Pipeline, email, documents, payments. One plan, every feature.
Nine modules. No upsells. No add-on invoices. Tonic Desk ships the tools 90% of SMB sales teams need — and skips the bloat the other 10% pretend to use.
13 attribute filters. 8 field types. 4 view modes.
Unlimited contacts and companies. Lifecycle stages, lead scoring, custom fields, tags, and smart associations. Import any CSV in under five minutes — column auto-mapping included.
- Lifecycle stages (Lead → MQL → SQL → Customer) with score thresholds
- Custom fields on contacts, companies, and deals
- CSV import with column auto-mapping and de-dup on email
- Merge duplicates with field-level conflict resolution
- Activity timeline: emails, calls, notes, deal changes
Drag-and-drop kanban. Weighted forecasting. Stage probability per deal.
Multiple pipelines per workspace on Professional and Business. Drag deals between stages, log win/loss reasons, and forecast revenue weighted by stage probability — not gut feel.
- Unlimited pipelines on Pro & Business (one on Starter)
- Weighted forecast: deal value × stage probability, rolled up by owner
- Structured win/loss reasons feed quarterly retros
- Many-to-many deal ↔ contact associations with primary contact
Open + click tracking, sequences, templates. Connects to Gmail, Outlook, or any IMAP.
Send and receive from your existing inbox. Every reply auto-threads to the right contact and surfaces on the deal timeline — no Bcc-to-CRM workaround.
- 1×1 tracking pixel for opens; rewritten links for clicks
- Multi-step sequences with day delays and reply-pause
- Shared templates with merge tags ({{contact.first_name}}, etc.)
- Auto-linking by From/To/Cc match against contact emails
Build the pipeline. Send the emails. Sign the docs. Take the money.
Contacts & Companies
Unlimited records. Lifecycle stages, lead scoring, custom fields, tags. Merge duplicates field-by-field. CSV import auto-maps columns and de-dups on email.
Visual Pipeline
Drag, drop, rearrange. Weighted forecasting. Stage probability per deal. Unlimited pipelines on Pro & Business. Win/loss reasons for quarterly retros.
Email Integration
Gmail, Outlook, or any IMAP. Pixel-based open tracking, link rewriting for clicks, multi-step sequences with reply-pause. Templates with merge tags.
Documents & E-Signatures
Proposals, contracts, NDAs from templates with merge tags. Sequential or parallel signing. SES (Simple) on every plan; QES (Qualified, eIDAS) on Business.
Payments
Stripe-backed payment links. 135+ currencies, expiring URLs, partial payments. Attach to a contract so the deal closes the second the signature lands.
Campaigns & Broadcasts
One-off blasts or scheduled drip campaigns to any segment. Per-campaign metrics: delivered, opened, clicked, bounced, unsubscribed. CAN-SPAM compliant.
Forms & Lead Capture
8 field types, public URLs, embed snippets. UTM auto-capture, hidden GDPR consent field, anti-spam honeypot. Submissions create contacts and trigger automations.
Workflow Automation
Triggers: contact created, deal stage changed, task completed, form submitted. Actions: send email, create task, update field, add tag, post webhook.
Reports & Forecasting
Deal funnel by stage, weighted revenue forecast, activity-per-rep, lifecycle conversion. Export CSV or share a read-only dashboard URL with your team.
SSO, audit logs, qualified signatures, ad attribution.
Client Portal
Magic-link sign-in (no password). Customers view their contracts, paid + unpaid invoices, and receipts on a branded subdomain. Audit trail per access.
Ad Reporting
Connect Meta, Google Ads, and LinkedIn Campaign Manager. Daily sync of impressions, clicks, spend, CTR, CPC. UTM joins ad spend to closed-won revenue.
Segments
Dynamic segments with 13 attribute filters and AND/OR groups. Static lists for hand-picked accounts. Counts update live; segments power campaigns, automations, and reports.
Qualified Electronic Signatures
eIDAS-level QES via Namirial, Swisscom Trust Services, and InfoCert. The same legal weight as a wet-ink signature across the EU. Required for many B2G and finance contracts.
Audit Logging
Tamper-evident logs on document opens, signature events, permission changes, and admin actions. Filter by user, date, IP. Export to CSV for SOC 2 evidence.
Custom Fields & Tags
Text, number, date, dropdown, multi-select, checkbox, URL, currency on contacts, companies, and deals. Unlimited tags. Use both as filters in segments and triggers in automations.