1
Know what needs attention
My Day shows overdue tasks, today's appointments and the records that need you, the moment you open MorrisDesk.
Simple workspace for small teams and organizations
One simple place for the people, tasks, appointments and payments that need your attention.
Open MorrisDesk and immediately know what needs attention today: who to call, what is due, where you need to be, and which payments are coming in. Built for small businesses, consultants, brokers, professionals, synagogues and organizations.
Plans start at $9.95/month · Every plan includes 2 users · 30-day free trial · No credit card required
MorrisDesk
Search contacts, tasks, appointments, notes...
Morris Team ▾
Good morning, Morris
Here is what needs your attention today.6
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$4,850
My DayView all
OverdueCall Alex Rivera back2 days
TodaySend updated options to Naya Studio3:00 PM
AppointmentConsultation with Daniel Cho1 day
PaymentWeekly charge collected from BrightPath$250.00
Built around action
Less CRM maintenance. More clarity about what happens next.
MorrisDesk keeps the daily workflow focused on the few things that need you: people to reach, work to finish, appointments to keep and payments to collect.
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Keep people and work together
Contacts, notes, tasks, appointments and reminders stay connected, so you always know what happened last and what comes next.
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Get paid simply
Charge a client, set up weekly or monthly billing, or break a large invoice into installments. Money goes to your own connected payment account.
How it works
Useful in minutes, not after a CRM project.
Start with a simple setup, add the people you already work with, then add tasks, appointments and payments as you go.
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Choose your starter setup
Start with a small business, consultant, professional, organization or blank workspace.
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Add people and work
Import existing contacts, then add tasks, appointments and reminders as you go.
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Open My Day and start
Every morning, My Day shows the tasks, appointments and payments that need you first.
My Day
Open MorrisDesk and know where to start.
Your home screen prioritizes action instead of burying you in charts.
- Overdue and due-today tasks
- Today's and upcoming appointments
- Reminders with snooze until you are ready
- Payments collected and upcoming charges
- Direct links to the record that needs action
My DayToday
OverdueCall Samantha2 days
TodaySend updated options1:30 PM
AppointmentPlanning meetingTomorrow
PaymentInstallment collected$100.00
BillingThis month
CollectedWestlake Group weekly$250.00
ScheduledAtlas Partners monthly$475.00 on the 1st
InstallmentNaya Studio 3 of 10$100.00
ScheduledGreenstone invoice$18,000 due the 15th
Simple payments
Charge clients and collect without chasing.
Charge a client now, set up weekly or monthly recurring billing, or break a large amount into installments. Every collected payment gets a receipt.
- Charge now, weekly, monthly, or installment plans
- Pause or cancel remaining charges anytime
- Invoices, receipts and simple billing reports
- Automatic receipts for every collected payment
- Money goes to your own connected payment account
Made for attention-driven work
One simple place, built for small businesses, consultants, brokers, professionals, synagogues and organizations.
MorrisDesk stays general enough for any small team while giving specific kinds of work a faster starting point.
Simple pricing
Three simple plans. Every plan includes 2 users.
Start with the 30-day free trial. No credit card required, and you can choose your plan when you are ready.
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Core · $9.95/month
One simple place to manage the people and work that need your attention.
- Contacts, notes and full history
- Tasks and follow-ups with recurrence
- Appointments and reminders with snooze
- My Day home screen
- Search, printing and exports
- 2 users included, additional users $4.95/month each
30-day free trial · No credit card required · Cancel anytime
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Payments & Billing · $19.95/month
Everything in Core, plus simple client payments.
- Charge now, weekly, monthly, or installments
- Invoices, receipts and billing email templates
- Billing reports with exports
- Money goes to your own connected payment account
- 2 users included, additional users $4.95/month each
30-day free trial · No credit card required · Cancel anytime
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Complete · $29.95/month
Everything in Payments & Billing, plus light bookkeeping.
- Automatic income records from collected payments
- Manual income and expense tracking with receipts
- Simple profit and loss summary
- Client balances and accountant CSV export
- 2 users included, additional users $4.95/month each
30-day free trial · No credit card required · Cancel anytime
MorrisDesk Complete is light bookkeeping for small businesses and organizations. It is not a replacement for QuickBooks or full accounting software.
Stop wondering who you forgot to follow up with.
Put people, tasks, appointments and payments in one simple place, then start each day knowing exactly what needs your attention.
Try MorrisDesk Free for 30 DaysPractical resources
Build a follow-up system your team can actually keep using.
The MorrisDesk resource library focuses on useful templates, checklists and guides, not random blog volume.
✓
Sales Follow-Up Tracker
A practical tracker for last contact, next follow-up, owner, status and notes.
✓
Client Follow-Up Tracker
A simple template for consultants and service businesses managing ongoing relationships.
✓
CRM Setup Checklist
A small-business checklist for moving from spreadsheets into a usable CRM without overbuilding it.
Questions
Frequently asked questions
What makes MorrisDesk different from a large CRM?
MorrisDesk is deliberately focused on the people, tasks, appointments and payments that need your attention. It is designed for small businesses, consultants, brokers, professionals, synagogues and organizations that want clarity without spending weeks configuring a large platform.
Does MorrisDesk include lead tracking?
MorrisDesk Core lets you add or import contacts, assign owners, track follow-ups and set the next action. Native lead generation and lead-selling services are not part of the product, and an optional sales pipeline module may return later.
Does MorrisDesk generate or sell leads?
No. MorrisDesk does not generate, sell or broker leads. It helps you follow up on the relationships you already have.
What do the plans include?
Core is $9.95 per month: contacts, notes, tasks and follow-ups with recurrence, appointments and reminders, the My Day home screen, search, printing and exports, with 2 users included. Payments & Billing is $19.95 per month and adds client charges, recurring billing, installment plans, invoices, receipts and billing reports. Complete is $29.95 per month and adds light bookkeeping with income and expense tracking, a simple profit and loss summary, client balances and an accountant export. Additional users on any plan are $4.95 per month each.
How do additional users work?
Every plan includes 2 users. Each additional active user is $4.95 per month. There are no contracts. You can cancel anytime subject to the Terms.
How does the 30-day no-card trial work?
The trial lasts 30 days and requires no credit card to begin. You are not charged during the trial, and you choose your plan when you are ready.
What is MorrisDesk Family?
MorrisDesk Family is a private household workspace for tasks, appointments, shopping lists and notes. Family data stays strictly separate from business workspaces. Family plan details will be published separately as part of the Family rollout.
Is there a free plan?
There is no permanent free business plan. Every workspace starts with the 30-day free trial, no credit card required, and you choose Core, Payments & Billing, or Complete when you are ready.
Who is MorrisDesk built for?
Small businesses, consultants, brokers, professionals, synagogues and organizations of many kinds. If your work is about staying on top of people, tasks, appointments and getting paid, MorrisDesk fits.
How does MorrisDesk keep workspace data secure and separated?
Every workspace is strictly separated, and membership is verified on the server for every request. One account can belong to multiple workspaces, but members of one workspace can never see or reach the records of another workspace.
Does MorrisDesk connect to Google or Outlook calendars?
Yes. Each user can connect their own Google or Microsoft calendar, and appointments sync both ways. Every user connects their own account, so private calendar data is never shared through a shared company connection.