Search across objects
Find accounts, contacts, opportunities, and cases by name, owner, or stage.
Salesforce is the CRM enterprise sales orgs run on. EntryDesk connects to your Salesforce instance so agents can query accounts, opportunities, and cases, log activity, and update records — with the access controls already enforced in Salesforce.
Find accounts, contacts, opportunities, and cases by name, owner, or stage.
Record calls, emails, and tasks against the right record without opening Salesforce.
Move opportunities, update fields, or create follow-up tasks from chat — with your approval.
Cut admin time. Update Salesforce the moment a call ends and keep your pipeline in sync without nightly cleanup.
One-click setup. Permission-aware. Included on every plan.
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