CRM Account Management
Comprehensive Account Details, Spreadsheet Interface, Opportunity, Add Document, Export Account and more.
Account refers to an organization or company, which you want to track in your CRM.
Deskera CRM Account Management helps you to track and manage your accounts along with product, opportunity, activity, and case details. You can easily upload account related documents. like statements of work and Requests for proposals. Advanced filters allow for Industry, Product, Revenue, searches and more. You can set dashboard settings for convenient account views.
Key Features of Account Management
Comprehensive Account Details:
Efficiently record and track complete account details, including expected revenue and industry type. Track and view all communications (emails, notes, scheduled events, account history, attachments, etc) at the account level. If necessary, additional contact information is just a click away.
Extensive Account Support and Customer Service:
Record and track Support Cases with real time Alerts. Track pending and resolved cases with real time status updates. Define multiple activities for each customer case and track their status.
Spreadsheet functionality:
Adding, updating and navigating through the data is as easy as using a spreadsheet. Our goal is that you are able to complete your tasks in three clicks or less. Deskera incorporates 'Click and Type' functionality that allows you to select, edit and manipulate data, without the need of navigating through 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 on your dashboard.
Add Documents:
Add/Update documents for each account and maintain a central repository of documents. Learn more about Document Management
Export Accounts:
Export your Account List in multiple file formats like .pdf, .csv and more.
Reports available in CRM Accounts Management:
- Key Accounts Report
- Monthly Accounts Report
- Account Owners Report
- Account with Cases by Priority Report
- Accounts with Cases Report
- Accounts with Contacts Report
- Accounts with Opportunities Report
- Industry Account Type Report
