CRM

Let the focus
be your customer.

Ensure customers are not ignored, prospects are contacted
and revenue generated.

Deskera CRM

Everything Your Team Needs

Track customer engagement from lead to order. Create a pipeline or use one of our templates, then drag and drop as you progress. Your dashboard is updated with no extra effort.

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Scale Your Contacts

Capture details, schedule outreach and grow your business. All instantly shareable across your team or kept to yourself.

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Launch Easy Campaigns

Campaigning has never been easier with Deskera. Our software’s step-by-step method helps you segment customers, select a template, publish and send.

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Simple Online CRM

Let the focus be your customer. Proactively manage your sales and support processes from one system. Generate leads via email marketing and close deals with Deskera CRM. Give the best after sales support to your customers with our integrated helpdesk system.

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All Your Contacts In One Place

Maintain all your contacts, be it businesses or individuals, in one place. Link individual contacts to their business entries to easily track people by organizations. Easily import your existing contacts. View all contact history in one place including any notes, open and closed deals, which company they work for and any current or previous email conversations.

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Use Your Custom Sales Pipeline

Each business is unique. And the steps you take to close deals is different from the next business. Deskera CRM allows you to configure your custom sales pipeline in a matter of minutes. Setup your CRM sales pipeline the way you want. Make sure deals are moving across pipeline stages to closure.

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Track and Close Deals

Add deals in one click to the desired sales pipeline stage. Capture deal details and have single view for all deals. Get notified if a deal is stuck for a long time. View all email conversations, notes, and files in one place for any sales deal. Focus on selling more and let Deskera CRM organize everything for you.

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Retain Your Customers

Customer retention is as important as new customer acquisition. Deskera CRM lets you do both in one single application. Provide the best help and support to your customer with Deskera CRM customer service modules. Build a self-help site and knowledge base for your users in minutes. With preconfigured templates and quick setup, you can have your support site up and running with no coding required. Connect your support email with our helpdesk to receive and respond to customer queries.

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Get Timely Reminders

Following up is essential for closing deals. Deskera CRM helps you to follow up effectively with your customers and prospects by activity creation linked to contacts or deals. You will receive notifications and reminders when an important activity is due. Sync with your calendar to avoid overbooking yourself and manage your schedule better.

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Custom Fields & Attributes

Create and assign custom fields and attributes to deals or contacts for better tracking and reporting as per your business needs. Get the power to fully configure your CRM the way you want.

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All-in-One Tool For Your Business.

30 Days Free Trial. Select a plan that best suits your business

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Buy yearly and get 20% off on any plan

30 days Free Trial, No Credit Card Required.
Or, download our mobile app for free!
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Frequently Asked Question

How Does 30 Day Trial Work?
You have full access to the selected product and plan features during the 30 days. You can invite your team-mates and other users to be a part of the trial w/o restrictions
What will happen to my account once the trial is over?
Don't worry, we will remind you when the trial is about to get over. You can choose to subscribe to any available plan and enter payment details for the account to remain active. In case you choose not to subscribe within the trial period, the individual products will be inaccessible. You will still be able to go the Admin section and can choose to subscribe for any available plan and it will give you the appropriate access.
How often will I have to pay for renewal/subscription?
The payment frequency will depend on the subscription contract you choose. We have two options, Annual and Monthly. If you go for an annual subscription, you will get an immediate 20% off and will have to renew only after the annual subscription period is over. If you go for a monthly subscription, the payment will be charged each month.
Can I upgrade/change the plan any time?
You can upgrade/change any time and we will adjust the difference. Please note that if you are moving to a lower plan, you may end up losing access to some of your data/features that may be available only in the higher plans.
What are Users? What Are Power users? What are Free users?
A User is anyone who can access the system. A user can be a power user or a free user. Power Users are users with advanced access rights in the system. e.g. access to add/edit/delete other users, approving leaves, approving expenses, accessing financial reports. Free users are users with controlled access rights e.g. They can create and send invoices, they can manage deals, contacts, and can apply for leaves, expense reimbursements, and view their paystubs/payslips.
What is the limit on no. of Free users?
There is no limit, yes, no limit on adding free users to Deskera Books and Deskera CRM. The number of free users/employees that can be added to Deskera HRIS are 15 for the Startup plan, 30 for Essentials Plan and 100 for Pro plans. If you need to add more than 100 employees for payroll, please contact us.
When will you start billing me?
Your billing will start as soon as you enter your payment details in the system.
Can I cancel my subscription?
You can cancel a monthly subscription any time. The account will become inactive at the end of the billing cycle, so you have sufficient time to transfer or download any data. You can cancel an annual subscription in the first 30 days for a full refund.
How safe is my data?
We use TSL security encryption which is the industry standard for transmitting data safely over the Internet.
How can I get support?
We have email and chat support available for you. You can either send an email to our helpdesk care@deskera.com or chat live with us from within the system or from our website by using the chat icon in the bottom right corner.
How can I get a Demo?
We run daily webinars on running your business with Deskera. We show the system and its features in these interactive sessions that last for around 1 hr. Book one today to see how we can help you.

Don’t just take our word for it.

Customers love Deskera!

This application is very nice and easy to navigate. I hope they add a feature where you can customize the currency for each invoice and another feature where you can calculate the discount after taxes are added and not just before. Regardless, this app is as great as it is now so thank you.

Milton Mcneil

An amazing business tool. Once you learn it’s functions you can’t do without it. Available 24/7 for all your financial accounting needs! Highly recommend this app.

Molly Rojas

My business has been excellent since I started using this application online. This application is very user-friendly, I can do everything on my phone. I can send professional estimates on the spot, receive payments from almost any source, send receipts, ... everything

Clyde Thorpe

This app has made accounting really easy. The app has a user friendly UI. It has all the operations which are required for normal accounting. This app is a real life saver.

Joshua Abbot

This app has made accounting really easy. The app has a user friendly UI. It has all the operations which are required for normal accounting. This app is a real life saver.

This app has made accounting really easy. The app has a user friendly UI. It has all the operations which are required for normal accounting. This app is a real life saver.

Run Your Business With Deskera

Why use 3 different SaaS tools, when Deskera can provide all 3 use-cases through a single software?
Run your Business with Deskera

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