Run your pipeline, inbox and books from one desk.
Morning Desk CRM brings deals, contacts, email, invoices and accounting into one simple workspace, with an AI assistant that briefs you before your coffee cools.
$20 per seat / month. Everything included. Cancel anytime.
Stop switching tabs to run your business.
Every seat includes the full platform. No add-ons, no tiers, no surprises.
Pipeline & forecasting
Drag deals through your stages, see what’s likely to close, and forecast revenue by month.
Companies, contacts & leads
One record for every relationship, with the full history of emails, deals and invoices attached.
Email inbox with Gmail sync
Your whole inbox inside the CRM. Reply, reply all, forward, CC and BCC without leaving the page.
Invoices, accounting & bills
Send invoices, track A/R aging and past-due balances, log bills, and see performance by period.
Tasks, calendar & projects
Keep the work you sold on track, with tasks and events tied to the right client.
Built-in AI assistant
Draft replies, catch up on any account, and ask questions about your data in plain English.
Works with the tools you already use.
15 integrations across email, payments, accounting, meetings, files, marketing and prospecting. Everything flows into the same records your team works from.
Inbox sync
Your inbox inside the CRM, synced both ways and matched to the right contacts and deals.
- Read, reply, forward, CC and BCC in the app
- Send invoices straight from your own address
- Each teammate sees only their own mailbox
Invoice payments
Connect your own Stripe account and get paid faster. Money goes directly to you.
- Every invoice gets a Pay now link
- Clients pay by card or bank transfer
- Invoices mark themselves paid automatically
Lead import
Bring Apollo prospects into your pipeline without copy and paste.
- Import people and companies in bulk
- Enriched titles, emails and firmographics
- New leads land ready to work
Plus 12 more
Connect from Settings in a couple of clicks. Disconnect anytime.
QuickBooks
Sync invoices, payments and customers to QuickBooks Online.
Zoom
Add a Zoom link to any event and log the call on the deal.
Google Meet
Attach a Meet link to calendar events in one click.
Twilio
Text and call contacts from their record, with every message logged.
Slack
Post deal wins, new leads and past-due invoices to your channels.
Google Drive
Attach Drive files to companies, deals and projects.
Dropbox
Link Dropbox files and folders to any record.
OneDrive
Keep OneDrive documents attached to the right client.
Zapier
Connect Morning Desk to thousands of other apps with Zaps.
Mailchimp
Sync contacts and segments to your Mailchimp audiences.
Constant Contact
Push contact lists to Constant Contact for campaigns.
Save LinkedIn prospects as leads with their profile on the record.
Gmail, Google Meet and Google Drive are trademarks of Google LLC. Stripe, Apollo, QuickBooks, Zoom, Twilio, Slack, Dropbox, OneDrive, Zapier, Mailchimp, Constant Contact and LinkedIn are trademarks of their respective owners. Use of these names does not imply endorsement.
Your assistant is already on every page.
No separate tool to learn. Morning Desk AI reads the records you’re looking at and does the busywork, with 300 credits per seat every month.
- 1Morning briefA daily rundown of follow-ups, overdue invoices and today’s meetings.
- 2Draft repliesOne click turns an email thread into a ready-to-edit response.
- 3Catch me upSummaries of any company or deal, so you walk into every call prepared.
- 4Ask anything“Who owes us the most?” “What closed last quarter?” Answers in seconds.
Easy to learn. Easier to live in.
Start your free trial
Create your workspace in under a minute. Three days free, then $20 per seat.
Connect Gmail & invite your team
Sync your inbox and add teammates in bulk. Seats adjust automatically.
Run your day from one desk
Deals, email, invoices and tasks, all in one place, with AI along for the ride.
One plan. Every feature. Per seat.
Pay only for the people on your team. Add or remove members anytime and your bill adjusts automatically. No contracts, no setup fees.
- Pipeline, deals and forecasting
- Companies, contacts and leads
- Email inbox with Gmail sync
- 15 integrations incl. Stripe, QuickBooks, Zoom, Slack and Zapier
- Invoices, accounting and bills
- Tasks, calendar and projects
- AI assistant: 300 credits per seat each month
Card required. You won’t be charged until day 4. Cancel anytime.
Questions, answered.
How does the free trial work?
You get full access for 3 days. A card is required to start, and your first charge happens automatically on day 4 unless you cancel before then.
How is billing calculated?
$20 per seat per month, where a seat is one member of your team. Add or remove people and your subscription updates automatically, prorated.
Can I cancel anytime?
Yes. Cancel from your billing settings in a couple of clicks. You keep access until the end of the period you’ve paid for, and your data stays safe if you come back.
Does it work with my email?
Morning Desk syncs with Gmail, so your whole inbox shows up inside the CRM and each person sees only their own mailbox.
What does Morning Desk integrate with?
Gmail, Stripe, Apollo, QuickBooks, Zoom, Google Meet, Twilio, Slack, Google Drive, Dropbox, OneDrive, Zapier, Mailchimp, Constant Contact and LinkedIn. Connect each one from your settings in a couple of clicks, and disconnect anytime. Zapier opens up thousands more.
Is my payment information secure?
Payments are processed by Stripe. Morning Desk never sees or stores your card details.
Start tomorrow morning with a clear desk.
Try Morning Desk CRM free for 3 days. Set up takes minutes.
Start your free trial