Deskera CRM Dashboard
Real time customizable CRM Dashboard - Mashboard
Deskera CRM brings to you the next generation of Dashboards – called ‘Mashboards’- which provide new, and hybrid dashboard design techniques, incorporating all the features of the previous generation dashboards in a real time customizable format. CRM Dashboard allows “mashing” or drag-and-drop of content and adding useful applications known as ‘widgets’.
Widgets enable you to access all CRM modules and reports directly from the CRM dashboard. Widgets also allow you to lend a more personal touch to the dashboard by giving you the freedom to choose the applications that you wish to see.
Key Features of CRM Dashboard
Drag and Drop:
The components in the Deskera CRM Dashboard can be moved around and arranged as per your requirement. This ensures a priority-based unique interface to the dashboard components, for each user of your organization. The users can individually decide the layout of the portal, and add and remove components as per their requirements.
Widget Bar:
Add Widgets to your CRM dashboard to access the most important applications directly from it. So, in Deskera CRM you will find widgets to manage your campaigns, leads, contacts and more. Widgets also allow users to lend a more personal touch to their dashboard by allowing them to choose the applications they wish to see.
Quick Add:
You can easily add an account, lead, opportunity, contact, case, target or activity from the CRM dashboard using ‘Quick Add’.
Quick View:
It provides you with an instant ‘tree view’ of all accounts, leads, products, campaigns and documents. You can easily navigate through this list just as you explore folders in your Operating System.
Deskera One Search:
You can easily search through all the lists and entries saved in Deskera through Deskera One Search functionality. Just type the term you intend to search and get results instantly without even hitting the enter button.
Deskera Reports:
Get a single integrated view of your global sales, marketing, and service processes on your CRM dashboard.
Key Benefits of CRM Dashboard
- Provides you with the flexibility to customize CRM dashboard in real time according to your unique requirements.
- Enables you to quickly view and add campaigns, leads, contacts and more directly from the dashboard.
- Provides a single integrated view of your global sales, marketing, and customer support processes through a variety of reports on your dashboard.
- Get regular updates to keep you in sync with all activities related to your customers, prospects, campaigns and more.
Additional Features of CRM Dashboard
- Access links to CRM Modules and reports.
- Updates on all campaigns, leads, accounts, activities, contacts, opportunities and more.
- Graphical charts on all CRM Modules.
- Access links to configure your personal as well as company settings.
- Access links to your personal messages.