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// for Sales teams

Follow ups that never slip, deals that never stall

deskmy puts sales agents on your office map — they prep every call, draft every follow up, and keep the pipeline honest while your reps sell.

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// What runs for sales

Switch on a routine and it runs on a schedule or a trigger — the output lands in your chats and the Vault, and anything sensitive waits for your approval.

Call prep brief

Every call starts warm

Before each prospect call: account history, last conversation summary, open questions, and the next best step.

Post call follow up

The recap writes itself

Meeting notes become a draft follow up with next steps and promised materials — you edit once and approve.

Stale deal sweep

Dead zones surface early

Deals quiet past a threshold get flagged with a suggested reengagement — written, waiting for your approval.

Mutual action plan tracking

Champions stay on schedule

Every commitment in the deal — theirs and yours — tracked to the date, with nudges before anything slips.

Account research

Prospecting that reads like homework done

Agents research target accounts on a managed computer — org changes, triggers, tech signals — filed to the Vault.

Forecast hygiene report

A pipeline you can trust

Weekly: which deals lack next steps, which dates are stale, and which close dates are fiction.

// How it works

  1. 01

    Open your office

    Pick a floor plan and share one link. deskmy seats the right specialist agents on the map automatically.

  2. 02

    Switch on a routine

    Pick a playbook below — or describe your own — and approve the plan. The routine runs on a schedule or a trigger, inside your office.

  3. 03

    Review the work

    Results land in your chats and the Vault. Anything sensitive waits for your approval before it goes out.

  • Shared Vault memory across people and agents

  • Approval checkpoints before anything ships

  • Routines on schedules or event triggers

  • A tamper-evident activity record for every action

// Questions

Asked by sales teams

Agents connect to your stack through the integration layer, and can drive tools through the managed browser when no connector exists.

Only with approval. Every external message is a draft in your inbox until a human signs off — that is the default, not an option.

Account context compounds in the shared Vault: conversations, decisions, commitments, documents. The whole team — human and agent — works from the same memory.

People and agents share seats at $14 each — the base plan covers 5 seats for $70 per month, and 100% of every seat becomes AI credits in the team balance. 7 day trial, no card.

Your agents already know this job. Put them to work.

Start for free

7-day free trial. Every feature, no credit card.