Design the Best Sales Pipeline
That Fits You

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Deskera CRM Deal Management
Deal Management
Deskera CRM Contact Management
Contact Management
Deskera CRM Activity Management
Activity Management
Deskera CRM Customized Pipelines
Customized Pipelines
Deskera CRM Ticket Management
Ticket Management
Deskera CRM Knowledge Base Management
Knowledge Base Management
Deskera CRM Custom Fields
Custom Fields
Deskera CRM Email Campaign
Email Campaign
Deskera CRM Email Inbox Integration
Email Inbox Integration
Deskera CRM Track Communications
Track Communications
Deskera CRM Insight & Reports
Insight & Reports
Deskera CRM Team Management
Team Management
Deskera CRM CRM Mobile App
CRM Mobile App

Enterprise-level tool suite.
Small business pricing

YOU PAY

Professional

$149.00

Per user,
Per year

The perfect choice for your new business. Simple, easy and uncomplicated. Setup integrated Accounting, CRM and Payroll in minutes.

YOU GET

Books

  • End-to-End Accounting: From Invoicing, to Receipts, to Bills and Purchase Orders, to Profit & Loss, Balance Sheet, Bank, Cash and Comprehensive Reports and more
  • End-to-End Inventory Management: Serial & Batch Number, Bill-of-Material, Stock Adjustments & Transfer, Pick-Pack-Ship, Dropship & Warehousing with Multi-Warehouses & more
  • Advanced Bank Integration: Connect to more than 10,000 Banks globally and sync your bank-book – no need for manual entries
  • Advanced Accounting: Expenses, Deposits, Advanced Template based WYSIWYG Document Designer, Multi-Currency, Multi-Company, General Ledger, Journal Entry, Subscription, Custom Fields & Attributes, Auditor Interface for Auditors & Book-keepers & more
  • Report Engine: Complete Reporting Engine for Comprehensive Reports – integrated with CRM and Payroll

CRM

  • End-to-End CRM: Deal Management, Contact Management, Pipelines, Activities, Track Sales Activities, Track all sales-conversations in one place, Email integration
  • Marketing CRM: Email Campaigns, Custom Email Templates, Segments, Scheduling, Form-to-Deal
  • Helpdesk & Support: Helpdesk, Microsites with CNAMES, Support Tickets
  • Integration: Integration with over 5000 applications via Zapier, Pabbly and Integrrately. Native Integration with Office365 Email

People

  • People Management: Employee database
  • Payroll Management: Weekly, Bi-Weekly, Twice a Month, and Monthly Payroll
  • Leave & timeoff: Leave Policies, Leave Rules, Apply & Approve Leaves, Time-Off
  • Expense: OCR, Expense Submission and Approval

Manage accounting, inventory, invoicing, payroll, sales, and HR all-in-one from desktop and mobile

Alternative to: Zoho, Quickbooks, Xero, and Zendesk

Run email campaigns, customize a sales pipeline, set up a helpdesk, and use a built-in CRM for great customer interactions

Best for: Bookkeepers, sales teams, and marketers looking to simplify and automate business processes from a single platform

Enterprise

Need advanced features and custom reporting with powerful, off the shelf tools? Contact us to get tailor-made plans best suited for your organization.

Boost Your Conversion Rate with Sales Pipelines

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Complete Sales Tasks Faster with Reminders

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Easily Track Deal's Status

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All Your Contact Details In a Single Page

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Customize the Pipeline That Suits You

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Monitor the Closing Date of Each Deal Regularly

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Improvise Your Sales Pipeline with Deskera CRM

Improve Your Productivity

You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference.
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FAQs

Do I have to use the default pipeline in Deskera CRM software?

You are not required to use the default pipeline available in the system. If it's not applicable to your sales processes, you can always create a new pipeline that suits you.

Can I create multiple sales pipeline?

Certainly. Deskera CRM users can create multiple sales pipelines without restrictions.

How many stages that I can create in sales pipelines?

You can add multiple stages in a single pipeline without worry.

Why is sales pipeline important?

Sales pipeline is important for your business as it shows your pool of prospects, your expected sales revenue, and the performance of your sales team.
In short, it gives you an overview of entire sales process so you can seize business opportunity easily.

What's the fastest way to move the deal from one stage to another?

You can use the drag and drop feature. Select the deal card and drop it to the relevant stage in the same pipeline.

Can I move my deal to another pipeline?

No. You can only move deals within the same pipeline.

Can I change the status of my deal from closed won to closed lost?

Absolutely. In case you accidentally mark the deal as closed won instead of closed lost, you can always reverse the status of the deal.

Can I delete the default pipeline?

You cannot delete the default pipeline. You can only delete the customize pipeline created in the system.

Buying Tip from Deskera

You will be able to see the outstanding amount of any Bill. Indicate the Currency, Amount to be paid, and the Account used to deduct the Payment – Cash or Bank, or other Bank accounts created previously.

Don’t just take our word for it

Customers love Deskera!

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Run Your Business With Deskera

What if you could replace at least three different SaaS tools (and their subscriptions) with a single application?
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Run your Business with Deskera