CSV Import and Export
Import your existing contacts and companies effortlessly using standard CSV files, and export your entire workspace dataset anytime.
MorrisDesk focuses on reliable essential tools rather than promising complex integrations that break or create sync errors.
We believe software promises should strictly match reality. In Version 1, MorrisDesk provides straightforward native capabilities designed to keep your sales workflow moving smoothly without unnecessary technical overhead.
Import your existing contacts and companies effortlessly using standard CSV files, and export your entire workspace dataset anytime.
Track upcoming appointments, scheduled follow-ups, and key client milestones in a built-in calendar view right inside your workspace.
Launch phone calls or compose emails directly from contact records using your device native telephone dialer and default email application.
Direct connections to Google Calendar and Microsoft Outlook Calendar are not available at launch. While MorrisDesk features a robust internal calendar for managing appointments and follow-up schedules inside the app, it does not currently sync two-way with external calendar services.
We promise to be completely transparent about platform capabilities. We will only announce external calendar sync integrations when they are fully built, thoroughly tested, and genuinely ready for daily production use.
Version 1 of MorrisDesk does not include webhooks, Zapier connectors, or automated background email inbox scraping. Many large platforms attempt to automatically capture every email, which often creates cluttered, noisy activity histories full of automated receipts and promotional messages.
Instead, MorrisDesk encourages deliberate action. When you talk with a prospect, click the email link to open your client, send your message, and drop a quick note into MorrisDesk with the next follow-up date attached. This keeps your record history accurate, readable, and meaningful for your whole team.
Your business data belongs to you, always. We never lock your records behind proprietary formats or export restrictions. With our full CSV export feature, you can download your complete list of contacts, companies, opportunities, and activity history whenever you choose.
Whether you need to generate custom reports in spreadsheet software, back up your customer lists, or move data between systems, your information remains entirely portable.
To see how MorrisDesk helps small sales teams track daily follow-ups without complex configuration, explore our features overview or review our how it works guide. You can also view our transparent pricing details, check our data security practices, or reach out to us on our contact page.
Try MorrisDesk free for 30 days. No credit card required, no contracts, and full export capabilities.
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