CRM
RightDesk
AI-powered platform unifying CRM, documentation, and customer support
All-in-one platform combining CRM, support ticketing, knowledge base, email campaigns and e-signatures with AI agents on a single customer record.
Overview

A look at rightdesk.com
RightDesk is an all-in-one platform that unifies CRM, documentation, and customer support for modern teams. It combines five integrated products—Leaddrive for pipeline management, Zendrive for support ticketing, Docudrive for knowledge bases, Maildrive for email campaigns, and Signdrive for e-signatures—all connected to a single customer record. The platform features AI agents that handle specific jobs like customer support and lead qualification, controlled through a governance layer called The Harness that lets teams choose which AI models to use and set boundaries around sensitive data. Email, LINE, and WhatsApp channels integrate natively so conversations land on the customer record regardless of where they start.
Feature notes
- Pipeline management with deal tracking and KPI reporting
- Omnichannel support ticketing via email, LINE, and WhatsApp
- Knowledge base with public help centers and internal wikis
- Drip campaigns and newsletters with live CRM data
- E-signature with contract routing and audit trail
- Support Agent AI that answers from knowledge base
- SDR Agent for lead enrichment and qualification
- Unified customer timeline with support, agreements, pipeline, and campaigns
- Two-way email, LINE, and WhatsApp sync
Pricing
Pricing model: Freemium
Free plan with unlimited seats, 1,000 records, 5,000 campaign sends/month, 10 envelopes/month, email channel and 50 AI credits. Desk plan $79/month (billed annually) or $99/month includes unlimited seats, 50,000 records, 100,000 campaign sends/month, 100 envelopes/month, email/LINE/WhatsApp, 200 AI
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FAQ
- Who counts as a seat?
- Everyone is counted, but teammates are unlimited on every plan. You pay for records and for agent actions, not heads.
- What is a record?
- A record is a person or company you keep in the customer file. Spam that triage drops does not count, but a sales email filed as a lead does.
- Do drafts spend credits?
- No, copilot drafts and triage are free so a person can still send. Credits are only spent when the agent helps a customer without a person.
- How much do WhatsApp conversations cost?
- Connection is included on Desk and Harness plans. Meta conversation fees pass through at cost.
- What happens if I exceed my plan limits?
- Mail and envelope overage stays on Desk at +50,000 sends for $19 or +50 envelopes for $12. Hitting those caps does not force an upgrade to Harness.
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