTP or Gmail accounts. Send, receive, and track emails without leaving Tonic Desk. Every email auto-links to the right contact.
- ✓ Open and click tracking
- ✓ Multi-step email sequences
- ✓ Reusable templates
- ✓ Automatic contact linking
Every tool your team needs, in one plan
Contacts & Companies
Unlimited contacts with lifecycle tracking, lead scoring, custom fields, and smart company associations. Import from any CRM in minutes.
Visual Pipeline
Drag-and-drop kanban boards with multiple pipelines, stage probability, and weighted forecasting. See your entire revenue picture at a glance.
Email Integration
Connect SMTP or Gmail, track opens and clicks, send multi-step sequences, and use templates. Every email auto-links to the right contact.
Documents & E-Signatures
Create proposals, contracts, and NDAs from templates with merge tags. Collect legally binding signatures with sequential or parallel signing flows.
Payments
Generate Stripe-integrated payment links with multi-currency support and expiration dates. Attach payments to documents and track status in real time.
Campaigns & Broadcasts
Send email blasts, run drip campaigns, and schedule broadcasts to targeted segments. Track opens, clicks, bounces, and unsubscribes per campaign.
Forms & Lead Capture
Build web forms with 8 field types and public URLs. Submissions auto-create contacts with UTM attribution tracking and GDPR consent fields.
Workflow Automation
Trigger automations when contacts are created, deals move stages, or tasks complete. Send emails, create tasks, and update fields without lifting a finger.
Reports & Forecasting
Deal funnels, revenue forecasts, activity summaries, and lifecycle breakdowns. Export to CSV or share a live dashboard link with your team.
Built for teams that need more than the basics
Client Portal
Customers access their documents, payments, and receipts via magic link -- no app login required. A professional self-service experience you can share.
Ad Reporting
Connect Facebook, Google, and LinkedIn ad accounts. See impressions, clicks, spend, CTR, and CPC in one unified cross-platform dashboard.
Segments
Build dynamic rule-based segments with 13+ attribute filters and AND/OR matching. Create static lists for manual curation. Real-time contact counts update as data changes.
Qualified Electronic Signatures
eIDAS-compliant Qualified Electronic Signatures via Namirial, Swisscom, and Infocert. The highest legal standard for document signing in the EU.
Audit Logging
Full audit trails on documents, signatures, and account activity. Know exactly who did what and when for compliance and accountability.
Custom Fields & Tags
Add custom fields to contacts, companies, and deals. Tag records for quick filtering and segment targeting. Your data model, your way.