Cevelar Desk · The virtual account executive

No questionnaire. No email thread. One link.

When a request is still missing details, you send your customer a link. Desk asks in chat for exactly what is open. Your customer answers in their own words. The answers are in your systems at once.

Book a demo How it works

Typical follow-ups

Material Tolerances Surface Delivery date Partial deliveries Invoice address VAT ID Drawing approval

Desk asks only for what is still missing on your request, and follows up when an answer is unclear.

Hosting: EU
Privacy: GDPR, DPA
For customers: No login

desk.cevelar.com/r/7KQ2-A2291

Sample data

Hartmann Antriebstechnik Request A-2291 · Flange shaft FW-220

Good morning Ms Schneider. For your request of 400 flange shafts FW-220 we are still missing four details. Do you have two minutes?

Yes, gladly.

Thank you. Which material should it be: 42CrMo4 as on the last order, or stainless steel?

As last time. This time please burnished, though.

Understood: 42CrMo4, burnished. By when do you need the parts at the Ulm plant?

Week 49 at the latest, preferably in two partial deliveries.

Noted. Does the invoice go to your Stuttgart head office again?

Yes. And what is the status of order 4711?

Order 4711 is in production, dispatch planned for 14 November. I have passed your four details to Mr Weber. He will come back with the quote.

Write a reply

Fieldsnone open

Material42CrMo4
Surfaceburnished
Delivery dateWeek 49, 2 partial deliveries
Invoice addressStuttgart head office

Synced directly with your CRM.

The problem

A quote rarely waits for much. Usually for three answers.

Material, delivery date, invoice address. Every sales team knows it: the question is small, the chasing costs days.

Today · One inbox, sample

Follow-up on your request A-2291Mon 09:12

FW: Supplier_questionnaire_v3.pdfMon 09:14

RE: Follow-up on your request A-2291Wed 16:40

RE: RE: Material? Surface?Thu 08:03

Reminder: questionnaire still openMon 11:27

RE: RE: RE: Invoice addressTue 14:55

Delivery date still open

With Desk

desk.cevelar.com/r/7KQ2-A2291

One message. One conversation. Synced directly with your systems.

Material ✓ Surface ✓ Delivery date ✓ Invoice ✓

How it works

From the open question to a maintained record.

Set the open points

You decide what still needs to be clarified and attach context: quote, drawing, earlier orders, or data straight from the CRM. Recurring follow-ups you save as a template.

Material Delivery date

Send the link

By email, messenger, or out of the CRM. Your customer opens the chat with no install and no account, answers at their pace, and can continue later.

desk.cevelar.com/r/7KQ2

Take the answers

Desk writes the answers into fields, adds a short summary and marks what is still open. Everything lands on the right record.

Material: 42CrMo4 Delivery date: week 49

CRM and project status

Desk asks. And reports back.

Desk takes its context from your CRM and writes the answers back. Because it knows the approved project status, your customer can use the same link to ask where their order stands.

Your CRM

Context for the request

Contact, company, history
Required fields that are still empty
Quotes, drawings, specifications
Approved status and dates

Desk · Sample data

When will order 4711 ship?

Order 4711 is in production. Dispatch is planned for 14 November. I will send the tracking number as soon as it is available.

Desk only states what you have released. Everything else goes to your contact.

Back to the CRM

Result of the clarification

Fields instead of free text
Summary as a note
Uploaded documents and photos
Open points as a task

Ready-made connections for the usual CRM systems in the mid-market. Everything else, including ERP, we connect through REST API and webhooks.

Use in the mid-market

Wherever you have to ask the customer.

Technical clarification

Material, tolerances, surface, standards, before the quote goes out.

Delivery and call-off data

Requested dates, partial deliveries, delivery address, on-site contact.

Master data

Invoice address, VAT ID, ordering process for new customers.

Approvals and samples

Feedback on samples, drawing approvals, change requests.

Privacy

Your customers' data stays in the EU.

Desk runs in the EU and processes data under GDPR. You decide what Desk knows, what it may say, and how long conversations are kept.

01 · Hosting: In the EUOperation and storage in data centres in Germany. No transfer to third countries.
02 · Contract: GDPR and DPAA data processing agreement is included in every plan.
03 · Knowledge: Only what you releaseDesk uses only what you attach to the request or release in the CRM.
04 · Retention: Deletion periodsRetention per request is configurable. Links expire.

Pricing

Start with one team, then grow.

A fixed monthly fee with clarifications included. Only a link your customer actually answers is counted.

Starter

For one sales team

€290 per month

50 clarifications included · then €4 each

3 users
Templates for recurring follow-ups
Export as PDF and CSV
EU hosting, DPA
Email support

Book a demo

Professional

Recommended

For sales and inside sales with a CRM

€790 per month

250 clarifications included · then €3 each

10 users, everything in Starter
CRM sync in both directions
Project status answers
Your logo and sender
Automatic reminders
Email and phone support

Book a demo

Enterprise

For several sites

from €1,900 per month

1,000 clarifications included · then €2 each

Unlimited users, everything in Professional
Several CRM systems and sites
Single sign-on, roles and rights
Your own retention rules
Named contact and SLA

Get in touch

Pilot · 3 months · €1,900 fixed

Test with real requests, then decide.

Professional scope for one team, including the CRM connection. If you sign an annual contract, the pilot is credited in full.

Request a pilot

What is a clarification?: A link you send that your customer answers at least once. Unused links and project-status questions do not count.
Setup: CRM connection once, €1,500 to €4,900, depending on the system.
Billing: All prices net, billed yearly. Monthly billing with a 15% surcharge.

Common questions

Where is the data stored?

In data centres in Germany. All processors are based in the EU and process data there. There is no transfer to third countries. You receive the data processing agreement and the list of processors before the contract starts.

Does my customer have to install anything or create an account?

No. Your customer opens the link in the browser, on a computer or a phone, and answers directly. No account, no app.

What if my customer does not know something right away?

They can pause the conversation and continue later through the same link. Open points stay marked. If you want, Desk sends a reminder.

Can Desk promise something that is not true?

Desk works only with what you attach to the request or release in the CRM. On prices, dates or topics outside that frame, Desk makes no promise and hands over to your contact.

Which CRM systems are supported?

Ready-made connections for the usual CRM systems in the mid-market, set up in the pilot. Everything else, including ERP, we connect through REST API and webhooks. Without a connection you export results as PDF or CSV. Which systems you use, we clarify in the demo.

Which languages can Desk ask in?

Desk holds conversations in German and English. Results always arrive in your language. If your customer answers in another language, Desk hands over to your contact. Further languages are released only after they are tested.

What if we need more clarifications than the plan includes?

Further clarifications are billed at the rate of your plan: €4 on Starter, €3 on Professional, €2 on Enterprise. If demand stays higher, you move to the next plan at any time.

How soon can we start?

You create the first request in Desk with no integration. The CRM connection usually takes two to four weeks, depending on the system and approvals in your IT.

Show us a follow-up from your day-to-day.

In 30 minutes we walk through it with Desk, with your CRM if you want.