Create and send professional looking invoices from your phone or laptop in minutes. Use our invoice templates or design your own from scratch.

Our full-suite allows you to turn finalized quotes and estimates into invoices in one click. Get paid faster by using our Stripe, Veem or Paypal integrations.

Manage your sales and orders from start to finish. Create estimates and convert them to invoices upon confirmation. Receive and record online payments automatically. Fulfill orders and keep track of your cost of goods sold. We make it a BREEZE.

Get ready to use professional and great looking templates for all transactions like invoice, quotations, orders, bills and payment receipts.

You can also imply build your own template in Word. Just upload and use your template to print or email PDFs to your contacts.

Run a global business? We will help you maintain exchange rates for over 110 currencies.

Create your invoices and bills in multiple currencies. We also offer daily, weekly or monthly currency exchange rate updates so there are no surprises.

Record advance payments and deposits for your suppliers and customers in currency of your choice. Our invoicing software offers the flexibility that you need to serve your clients and customers how you see fit. Whether it's capturing a percentage of the scope up front or the entire cost - we will allow you to do it.

Access all reports, including financial reports online.

View income statement, balance sheet, trial balance, cash flow statement, general ledger and tax reports on your phone or desktop.

Get detailed insight into your sales, purchase and inventory. Splice your reports using custom fields.

All transactional journal entries, like invoice or forex gain/loss are automatically created and mapped to the correct general ledger account for proper reporting. We want you to focus on the business and keep the accounting work easy!

Build conversion funnels to drive your visitors towards paid conversions, upsells, and cross-sells.

Select a high-conversion funnel template, or create one from scratch. Build as many funnels as you want.

Track the performance of each step in the funnel and optimize it based on actionable data.

Create and reuse forms on any webpage. Just select a template, add fields, save the form, and you are all set!

Segment the leads captured automatically based on which forms they came from, so you have a clean, clear view of all your contacts.

You can add the built-in fields or create your field based on types such as text, number, date and more. Moreover, redirect visitors to your desired URL once the form is submitted.

Act on and close deals faster. Just set up activities and get reminded when it is time.

Move deals around different stages of your sales pipeline as they mature, and keep a close eye on the critical ones.

Build your custom pipeline to mirror your sales funnel and let your sales team go full throttle.

Each contact is different. The person who downloaded the free eBook needs a different approach from the person who signed up for a free trial or added a product to the cart.

Segmentation makes this possible.

Add contacts to the desired segments automatically. Run personalized campaigns for different segments, or just split a segment into two for some good old A/B testing.

Track and solve customer support tickets in one place with ease. Categorize, prioritize, and assign tickets to your support team.

Connect your support email in Deskera to receive and respond to customer issues and queries.

Create custom ticket views by selecting assignee, priority, status, and more. Set up custom views to see relevant tickets on your ticketing dashboard.

View all your activities in a calendar view to plan your day efficiently. Schedule activities, tasks, meetings, emails, and more with your contacts or deals. Receive instant reminders and notifications for overdue activities.

Create, manage, and track activities for your team members on the Deskera web and mobile app. Follow up on your deals and contacts by creating linked activities.

Sales & marketing teams are frequently on the move or working remote. It is crucial to share real-time updates, even if you are not near your laptop so that you never miss a sales opportunity.

With Deskera’s mobile app, you can manage the sales and marketing of your business while you are on the go.

Create and manage your company’s job openings in one place. Make job form questions using custom fields and test applicants based on your requirements.

Share the job on email, social media or other channels.

Once the applicant fills up the form, they are automatically added to the applicants’ database and assigned to the correct stage in the job pipeline. So, the whole hiring team is on the same page.

Select the payroll schedule and pay different groups of employees/contractors on different pay schedules, such as weekly, semi-monthly, monthly, and more

Process salary on the last day of the week, month, or choose a custom pay date for the schedule, allowing you the flexibility for handling all industry-specific pay frequencies.

Create and assign custom pay components to an employee based on your requirements. Set up employee bonuses, voluntary deductions, and many such components.

Deskera People will identify those components assigned to the employee and automatically calculate the wages. It also takes specific conditions configured in each component, like pre and post-tax deductions.

We have added the most common payroll components used by small businesses, so you can be up and running soon after adding your employees.

We understand that switching providers or starting payroll can be time-consuming. So we built a seamless startup wizard to help you reach your end goal of running payroll faster.

With three simple steps, your basic setup is complete.

After this, you will find a slew of helpful hints peppered across the system to explore and finish your setup quickly with Deskera People.

Build your own pay stub with our intuitive and flexible pay stub designer. Deskera People provides you with the tools and templates necessary.

The pay stub designer employs a simple drag and drop mechanism where you can add shapes and sections by moving them into the template where it is required. Furthermore, there is a default placeholder to incorporate your company’s logo, as well as colour and font options to boot.

Easily migrate from your existing setup. Import all your employees using one of our templates. It takes three steps to upload the data.

Step 1: Download the template

Step 2: Add the details in the template

Step 3: Review the data mapping, and that’s it!

Yes, it is that simple; we handle everything else. The import function also involves updating the employees’ salary details according to payroll components.

Strict role-based access management gives you complete control over who can see what.

Ensure data integrity by granting users role-based access to the specific modules they need. Each role is also their particular dashboard, handing them vital information in one place.

Deskera People helps manage roles and privileges by including them in their subscription plans so that you only need to pay for the roles you need.

An Ad-Hoc Pay run will help you process the payments for a terminated employee, rectify or make adjustments to the pay run processed before, and additional payments such as bonuses and commissions.

All you have to do is add the specific employees to the Ad-Hoc pay run, select the payday with the work period, and that’s it.

Deskera People anticipates each company will have unique scenarios for using this functionality. That’s why it provides maximum flexibility.

One leave policy does not suit all organizations’ needs, so Deskera People allows you to create as many policies in the system as you require.

You can set up your leave policy with carry forward, change accruals based on the period, enable leave policy only for certain people in the company, use Year of Service based entitlement, or even create a unique policy for every employee.

While creating teams, you can map a group of employees with a manager. While setting up an approval might be difficult and complex, it is as simple as setting up the manager for the team created, and you are good to go.

All the employees are added to “Default Team” by default. It makes life simpler if you just want one person to approve all the leaves.

How many leaves do I have?” is a common question every time you apply for a leave. With Deskera People, you can sit back and see all the leave types assigned and their balances right in your Dashboard. You can put down your calculator.

Apart from the Dashboard, you can also view the accurate leave balances in the leave application screen, making it handy to discern your leave details.

Employees can view their payslips, apply for time off, and file their claims and expenses online. The leave application process is pretty straightforward as the leave types assigned to employees are visible in the Dashboard, and based on the same, one can apply with a single click.

The status of employee requests will also be visible in the Dashboard. They can re-apply for leaves or follow up with the manager for rejected leaves.

Get up-to-date and relevant data regarding all your expenses and requests on one screen. The clean Dashboard depicts all the recently processed claims and requests. A graphical interface illustrates the weekly, monthly, quarterly, and yearly expense claim trends.

Get your insights into your expenses by viewing the breakdown of group claims and categories, indicating their net spend and behaviours.

Deskera People enables managers to assess everything assigned to them in the Dashboard. Employees can view the pending claims for review and the status of their claims.

Expenses can quickly grow out of control, but you don’t want to put a stop to doing business. Deskera People’s expense system generates the reports and visualizations you need to analyze and make informed decisions on managing expense costs.

All these reports are right in your Dashboard, making it easier to access and decide based on data.

Manage all your expenses with our expense module integrated with our accounting application Deskera Books.

You can configure your expenses so that you don’t need to manually enter them in the accounting application all the time, as Deskera People will take care of them automatically.

Gone are the days when you used multiple systems for your business—a system to manage customers, another for employees, another for books, and so on.

Deskera has built-in integrated systems to avoid complex, time-consuming, and expensive integration processes. Your CRM system comes integrated with accounting, payroll, and HR software.