DesksFlow CRM Inbox Update | New Features & Improvements Explained

Send & Receive Client Emails Inside DesksFlow | Email Feature Walkthrough

Intake Deadlines — Never Miss a University Cut-Off Again | DesksFlow

Business Partners — Track Referrals & Commissions Automatically | DesksFlow

Connect Facebook Lead Ads to DesksFlow — Automatic Lead Capture | DesksFlow

Sequences — Automate Your Follow-Up on Autopilot | DesksFlow

Payments — Track Every Fee and Collection in One Place

DesksFlow Documents — Every Client File in One Secure Place

Updates & Broadcasts — Message All Your Clients at Once | DesksFlow

Calendar — Everything With a Date, in One View | DesksFlow

Inbox — Two-Way Email, All in One Place | DesksFlow

Audit Log — Every Change, On the Record | DesksFlow

Agency Analytics & Performance Overview | DesksFlow

Create Message Templates with Variables (Email + WhatsApp) | DesksFlow

Field Options & Custom Lists (Reusable Picklists) | DesksFlow

Document Checklists with Conditional Rules | DesksFlow

Build a Custom Visa Pipeline from Scratch | DesksFlow

Custom Form Builder — Visual Drag-and-Drop Walkthrough | DesksFlow

AI Form Builder — build your intake form in plain English

The query page overview of all tabs (Activity, Documents, WhatsApp, Client Portal, Log Interaction)

Today's Follow-ups — Your Morning Home Screen in DesksFlow

DesksFlow Get Started: Set Up Your Agency in 5 Steps

Add your first client query in DesksFlow (6-step intake walkthrough)

Install your first visa bundle from the DesksFlow Marketplace

Invite your team and assign roles (Owner / Admin / Manager / Staff)

Set up your agency profile and branding

Create your DesksFlow account in 60 seconds