Marketing Automation Inside Your CRM
DeskViu CRM brings email, WhatsApp, SMS and social media marketing into the same system that holds your leads and customers. AI helps write the messages and pictures, a person approves what goes out, and marketing usage is paid from a prepaid wallet instead of a separate subscription. The WhatsApp, SMS and social features are in early access.
What's inside
- One audience, every channel
- Email campaigns
- WhatsApp and SMS
- Social media
Everything included
Features are grouped by plan: Starter covers the basics, Growth adds the advanced tools, and Enterprise adds the rest. See the rate card for what each plan includes.
One audience, every channel
Your contacts and leads are already in the CRM, so campaigns start from real data.
- Pick people by filters, or upload a CSV list with a consent confirmation
- Opt-outs and consent are recorded per number and respected automatically
- Link a social post or a message campaign to a CRM campaign
- Results sit next to the lead or customer they are about
Email campaigns
Design and send email without a separate tool.
- A drag-and-drop email builder with templates and a brand profile
- AI help to write or improve an email, and to design a layout
- Sending email is not charged
WhatsApp and SMS
Reach customers on the channel they read.
- Ready-made starter templates with a live preview, plus AI-written templates
- Daily sending limits that follow your WhatsApp account tier, with big lists paced over days
- A cost quote before you send, and refunds for messages that cannot be delivered
Social media
Plan, write and publish to Facebook Pages, Instagram and LinkedIn.
- AI captions per network, and AI-designed pictures sized for each channel
- Optional approval, scheduling, and Reels and video with channel checks
- A planner that shows what is scheduled and what failed, with alerts to the author
Pay for what you use
No separate marketing subscription.
- A prepaid wallet in your own currency, with the balance and history in the CRM top bar
- Messages, AI help and publishing use the wallet; credits never expire
- An estimate of monthly usage on the pricing page
Who it is for
- Small and growing businesses without a marketing team
- Sales teams that follow up on the channels customers use
- Agencies and service businesses running regular campaigns
Frequently asked questions
Is marketing a separate product?
No. It is part of DeskViu CRM. What you send and publish is paid from a prepaid wallet, so you pay for usage rather than for extra modules.
See pricing and the usage estimate →Which channels are included?
Email, WhatsApp and SMS campaigns, and posting to Facebook Pages, Instagram and LinkedIn. WhatsApp, SMS and social are in early access.
Does AI send messages on its own?
No. AI drafts messages, captions and pictures, and a person reviews and approves them. You can require an approval step before anything is published.
Can I try it?
Yes. Book a demo and we will show it with your use case, and tell you what is available today.
Book a demo →Do I need separate accounts for each channel?
For social posting you connect your own Facebook Pages, Instagram and LinkedIn accounts. WhatsApp and SMS each need a sender registered for your business, which you set up in the CRM before your first campaign.
Explore more of DeskViu
See it working with your own data
14-day free trial, no credit card. Or open the live demo accounts and click around first.