Education & coaching
Courses, batches, enrolments · counselling → enrolled
A counselling desk the week a batch is about to fill.
Read Harborview’s week
Solutions
One platform. Every conversation. Any vertical.
VartaDesk is the conversation operating system — inbox, people, journeys, AI. An industry pack installs the objects, pipelines, roles and templates on top. WhatsApp, SMS, RCS and Email do not change.
Each card opens a different day in that business — not the same story with swapped labels.
Retail & e-commerce
Hold requests, pickups · browse → purchase
A Gold shopper’s cart, a store hold, and 6pm expiry.
Read Oak & Thread’s Saturday
Automotive
Vehicles, test drives, service bookings · drive → booking
A Saturday drive board, a no-show, and a service due.
Read Northline’s lot
Professional services
Clients, retainers, cases · engagement pipeline + SLAs
A proposal that aged 11 days and a case on SLA.
Read Northbridge’s Monday
Healthcare & clinics
Appointments, care episodes · visit pipeline
A front desk morning, a no-show, no chart in sight.
Read Willow Lane’s list
Hospitality & travel
Stays, experiences · enquiry → checked-out
A quoted stay that never confirmed, and a spa still Requested.
Read Crescent House’s folio
Fitness & wellness
Memberships, class bookings · trial → renewed
A trial that attended, a class with two spots, a membership about to end.
Read Forge’s evening board
Real estate
Listings, site visits, offers · viewing → close
A Sunday viewing, feedback on the card, and no offer.
Read Ashford & Grey’s roster
Financial services
Applications, review meetings · needs → issued
Documents pending, a review no-show, income band only.
Read Pebble & Co’s file
The OS underneath does not fork.
Inbox, automation and AI stay shared. The pack only adds the records your team already names out loud.