They already message you. The desk just answers.
WhatsApp, SMS, RCS and Email in one inbox — plus a call on the same person. Click-to-call from the desk, or an AI call from Bolna, Ringg, Vapi or Retell. AI replies while the lead is still warm. A teammate takes over the thread when it matters. Start free — no credit card.
No credit card required · Workspace live in minutes
- SMS
- RCS
- Call
Four channels, plus a call
WhatsApp, SMS, RCS and Email in one inbox. Click-to-call and AI calling sit on the person — not a fifth chat.
Records that match the work
Industry packs install the objects you already run. The inbox stays the same.
Credit that stays honest
Funnel, overlays, and multi-touch attribution. WhatsApp credit is never added to ads spend.
Your keys, your tenant
Isolated workspace. Bring your own WhatsApp provider, AI key, and CTI.
Go live in three steps.
Capture anywhere. Engage on the channel. Hand off when it matters.
- 1
Connect a channel
WhatsApp, SMS, RCS or Email — your provider, your credentials. The team is live without a developer project.
- 2
Capture and assign
Every inbound thread is a lead. Route by product, source or availability so the right person owns the conversation.
- 3
Automate, then hand off
Journeys and the AI agent handle the repetitive replies. Click-to-call and specialist AI calling sit on the same person. The moment it needs a human, they pick up the same thread with full context.
The desk your team actually works from.
Inbox, people, journeys, broadcasts, Insights and Call on the same person — click-to-call or specialist AI calling — for a shop of three and a team of three hundred.
Realtime Multi-Channel Inbox
WhatsApp, SMS, RCS and Email in one live inbox — every thread from every channel on a single screen. Assign, tag, snooze, and hand off between the AI agent and a human without switching apps, so no message waits and no customer repeats themselves.
Custom Pipelines & Lead Management
Build the pipeline your business actually runs on — name your own stages, set win and loss rules, and drag leads across a live kanban. Capture and route every enquiry automatically by product, by source, or by counsellor availability, then add custom fields so no detail about a lead ever lives in someone’s head.
AI Agent & Journeys
The AI agent answers from your catalog, qualifies the lead, and escalates with the full thread. Studio flows sit underneath — templates, waits, branches, and a clean handoff the moment a person should take over. One motion from first reply to follow-up, on every channel.
Campaigns & Templates
Turn WhatsApp, SMS, RCS and Email into a real sales motion. Broadcast pre-approved templates for greetings, pricing, reminders and offers to a targeted audience — segmented by stage, product or tag — and let scheduled follow-ups do the chasing. Every send respects opt-out and your plan quota, so you scale reach without ever risking a customer’s trust.
Insights: Overview & Analytics
Overview is the daily dashboard — who still needs a reply, where the pipeline sits, what went out this month. Analytics is the engagement funnel: delivery, open and click rates against Sent, conversion after contact, and attributed revenue in one currency. Install a measurement, reviews or social pack and those overlays appear as their own series. Store downloads, ad attribution and a WhatsApp journey are three different questions — we will not add them up, invent a dollar ROI, or treat queued as sent.
Call, brief, next action
Voice sits on the person — RingOut from the desk, specialist AI calling via Bolna, Ringg, Vapi or Retell, a written brief over the thread, and kept-audio only when you opt in. AI lists stay in the vendor; completed calls attach to people you already have. Quotes, macros and the next action stay on that same lead. Call is not a fifth chat channel, not a pack, and not a bulk dialer.
The phone, the credit, the close — on the same person.
Four channels in the inbox. A human call or an AI call beside them. Intake, payment, and a brief that never fires a message on its own.
- Voice
A call on the person.
Click-to-call from the rail via RingCentral or Acefone, or an AI call from Bolna, Ringg, Vapi or Retell. The CDR sits beside the thread. Campaigns stay in the vendor — we never become a PBX, a pack, or a fifth WhatsApp.
- Attribution
Who actually gets credit.
First-touch, last-touch, linear — on VartaDesk sends. WhatsApp credit and paid spend stay two series. Never one ROI number.
- Close
Money on the thread.
Razorpay payment links beside the inbox. Paid is a thread fact — not a fake store order, not platform billing.
- Intake
Stop the CSV.
Meta Lead Ads, Click-to-WhatsApp, and LinkedIn Lead Gen land as people. Same identity rules. Not a social inbox.
- Brief
Know them in one click.
On-demand person brief from messages and calls. Never auto-sends. Never auto-dials.
- Books
UdyogDesk listens. GST stays there.
People you can message, and what you sell. Invoices, HSN and stock do not come over.
- Send-hour and churn scoresDeterministic next channel, hour, churn and LTV on the person — not a trained model.
- Marketing Expert draftsInsight to a campaign draft. A human publishes. It never auto-sends.
The inbox stays. The records match your industry.
Schools, dealerships, clinics, agencies — same conversation OS. A pack installs the objects, pipelines and templates you already run. It does not fork the product. Capability packs overlay numbers you already trust elsewhere — installs, reviews, social, orders — without becoming that other tab.
- OS — shared inbox, assignment, automation and AI, isolated per workspace.
- Pack — e.g. Course and Batch on a student, or Vehicle and Test drive on a buyer.
- Still one thread — the conversation never leaves the inbox, whatever records hang off it.
Numbers from the other tab. Not a second product.
Store downloads, reviews, ads, orders — each pack answers one question. We never mash census, spend and a WhatsApp journey into a vanity number.
- Pack
Sales workspace
Where is the deal?
Opportunity and Quote records beside the inbox, with a deal pipeline and a sales-rep role — without forcing that chrome on every vertical.
- Pack
Cases & SLA
Who is waiting, and by when?
A thread becomes a tracked case with priority, an owner, and first-response / resolution clocks on your business-hours calendar. The clock pauses while you wait on the customer.
- Pack
App installs
How many downloaded?
Store-reported Play and App Store downloads, with an optional Adjust or AppsFlyer overlay for paid first opens. Census and attribution stay two series — never one blended number.
- Pack
Store reviews
What are people writing?
Pull Play and App Store reviews into Insights and reply when the store APIs allow it. A reputation inbox — not download census, and never attached to a lead.
- Pack
Social insights
Did the Page post get seen?
Read-only Facebook Page, Instagram Business and X pulse — posts and viewers. Not a messaging channel, not Ads Manager, and not a social inbox.
- Pack
Paid media pulse
What did we spend?
Meta Ads spend, clicks and platform-reported conversions, with optional Google Ads on the same pack. Overlay only — not Ads Manager, and never added to store downloads or WhatsApp conversion.
- Pack
Owned-channel conversions
Tell Meta/Google this thread converted
Write-back via Meta CAPI and optional Google Enhanced Conversions when a WhatsApp lead is won or an order is confirmed. Not Paid Media Pulse, and not Adjust. Lead Ads / CTWA form fills are a separate listen into ingest.
- Pack
Website pulse
What happened on the site after the message?
GA4 sessions, engagement and key events in Insights, with Open in GA4 to inspect. Overlay only — not tag manager, and never added to ads spend or WhatsApp conversion.
- Pack
Search Console
Did Search show us, and did they click?
Google Search clicks, impressions, CTR and average position in Insights. Overlay only — not a SEO tool, and never added to GA4 sessions or ads spend.
- Pack
Bookings
How many appointments landed / no-showed?
Calendly invitees land on the matching person and a morning count tile. Listen + overlay — not a calendar product, and never added to ads spend or GA4.
- Pack
Call pulse
How many connected / missed calls?
Counts on kernel Call we already log, with optional Exotel CDR. Overlay only — not a dialer, and never a VoIP pack.
- Pack
Shipments
Where is the parcel?
Shiprocket in-transit, delivered and RTO on the matching SalesOrder. Overlay only — not a WMS.
- Pack
Marketplace leads
Did IndiaMART send an enquiry?
IndiaMART enquiries land on the matching person like LinkedIn Lead Gen. Listen + count tile — not a second inbox.
- Pack
Payments pulse
Did Razorpay settle?
Merchant settlements overlay. Distinct from kernel WhatsApp payment links. Not a PSP admin.
- Pack
Helpdesk pulse
How many Zendesk tickets opened/solved?
Opened and solved counts in Insights. Cases stay the desk — not a second helpdesk.
- Pack
Audience sync
Push this VartaDesk segment to Meta/Google
Hashed phone/email onto an existing Custom Audience or Customer Match list. Opt-out excluded. Not Ads Manager create/bid.
- Pack
Google Business Profile reviews
What are people writing on Maps?
Pull Google Maps reviews into Insights and reply from the tile. A local reputation inbox — not Play or App Store reviews, and never attached to a lead.
- Connection
Store orders
Did they buy?
Odoo, Shopify and WooCommerce orders land on the matching person when phone or email already exists. We listen — we are not your store admin.
- Connection
WhatsApp payment links
Did money land on this thread?
Razorpay payment links beside the inbox. Distinct from platform billing. Helps close on WhatsApp without becoming a PSP admin.
See the funnel. Never one blended number.
Two pages, not a vanity wall. Overview is who needs you today. Analytics is whether the message actually reached them — and who moved to Won. Pack tiles appear only after you install them, and only for the questions they own.
- Overview is the daily dashboardWho still needs a reply, which threads are in human takeover, where the pipeline sits, and what went out this month. Modelled from the records your workspace actually runs — custom pipelines, fields and objects included.
- Analytics is the engagement funnelDelivery, open and click rates against Sent — queued never counts. Conversion after contact and attributed revenue in one currency. Filter by range, channel and teammate.
- Pack overlays stay their own seriesInstall App Measurement, Store Reviews or Social Insights and the matching tiles appear. Store downloads, MMP installs and journey conversion are three questions. We will not add them up.
Four channels. A phone. One desk.
Your customers already live on WhatsApp, SMS, RCS and Email. Click-to-call and AI calling sit on the person — not as a fifth chat.
The channel your customers already live in — templates, sessions, and a live inbox.
SMS
Land on any phone, no app required. The reliable fallback when chat isn’t delivered.
RCS
Rich cards, carousels and tap-to-reply, native on Android — no extra app for them.
Newsletters, receipts and longer threads, sitting in the same inbox as every chat.
Call — on the person, not in the inbox
Click-to-call from the desk, plus specialist AI calling (Bolna, Ringg, Vapi, Retell). Completed calls land on an existing person — unknown numbers do not create leads. The inbox stays WhatsApp, SMS, RCS and Email. Voice is kernel furniture, not a pack, not a fifth chat, and not a dialer campaign inside VartaDesk.
Start free. Scale when the inbox is full.
Insights sit on these plans. Packs are requested from the workspace; priced packs appear on the monthly bill. Upgrade when the team is ready.
Free
Free 10-day trial — try the core platform
- 100 contacts
- 2 teammates
- WhatsApp inbox & automation
- AI agent
- Journeys & follow-ups
- Insights Overview
- Click-to-call and AI calling on the person
- Custom pipelines & fields
- Request an industry pack
Premium
For small teams getting started
- 50k contacts
- 5 teammates
- WhatsApp inbox & automation
- SMS
- AI agent
- Journeys & follow-ups
- Insights Overview & Analytics
- Click-to-call and AI calling on the person
- Multi-touch attribution
- Industry packs on request
- Sales workspace pack on request
- Store order listen — Odoo, Shopify, Woo
Platinum
Everything, unlimited, all channels
- 1M contacts
- 20 teammates
- WhatsApp inbox & automation
- SMS
- RCS
- AI agent
- Journeys & follow-ups
- Insights Overview & Analytics
- Click-to-call and AI calling on the person
- Multi-touch attribution (never blended with ads spend)
- Industry packs on request
- Capability packs: Sales, Cases, App installs, Reviews, Social
- Store orders — Odoo, Shopify, WooCommerce
Enterprise
For large teams with custom needs
- Everything in Platinum
- Unlimited contacts & team
- All channels — WhatsApp, SMS, RCS, Email — plus click-to-call and AI calling
- Attribution that never blends ads spend into WhatsApp credit
- All industry and capability packs
- Store orders and custom overlays
- Dedicated support & SLA
- SSO & custom onboarding
Industry and capability packs are requested from your workspace and approved by us. Priced packs appear on the monthly bill; a blank rate means the pack is not billed. Store-order listen is a connection, not a new SKU.
What teams ask before they switch.
Channels, Voice, AI calling, attribution, isolation, packs, and how fast you can start.
Set up your workspace in under five minutes — no credit card required. Start free and upgrade whenever your team is ready.
WhatsApp is the core channel, with SMS, RCS and Email available on eligible plans. Every conversation — whichever channel it arrives on — lands in the same realtime inbox. A phone call sits on the person, not as a fifth chat: click-to-call from the desk, and specialist AI calling (Bolna, Ringg, Vapi, Retell) whose completed calls attach to people you already have.
You can bring your own WhatsApp provider and AI keys per workspace — no shared credentials and no lock-in. If you are just getting started, our team can help you get a number provisioned.
Yes. VartaDesk is multi-tenant by design: your company, team and data are fully isolated, with role-based access for owners, admins and agents. Agents only ever see the leads and conversations assigned to them.
The AI agent is grounded in your own catalog and data. It answers common questions, qualifies leads and escalates to a human the moment a personal touch is needed — and it pauses cleanly the instant a teammate takes over a conversation. Specialist AI calling vendors run their own voice campaigns; VartaDesk does not auto-dial an audience from the inbox.
Yes. Build multi-step journeys triggered by product or source — send pre-approved templates, wait, branch and follow up, all without code. Bulk campaigns respect opt-out and your plan quota automatically.
Industry packs install the objects, pipelines, roles and templates a vertical already runs — courses, listings, test drives, appointments — on the same inbox. Capability packs overlay a number you already trust in another tab: store downloads, reviews, social pulse, paid media spend, a sales workspace, or cases with SLAs. Store orders from Odoo, Shopify or WooCommerce listen onto the matching person. We do not become Play Console, Ads Manager or your store admin.
Yes. Mapped agents click-to-call from the person (RingCentral RingOut or Acefone Click-to-Call) — 1:1, not a hunt group. For AI voice, connect Bolna, Ringg, Vapi or Retell: lists and campaigns stay in that vendor, you prepare an audience of existing people from VartaDesk, and completed calls land on the same record. Unknown numbers do not create people. Voice is kernel furniture, not a pack, and not a bulk dialer inside the CRM.
Overview is the daily dashboard — who needs a reply, where the pipeline sits, what went out. Analytics is the engagement funnel: delivery, open and click rates against messages handed to a provider (queued is excluded). Conversion after contact is association among people you messaged, not last-click. Attributed revenue only when every order shares one currency. Store downloads, MMP installs, paid media spend and journey conversion stay separate series if you install those packs.
Packs stay request-then-approve from your workspace. When we set a monthly rate for an installed pack, that line appears on the usage invoice. A blank rate means the pack is not billed. Store-order listen from Odoo, Shopify or WooCommerce is a connection, not a new SKU. Inbox, click-to-call, AI calling, and payment links are on the workspace — they are not catalog SKUs.
Put every conversation — and the call — on one desk.
Five minutes to a workspace. Free to start. No credit card.