Xifdesk
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Every lead, every brand, one pipeline.

Capture leads, work them on boards, write proposals with AI and hand won projects straight to delivery. One brand or several, each with its own sales flow.

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Kestrel Apps pipeline

Bidding brand, this month
Call scheduled2
Estimation required2
Estimation shared2
Hired clients1

Interactive preview with fictional sample data.

See CRM in the product.

Every brand gets its own leads, boards and reports, all in one workspace.

Leads

A lead ledger for each brand, with owners, sources, statuses, follow-ups and saved views.

Xifdesk leads table

Pipeline boards

Trello-style boards per brand. Cards carry MQL or SQL tags, members, checklists and attachments.

Xifdesk pipeline board

Lead insights

Conversion, overdue follow-ups, pipeline by status, owner leaderboard and sources at a glance.

Xifdesk lead insights dashboard

AI proposals

Paste a job post and Xifdesk drafts a proposal matched to the work you have delivered.

Xifdesk AI proposal generator

Screens from the Xifdesk product. Names, clients and figures are sample data.

The full sales cycle, from first contact to hired client.

Each brand keeps its own statuses, sources, fields, boards and team access, while leadership sees every brand together.

Lead management

  • A lead ledger for each brand or across all brands, with contacts, tech stack, owner, status, source, tags and follow-ups
  • Custom fields per brand and pipeline statuses grouped as open, won or lost
  • Table view with column picker, filters and saved views, and a board view to drag leads between statuses
  • A lead drawer with activity timeline, notes and follow-ups, plus quick call, email and WhatsApp actions
  • CSV import with column mapping and duplicate handling, CSV export and bulk changes
  • Follow-up reminders every 15 minutes, and visibility rules so people see only the leads they should

Boards

  • Several Trello-style boards per brand, with stages for bidding or direct sales
  • Cards with descriptions, labels, members, watchers, checklists, due dates, MQL or SQL classification and attachments
  • Comments with mentions and reactions, a full activity timeline and assignment history
  • Live updates for everyone on the board, with filters by date, assignee, lead generator and tech stack
  • Cards reach Hired clients only through Mark as hired, so that column can always be trusted

Bids, hires and handover

  • Mark as bid with the profile, connects used and tech stack; invites tracked separately; late bids go to a manager for approval
  • Mark as hired captures pricing, contract value, scope and milestone documents, and contributors with their share
  • Un-hire requests need approval, which keeps revenue figures honest
  • Hired projects move to Project Management in one step, and their onboarding status flows back

Targets and reports

  • Direct-marketing dashboards for each marketer and for the whole team
  • Weekly bid and lead targets per person, with reminders and achieved or missed alerts
  • Reports for bidders, the tech team, bid requests, un-hires and hired projects, with drill-down to the leads behind every number
  • Lead insights: conversion, overdue follow-ups, pipeline by status, owner leaderboard and sources

Proposals written from the work you have actually delivered.

Paste a job description, add attachments and client questions, choose a tone and length. Xifdesk analyses the job, ranks your best-matching past projects with a match score and writes three versions: problem-solution, technical and results.

Fleet tracking app for a regional delivery company
Job description
Drivers need to log trips and fuel stops from their phones, including where there is no signal. The office needs a live view and route history. Existing API in Node.js.
Client question
Have you built apps that work offline?
Tone: professional, length: medium
Best-matching portfolio
  • Logistics driver app92
    Offline trip logging, background sync
  • Fleet maintenance portal84
    Vehicle records, service schedules
  • Courier dispatch dashboard77
    Live map, route history

Hi Jonah, we would build the app in React Native with a local-first data store, so trip logging works fully offline.

A background sync queue sends trips to your API as soon as a connection returns. We used the same approach in our logistics driver app.

Happy to walk your team through the architecture on a short call.

  • Only verified portfolio links
  • No prices or timelines committed
  • No invented numbers
  • Reviewed by a person before sending
Saved with matches, rating and token cost

How a lead becomes a project.

  1. Capture

    A lead arrives from a job post, a referral, your website or a CSV import, with an owner and follow-up.

  2. Work the board

    The team moves the card through calls, estimates and questions, with comments and attachments in one place.

  3. Propose

    AI drafts a proposal from the job and your portfolio. A person reviews it before it is sent.

  4. Bid or send

    Bids record the profile and connects used. Late bids go to a manager for approval.

  5. Mark as hired

    Contract value, scope, documents and contributors are captured on the card.

  6. Hand over

    The project moves to delivery in one step, with its onboarding status flowing back.

Connected to the rest of the company

See your pipeline on Xifdesk.

A walkthrough shaped around your teams: how sales, client conversations, people, payroll and delivery would work together on Xifdesk.

Request a demo Contact sales