All-in-one platform · CRM · Support · Agreements

The whole customer,
in one view.

Sales, support, onboarding, agreements and campaigns on a single record — with AI agents doing the legwork and a harness that keeps you in charge of every model that touches your customers.

No credit card required. Free 14-day trial.

See the 360 view
SALES SUPPORT ONBOARD SIGN CAMPAIGN HISTORY ONE RECORD

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The suite

Five products. One customer record.

Each one is useful on its own. Together they are the reason nobody on your team has to ask another department what happened.

The 360 view

Everything you need to know about a customer, in one place.

Most teams have the information. It is just scattered across five tools that cannot see each other, so answering a simple question means asking three colleagues. RightDesk puts the whole history on one record.

Support

Every ticket they ever raised

What broke, who fixed it, how long it took, and how they felt about it afterwards.

Agreements

What you actually signed

Executed contracts, terms, renewal dates and the audit trail — readable by support, not just by sales.

Pipeline

The sales flow, live

Stage, owner, value, next step, and every email and call that moved it forward.

Onboarding

How the handover went

The tasks, the owners and the sticking points — so the account team inherits context, not a blank page.

History

Past sales flows

Previous deals, churned and won, with the reasons attached. The second sale starts informed.

Marketing

What campaigns already said

Every drip and newsletter that reached them, so your rep never opens with something they were told last Tuesday.

Agents

Capabilities, not a blank chat box.

We build agents as discrete, named capabilities — each one scoped to a job you already recognise, each one off the shelf and ready to drop into a workflow. You switch one on, point it at a queue or a stage, and set how far it may go without a human.

Shipping now

In build

Onboarding Agent

Runs the post-signature checklist, chases the missing pieces and tells the account owner where it stalled.

Renewal Agent

Watches term dates and usage, opens the renewal from Signdrive and briefs the owner on risk.

Campaign Agent

Drafts sequence copy from what actually closed, and holds it for approval before Maildrive sends.

Research Agent

Assembles a briefing on the account before the call — filings, news, prior tickets, who you already know.

Every one of them runs behind the harness — you choose the model and the boundary

The harness

Use AI on your terms.
Keep your alpha.

Better relationships, better results, more visibility, higher velocity — all the things AI is supposed to give a sales organisation. The part nobody wants to talk about is what it costs you: your process, your pricing logic, your customer history, quietly becoming training data for someone else's model.

The harness is the layer in between. Models plug into RightDesk through it, and you decide which model sees what — per workflow, per data class, per team. Open-weight models for the sensitive work, frontier models where the leverage is worth it, and a hard boundary around the things that make you competitive.

Model policy

You decide

Open weight, self-hosted

Full access

Runs inside your boundary. Cleared for pricing history, deal notes, contract terms — the material you would never post to a public endpoint.

Frontier, proprietary

Limited scope

Reaches for the hard reasoning: drafting, summarising, qualifying. Sees redacted context under a retention agreement you set.

Your alpha

Never leaves

Win-loss reasoning, margin structure, the accounts you are quietly courting. Fenced off at the harness, not by policy memo.

Every call, logged

Auditable

Which model, which record, which prompt, which human approved it. Transparency runs both directions.

Control

Swap models without rewriting workflows

The harness is the contract. Change what sits behind it when something better ships, or when procurement changes its mind.

Visibility

Nothing happens off the record

Agent actions land on the customer timeline like any other event, attributed and reversible.

Velocity

Humans stay in the loop that matters

Set which steps run unattended and which wait for a person. Autonomy is a dial, not a switch.

Why teams choose RightDesk

Fewer tools, shorter waits, nothing lost between them.

80%

Faster response times

Agents answer the moment the message lands, day or night.

5→1

One platform

CRM, docs, helpdesk, campaigns and signature stop being five bills.

24/7

Always on

No lead or support request waits for office hours to begin.

5 min

To first value

Connect a channel, import contacts, and you are running.

Getting started

Three steps, then it runs.

Step 01

Connect your channels

Link email, LINE and WhatsApp, then import your contacts and existing history.

Step 02

Upload your knowledge

Add product information, FAQs and documentation. Agents read what you already wrote.

Step 03

Switch on the agents

Choose the models behind the harness, set how far each agent may go unattended, and let them work.

About

Built by people who have run the workflow.

RightDesk came out of the frustration of juggling separate tools for leads, support and team knowledge — and never being able to answer a simple question about a customer without asking someone else first.

Our team combines business technology and applied AI to build something that makes a team genuinely more productive, rather than merely busier.

500+

Teams

15+

Countries

1M+

Tickets

Our mission

To give every team AI tools that make each customer interaction faster, better informed and more personal — without handing away what makes them competitive.

Start free

Put the whole customer in one view.

Join the teams using RightDesk to close more deals and answer better, without losing the thread between departments.

No credit card required. Free 14-day trial.