Your Shop Desk
Payroll Services · Custom Shop Desk CRM

A Custom CRM for Payroll Service Providers

A new client signs, then everything hangs on getting setup right before the first pay date. Here is what your desk would track from the first call to a clean first payroll and every month after.

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A Shop Desk set up the way a payroll services business would run it
A Shop Desk set up the way a payroll services business would run it

Shown: Tallpine IT, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Payroll Services Words

Every new payroll client moves down the same line. We name each stop the way your crew already does.

  1. 01Lead
  2. 02Discovery Call
  3. 03Proposal
  4. 04Signed
  5. 05Setup
  6. 06First Payroll
  7. 07Ongoing Service

A new payroll client on your desk hangs off the company.

So the card asks for what you actually need, and nothing a payroll services business would never fill in.

  • Employee count
  • Pay frequency
  • States with employees
  • Current provider
  • First pay date
  • Referral source
Where it leaks

Where Payroll Services Businesses Lose Work

Setup Items Missing on Pay Week

A signed client still has not sent prior quarter reports or bank forms. Your team scrambles right before the first pay date.

Proposals That Go Quiet

An owner asks for a quote at year end and then gets busy. Without a follow up, they renew with the provider they already have.

Referral Partners Nobody Thanks

An accountant sends you three clients this year. Nobody tracked it, so nobody said thank you, and the fourth goes elsewhere.

What we would build

Fitted to How You Already Work

  • A Setup Checklist the Client Sees

    The client gets a page showing which forms and reports you still need. They upload from their phone and your team sees it right away.

  • First Pay Date Countdown

    Every new client shows days left until first payroll and what is still open. Your manager sees which setups are at risk.

  • Proposal Follow Ups

    Owners who have not answered get a check in written in your voice. Year end prospects get reminded before the switch window closes.

  • A Referral Partner Board

    Each client keeps the accountant or banker who sent them. You see who sends the most and when to say thanks.

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Questions

What Payroll Services Owners Ask

Will employee Social Security numbers or bank info sit in the desk?
No. The desk tracks the sale, setup and service, and payroll data stays in your payroll system. We set up with you who can see what.
Can it handle clients with employees in several states?
Yes. Each client lists its states, and the setup checklist changes to match. Your team sees what each state needs before first payroll.
Can it track service requests after setup?
Yes. New hires, rate changes and questions get logged on the client. You can see which clients need the most help.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Payroll Services Business Runs

We will tell you honestly what a desk fitted to it would take.

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