All-in-one platform · CRM · Support · Agreements
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.
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The suite
Each one is useful on its own. Together they are the reason nobody on your team has to ask another department what happened.
CRM
Pipeline management, deal tracking, contacts, tasks and KPI reporting in one clean interface.
Pipeline · Deals · Reporting
Support
Full ticketing built natively into RightDesk. Email, LINE and WhatsApp handled from one inbox.
Omnichannel · SLAs · CSAT
Knowledge
Public help centres and internal wikis, all of it searchable by your agents as well as your customers.
Help centre · Wiki · Search
Campaigns · New
Drip campaigns, newsletters and lifecycle email that run off live CRM data and log back to the contact.
Drips · Newsletters · Segments
Agreements · New
E-signature inside the CRM and the support desk. Executed contracts file themselves against the customer.
Templates · Routing · Audit trail
The 360 view
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
What broke, who fixed it, how long it took, and how they felt about it afterwards.
Agreements
Executed contracts, terms, renewal dates and the audit trail — readable by support, not just by sales.
Pipeline
Stage, owner, value, next step, and every email and call that moved it forward.
Onboarding
The tasks, the owners and the sticking points — so the account team inherits context, not a blank page.
History
Previous deals, churned and won, with the reasons attached. The second sale starts informed.
Marketing
Every drip and newsletter that reached them, so your rep never opens with something they were told last Tuesday.
Agents
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
Support Agent
ZendriveReads your knowledge base and ticket history, drafts or sends the reply, escalates the moment it is out of its depth. Works across email, LINE and WhatsApp.
Read more →
SDR Agent
LeaddriveEnriches inbound contacts, asks the qualifying questions, scores against your criteria and routes the live ones to an owner with the reasoning attached.
Read more →
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
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 accessRuns inside your boundary. Cleared for pricing history, deal notes, contract terms — the material you would never post to a public endpoint.
Frontier, proprietary
Limited scopeReaches for the hard reasoning: drafting, summarising, qualifying. Sees redacted context under a retention agreement you set.
Your alpha
Never leavesWin-loss reasoning, margin structure, the accounts you are quietly courting. Fenced off at the harness, not by policy memo.
Every call, logged
AuditableWhich model, which record, which prompt, which human approved it. Transparency runs both directions.
Control
The harness is the contract. Change what sits behind it when something better ships, or when procurement changes its mind.
Visibility
Agent actions land on the customer timeline like any other event, attributed and reversible.
Velocity
Set which steps run unattended and which wait for a person. Autonomy is a dial, not a switch.
Why teams choose RightDesk
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
Step 01
Link email, LINE and WhatsApp, then import your contacts and existing history.
Step 02
Add product information, FAQs and documentation. Agents read what you already wrote.
Step 03
Choose the models behind the harness, set how far each agent may go unattended, and let them work.
About
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
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.