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Deskera CRM

Easy-to-use online form builder

Create powerful forms to capture leads directly from your website.

Start 15 days trial
Capterra
(4.8)
Software Advice
(4.8)
Convert your website visitors into contacts in your CRM
Create forms and embed them on your web pages to create contacts directly in your CRM contact database.

Capture leads directly from your website in your CRM software

Build a form that connects your CRM contact database with your website. Create a new form in seconds with our drag-and-drop form builder. Embed the form on your website, and when any visitor submits the website form, it will automatically create a new contact in your CRM account.

Create deals, activities, or send personalized emails to follow up with lead. Save your sales team valuable time spent on manual data entry and capture leads directly from your website.

Stay informed with instant notifications on the new form submissions

Receive an instant email notification when any website visitor has submitted the form. Set up rules for visibility and ownership of leads created via web forms.

Create an email campaign to nurture all new leads created via the web form. View real-time data on your form views and submissions in your CRM.

Configure your form to capture relevant data

Create multiple forms such as sign-up form, contact us form, blog registration form, event registration form, request to quote form, and many more.

Create custom fields to capture the desired data from your website visitors. Create different field types such as text area, numeric, dropdown fields, and more.

Simply drag and drop fields to create your desired form. No technical expertise is required. Save time with automated lead data collection from your webpages.

What our Customers Say About Us

Whatever your business
size, Deskera enables you to
simplify operations across
business functions. Here's
what our customers say
about us.

At GoDo, we understand that managing our finances and customer relationships is essential for our success. Deskera has provided us with an easy to use and intuitive platform that has enabled us to access our financial data, track customer relationships, and manage our finances with ease. We have been able to streamline our processes, better manage our finances, and stay on top of our customer relationships. We highly recommend Deskera to any business that is looking to stay organized and efficient.

Wesley Wright

CEO, GoDo Life

We are extremely pleased with our decision to switch to Deskera and have seen a significant improvement in our business operations since making the switch. The sales process was smooth from start to finish and customer support at every step of the implementation was stellar. Highly recommend Deskera to those looking for a great ERP solution.

Wally Mears

CEO, The Jungle

We implemented Deskera's integrated platform to improve our procurement and inventory management processes to streamline our operations and improve efficiencies. I highly recommend their platform to any company looking to accelerate their growth.

Scott Phetsalod

Laboratory Manager

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Enterprise-level features,
Small business pricing
Try it free for 15 days. No commitments whatsoever.

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.
or , Contact Us
Not ready to buy yet?
for our unlimited free plan for 15 days, and upgrade later.
Awesome forms features for your business
✓ Simple and intuitive interface that requires minimal training
✓ Capture leads directly from your website
✓ Stay informed with instant email notifications
✓ Save time with automated data collection
✓ Create custom fields and add in your form to capture desired data
✓ View real time data on form views and submissions
✓ Preview form before publishing
Boost your productivity
You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference

Frequently Asked Questions

How can I use the form feature in CRM?
You can use the Deskera CRM form feature to capture leads directly from your website. You can create a form and generate the embed code. You can embed this code on any of your existing sites. Once any visitor has submitted the form, it will directly create a new contact in your Deskera CRM account.
Can I select which contact fields to be added to the form?
Yes, you can choose and insert any of the existing contacts fields in Deskera CRM.
Can I add custom fields in the form?
Yes, you can add existing custom fields or create new ones while creating the form.
Can I preview the form before publishing it?
Yes, you can preview the form before publishing it in Deskera CRM.
Can I specify which fields are mandatory when a site visitor is submitting the form?
Yes, while creating the form, you can choose which fields are mandatory for the site visitor to submit.
Will I receive a submission email notification when any site visitor has submitted the form?
Yes, while creating the form, you can select which users will be receiving email notifications when any website visitor has submitted the form in your CRM account.
Can I choose the visibility for records created via forms?
Yes, while creating a web form, you can choose the default visibility for the contact records created via forms.
Can I specify who will be the default owner for records created via a web form?
Yes, you can specify which user from your CRM account will be the default owner for the contacts created via forms.

Run Your Business With Deskera

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

Start 15 days trial
Deskera

Books

ERP,Books,Invoice,Quotes,Purchase orders,Bills,Inventory management,Chart of accounts,Credit,Debit notes,Custom fields,Expense,Online Invoice Payments,Multi-Currency

CRM

CRM,Contacts,Deal Stages,Sales pipelines,Roles management,Helpdesk,Email campaigns,Conversion Funnels,Marketing Automation,Activity Management,Build Landing Pages,Lead Forms

People

HR Software,Run payroll,Submit claims and expenses,Manage leave and time-offs,Hiring Management

Features

Better accounting for businessPick, Pack, Ship with DeskeraBack orders with Deskera BooksInventory with Deskera BooksMoving on from QuickbooksMaking purchases with easeCustomized reports and moreBuilding contacts and relationshipsStay on top of your billingCreating quotes with Deskera BooksEasy tax filing with DeskeraCredit notes with Deskera BooksWarehouse management with DeskeraCustom fields in DeskeraDiscover customer relationsDebit notes with DeskeraKnow and work with your contactsDeposits with DeskeraEasy deals with Deskera CRM

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Deskera’s chart of accountsUser role management with DeskeraDropship with Deskera BooksManage payroll with DeskeraInvoicing with Deskera BooksAttendance and leaveJournal entries with DeskeraExpenses and claimsGeneral ledger in DeskeraBookkeeper and accountantsOpening balances with DeskeraAccounting softwareAutomate expense managementManage sales tasksAccept online paymentsDesign no-code landing pagesConvert better with funnelsCapture leads with formsAutomate marketing workflowsAutomate hiring process

Resources

GDPR

Company

Contact usWhy DeskeraAbout Deskera

Resources

GDPR

Features

Better accounting for businessPick, Pack, Ship with DeskeraBack orders with Deskera BooksInventory with Deskera BooksMoving on from QuickbooksMaking purchases with easeCustomized reports and moreBuilding contacts and relationshipsStay on top of your billingCreating quotes with Deskera BooksEasy tax filing with DeskeraCredit notes with Deskera BooksWarehouse management with DeskeraCustom fields in DeskeraDiscover customer relationsDebit notes with DeskeraKnow and work with your contactsDeposits with DeskeraEasy deals with Deskera CRMDeskera’s chart of accountsUser role management with DeskeraDropship with Deskera BooksManage payroll with DeskeraInvoicing with Deskera BooksAttendance and leaveJournal entries with DeskeraExpenses and claimsGeneral ledger in DeskeraBookkeeper and accountantsOpening balances with DeskeraAccounting softwareAutomate expense managementManage sales tasksAccept online paymentsDesign no-code landing pagesConvert better with funnelsCapture leads with formsAutomate marketing workflowsAutomate hiring process

Company

Contact usWhy DeskeraAbout Deskera

Resources

GDPR

Industries we serve

CafesShopify sellerFranchiseseCommerce

-

Creative agenciesManufacturingTourismIT resellers

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RetailRegional businessesStartups

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Wholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourism

-

IT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agencies

-

ManufacturingTourismIT resellersRetailRegional businesses

-

StartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare
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