Account Management
Maintain Comprehensive Account Details
Account refers to an organization or company such as your existing or prospective customers, partners, or competitors, that you want to track in CRM.
Deskera CRM Account Management helps you to track and manage your accounts along with product, opportunity, activity and case details, add relevant document in multiple formats related to each account, and get advanced search filters within accounts based on– Industry, Product, Revenue, and more. All the Accounts operating in the CRM system are also displayed on the dashboard, for your quick review.
Key Features of Account Management
Comprehensive Account Details:
Efficiently record and track complete account details including expected revenue and type of industry.
Spreadsheet functionality:
Adding, updating and navigating through the sheet is as easy as using a spreadsheet. It ensures that all your tasks get completed in three clicks or less. It incorporates 'Click and Type' functionality that allows you to select, edit and manipulate any data as per your requirement, without the need of navigating through any additional tabs or menus. Learn more about Click and Type
Add an Activity, Opportunity, Contact or Case:
Define activity, opportunity, contact or case related to an account. Get regular updates of all accounts right on your dashboard.
Add Documents:
Add/Update documents for each account and maintain a central repository of documents for all your accounts. Learn more about Document Management
Export Accounts:
Export your Account List in multiple file formats like .pdf, .csv and more. You can even customize the format of the files by defining templates before exporting them.
Key Benefits of Account Management
- Keep track of all your account details including activities, contacts, opportunities and cases, through regular updates and quick retrieval using advanced search.
- Maintain account details easily using an intuitive spreadsheet like user-interface.
Additional Features of Account Management
- Quick Search allows you to get results as soon as you type the keyword.
- Advanced search functionality enables you to search for multiple search terms.
- Maintain a repository of inactive accounts in 'Archived Accounts' list.
- Track recent activities associated with all your accounts through updates on your dashboard.