ActiDesk
Give a prospect a reason to remember you, before the meeting starts.
Build a personalized, branded prospect page in minutes, send one tracked link, and see exactly what your prospect opens.
Built for: MSPs and MSSPs, plus sales teams in real estate, property management, manufacturing, financial services and home services.
- Plans start at, 1 rep
- $49/mo
- Plans start at, 1 rep
- Free trial, no card needed
- 14 days
- Free trial, no card needed
- Build and send from your inbox
- Outlook
- Build and send from your inbox
Stand out before you meet
Your video, audio, business card, magazine and letter sit on a photoreal desk scene with your own logo and name. The whole package lives at one link you drop into an email.
Know what got opened
Every page view and every asset open or play is logged in your My Sites list. No more sending a package into the void and hoping.
Build it from Outlook
Connect your own Outlook once, start a package from any contact, and list-merge a whole contact list. Outlook sends every message from your own mailbox.
MSPs and MSSPs: win the IT decision before the discovery call
Before a discovery call or network assessment, send the decision-maker a video from you, an executive briefing in plain business terms, your credentials, and a letter written around the compliance pressure they face. The moment they press play on that briefing, you know, so you call while it's on their mind. After an assessment, deliver the findings as a branded package, not a PDF nobody opens. Ahead of a QBR or a renewal, send a recap of everything you've done for them. This is the package Securafy, an MSP, sends its own prospects.
Real estate: get chosen before you ever meet
Send a potential seller your video message, track record and a market brochure before the listing presentation. After a private showing, follow up with a thank-you video and the full listing brochure, then see the moment they open it again. When a referral comes in, greet them with a package before the first call, not after.
Property management: earn trust before they walk in
Introduce your company to a prospective owner with a video walkthrough of your process and a portfolio magazine, before they visit your office. Welcome a new tenant the day the lease is signed with a video from the property manager, a move-in guide and a contact card. Before a renewal, remind an owner or tenant what they get with a personalized recap package.
Manufacturing: make buyers remember your line
Introduce a new product line with a demo video and the full spec sheet before your first call. Follow up every trade-show conversation the same day with a package built around what that buyer asked about. When a distributor requests a quote, arrive with a full branded package, not just a PDF attachment.
Financial services: earn trust before the first meeting
Send a prospective client your background, credentials and what to expect before you ever sit down together. Greet a referral with a personalized package before the first call. Ahead of an annual portfolio review, send a recap that reminds a client what they get from working with you.
Home services: get booked over the next quote
Before an in-home estimate, send a homeowner your team, your past work and what to expect. After a quote, stand out from every other contractor's PDF estimate with a branded package that shows your credentials and past projects. When a referral comes in, greet them before the first call, not after.
Attorneys: earn the engagement before the first consult
Before a first consultation, send a prospective client a video introduction from the partner, your firm's profile and a short guide to how you work with clients. Ask them to bring the documents you'll want to review, so the meeting starts with their business instead of paperwork. When a referral comes in from another advisor, greet the new contact with a package before the first call, not after.
Accountants: be the firm they choose to switch to
Before an introductory meeting, send a business owner a video from the partner, your firm's profile and a plain-language guide to switching firms. Show the advisory work you do beyond the annual return, so the conversation starts past price. Ahead of tax season or a year-end review, send existing clients a recap of the year's work and what to prepare next.
Pricing
Straightforward pricing. Start today.
Solo
$49/mo
1 rep. Or $470/yr billed annually. Upgrade to Team to add a second rep.
Start your 14-day trial →Team
$79/mo
2 reps. Or $758/yr billed annually. Extra seats $39/user/mo ($374/yr).
Start your 14-day trial →Business
$129/mo
5 reps. Or $1,238/yr billed annually. Extra seats $19/user/mo ($182/yr).
Start your 14-day trial →Annual billing saves 20%. Every account starts with a 14-day free trial. No credit card needed.
Questions
Before you start
Does ActiDesk email the prospect for us?
No. A rep sends the link themselves, the same way they'd send any email. With Outlook connected, Outlook sends it from the rep's own mailbox. ActiDesk itself never emails a prospect directly.
Do I need to connect Outlook to use it?
No. Outlook makes creating a package from a contact and sending to a whole list faster, but the create-package form works on its own with no integration connected.
Can reps use ActiDesk without leaving Outlook?
Yes. An admin deploys the ActiDesk add-in once from the Microsoft 365 admin center, and each rep connects their own Outlook. From any email, the ActiDesk panel builds a package for that contact from the rep's favorite template, drops the link into their reply, shows whether past packages were opened, and can List Merge a whole contact list. It works in new and classic Outlook for Windows, Mac, and Outlook on the web.
Is our account separated from every other organization on the platform?
Yes. Every organization gets its own reps, asset library and branding, isolated from every other tenant.
We only need 3 or 4 reps. Can we add seats to Solo or Team instead of buying Business?
On Team, yes. Add-on seats are $39/user/mo, so a 3-rep team can stay on Team for $118/mo. At 4 or more reps, Business is the better deal: it includes 5 reps for $129/mo, with extra seats at $19/user/mo. Solo is fixed at 1 rep; adding a second means moving up to Team.
Ready when you are.
Personalized, trackable pre-meeting prospect pages: video, audio, card, magazine and letter on a branded desk scene.