The Complete CRM Solution for Revenue & Sales Teams
Managing your pipeline should be easy. Our CRM makes that a reality.
Get full visibility into your pipeline, deals, sales performance and revenue opportunities. Our CRM arms teams and sales leads with the tools they need to always have your finger on the pulse of your contacts & pipeline.
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Responsive Landing Pages
Custom Lead Forms
Conversion Funnels
Sales & Marketing Automation
Contact Management
Deal Management
Activity Management
Customized Pipelines
Ticketing Management
Knowledge Base Management
Custom Fields
Email Campaign
Email Inbox Integration
Insights & Reports
Team Management
Award-Winning Mobile App
A User Experience That You Won't Leave You Frustrated & Stressed
This is the best way to keep your contacts easily organized. The ultimate sales productivity tool is here. Quickly create activities to keep you or your team accountable with dates associated with them.
Use and unlock opportunities with our CRM in 20 minutes or less.
Use and unlock opportunities with our CRM in 20 minutes or less.
Reach The Right Leads At The Right Time
It's impossible to forget who you need to follow up with and when you need to send them a quote with Deskera CRM. Activities will keep you on track and ensure that you're following up with your leads at the right time with the right information. Stay on top of your A-game consistently.
Manage & See Your Entire Pipeline With Ease
Our visual pipeline view gives you an easy way to see how your prospects and deals are moving through your pipeline. No more manually tracking in a spreadsheet. Update deals status with ease by dragging and dropping them into new stages within your pipeline.
Collaborate With Multiple Revenue Leaders & Reps
Collaborate on deals directly within the CRM. Communicate with colleagues, coach colleagues and support colleagues without using different tools. We make sales collaboration easy. Assign activities to colleagues with ease and make collaboration a key factor for driving sales and revenue wins.
Accelerate Productivity & Establish Sales Excellence
View all your sales 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.
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.
Close Deals Faster with Sales Pipelines
Act on and close deals faster. Just set up activities and get reminded when it is time to reach out to a contact.
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.
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.
Smart Segmentation For Better Sales Communication
Each sales 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.
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.
Get Real-Time Insights with Dashboard
Making the correct business decision isn’t always easy. Stay up-to-date with real-time sales insights on the dashboard.
View open and won deals statistics, deal status by team members, activity reminders, and more at a glance on the dashboard. Track your deals and monitor team progress with an intuitive dashboard.
View open and won deals statistics, deal status by team members, activity reminders, and more at a glance on the dashboard. Track your deals and monitor team progress with an intuitive dashboard.
Manage Your Team Effectively
Organize your sales staff into teams to track their performance. Create different teams to get a clear picture of the deals and activities they are working on.
Evaluate sales team performance by viewing real-time insights on your dashboard. Set records visibility by the team so that they are only visible to your team.
Evaluate sales team performance by viewing real-time insights on your dashboard. Set records visibility by the team so that they are only visible to your team.
Create Conversion Forms & Funnels With Ease
Build conversion forms and 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.
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.
How Businesses Use Deskera
Whether you are an SME or an enterprise, simplify business operations across functions with Deskera.
And we keep adding new features to ensure that you’re always getting what you need.
And we keep adding new features to ensure that you’re always getting what you need.
“ Being a small agency, we were looking for Books and HRMS solutions at an affordable price. Deskera seemed like a perfect fit after going through all the available options. With Deskera, we are also saving 50% of our time in managing employee records and payroll. “
Jignesh Gohel
OLBUZ Private Limited
“ We used Tally / Quickbooks but there were multiple challenges wrt speed, multiple GSTINs, etc. Deskera’s cloud solution is ideal. Previously we were struggling with multiple SAAS platforms - HR, CRM, Inventory, Accounting etc. We spent a lot of money to integrate four different platforms but failed. I was amazed to see how the Deskera team has built a very robust SAAS platform for any company size at a very good price.”
Manish Singla
Healthy18
“ Deskera helps all of our departments work together seamlessly by organizing all data in one place saving time & improving the productivity of our teams. We are getting extensive support from Deskera Team to implement modules into our system. Our organizations are aligned with a customer-first approach I am proud to have this perfect partnership.”
Gaurav Vasudev
Globtech Consultancy & Engineering Pvt. Ltd
“ Deskera helps us manage accounts, payroll, and most of the CRM activities. With customer service being our top priority, a digital business with 24/7 access on mobile helps us win new deals faster as we give quotes on the spot and impress our customers. Thanks to Deskera to give this enterprise-level powerful software at a reasonable and affordable price. Earlier, getting all these systems on the cloud used to be really expensive and hard to manage.”
Ashwin Chauhan
Praveen Kumar & Sons
“ I found Deskera a more secure, flexible as well cost-saving solution. Being a cloud-based solution, we can access it from multiple locations of our offices. With the online meeting and video demonstration of the support team, it became extremly easy for us to migrate data from our existing software and set up master data in Deskera. “
Viral Tolia
Vee Fix
“ Deskera provides us with best-in-class, extremely adaptable & comprehensive software. The full-blown enterprise solution links the critical components of our business including accounting, order management, inventory, warehousing, MIS reporting. The support team’s handholding to get the team comfortable and aligned on the software is possibly the biggest highlight apart from a near-perfect software solution. ”
Vicky Dewan
Viaa Lux
“Loved what Deskera has to offer under a single umbrella! We work with the most famous ERPs, CRM, Marketing platforms (NetSuite, Oracle, Acumatica, Salesforce, Klaviyo) in the world on a daily basis. We know what each has to offer and the small yet important things they lack. When I first saw the demo of Deskera I could clearly see how they have excelled on solving each of those small problems and creating a world class product.”
Aditya Prakash
NuageSync
“I guess like many small businesses, at some point you get tired of keeping track of things manually and think there has to be a better way to do this. In a quest to upgrade to a software solution, we found Deskera and the rest is history. Accounting and inventory management was a major problem in our business and keeping track of everything in a fast moving start-up was an endless headache. With our team frustrated of using excel sheets, Deskera has been a game changer! “
Sarmad Dange
Qizaa
“We were facing challenges to find a good online multi-user platform with ease of use for multiple users which a lot of other leading companies do not offer. Since then, Deskera became our one-point solution. Not just that, the way bank entries are reconciled against the ledger seamlessly and the ease of accessing data through a mobile application, Deskera has been a good support. Their team is very active and have a quick turn around time.”
Bhushan Dhoot
Exigo International
How Businesses Use Deskera
Whether you are an SME or an enterprise, simplify business operations across functions with Deskera.
And we keep adding new features to ensure that you’re always getting what you need.
And we keep adding new features to ensure that you’re always getting what you need.
“ Being a small agency, we were looking for Books and HRMS solutions at an affordable price. Deskera seemed like a perfect fit after going through all the available options. With Deskera, we are also saving 50% of our time in managing employee records and payroll. “
Jignesh Gohel
OLBUZ Private Limited
“ We used Tally / Quickbooks but there were multiple challenges wrt speed, multiple GSTINs, etc. Deskera’s cloud solution is ideal. Previously we were struggling with multiple SAAS platforms - HR, CRM, Inventory, Accounting etc. We spent a lot of money to integrate four different platforms but failed. I was amazed to see how the Deskera team has built a very robust SAAS platform for any company size at a very good price.”
Manish Singla
Healthy18
“ Deskera helps all of our departments work together seamlessly by organizing all data in one place saving time & improving the productivity of our teams. We are getting extensive support from Deskera Team to implement modules into our system. Our organizations are aligned with a customer-first approach I am proud to have this perfect partnership.”
Gaurav Vasudev
Globtech Consultancy & Engineering Pvt. Ltd
“ Deskera helps us manage accounts, payroll, and most of the CRM activities. With customer service being our top priority, a digital business with 24/7 access on mobile helps us win new deals faster as we give quotes on the spot and impress our customers. Thanks to Deskera to give this enterprise-level powerful software at a reasonable and affordable price. Earlier, getting all these systems on the cloud used to be really expensive and hard to manage.”
Ashwin Chauhan
Praveen Kumar & Sons
“ I found Deskera a more secure, flexible as well cost-saving solution. Being a cloud-based solution, we can access it from multiple locations of our offices. With the online meeting and video demonstration of the support team, it became extremly easy for us to migrate data from our existing software and set up master data in Deskera. “
Viral Tolia
Vee Fix
“ Deskera provides us with best-in-class, extremely adaptable & comprehensive software. The full-blown enterprise solution links the critical components of our business including accounting, order management, inventory, warehousing, MIS reporting. The support team’s handholding to get the team comfortable and aligned on the software is possibly the biggest highlight apart from a near-perfect software solution. ”
Vicky Dewan
Viaa Lux
“Loved what Deskera has to offer under a single umbrella! We work with the most famous ERPs, CRM, Marketing platforms (NetSuite, Oracle, Acumatica, Salesforce, Klaviyo) in the world on a daily basis. We know what each has to offer and the small yet important things they lack. When I first saw the demo of Deskera I could clearly see how they have excelled on solving each of those small problems and creating a world class product.”
Aditya Prakash
NuageSync
“I guess like many small businesses, at some point you get tired of keeping track of things manually and think there has to be a better way to do this. In a quest to upgrade to a software solution, we found Deskera and the rest is history. Accounting and inventory management was a major problem in our business and keeping track of everything in a fast moving start-up was an endless headache. With our team frustrated of using excel sheets, Deskera has been a game changer! “
Sarmad Dange
Qizaa
“We were facing challenges to find a good online multi-user platform with ease of use for multiple users which a lot of other leading companies do not offer. Since then, Deskera became our one-point solution. Not just that, the way bank entries are reconciled against the ledger seamlessly and the ease of accessing data through a mobile application, Deskera has been a good support. Their team is very active and have a quick turn around time.”
Bhushan Dhoot
Exigo International
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Even More Powerful Deskera CRM Features
✓ Automate your sales, marketing, and customer support in one platform
✓ Build responsive landing pages faster
✓ Make conversion funnels to achieve your business objectives
✓ Sell more on the go with our award-winning mobile app
✓ An intuitive and straightforward interface that requires minimal training
✓ Make smarter business decisions with real-time analytics on the dashboard
✓ Get real-time notifications for overdue activities with web and mobile applications
✓ Easily import your existing data from spreadsheets within seconds
✓ Manage your data visibility
✓ Create professional email templates
✓ Create segments and send personalised emails
✓ Brand your helpdesk by uploading logo and banner
✓ Improve performance with team activity management
Boost your productivity
You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference
Frequently Asked Questions
Can I customize sales pipelines according to my business needs?
Yes, Deskera CRM software lets you configure pipeline stages as per your business requirements.
Can I create multiple sales pipelines in Deskera CRM?
Yes, you can create multiple pipelines for different products and markets.
Can I set up a help center or knowledge base in Deskera CRM?
Yes, Deskera CRM Software lets you set up your help center. You can create and manage articles, sections, and maintain your knowledge base with Deskera CRM.
What is a CRM?
Customer Relationship Management (CRM) software helps you build and maintain relationships with customers and prospects. CRM software lets you create and maintain a comprehensive profile for your customers and prospects. CRM software has all the features right from lead generation to customer support.
Do I need a CRM?
Yes, all businesses, either small or big, should use CRM software to manage and support their current and future customer relationships. Without CRM software, your team will spend a lot of time in manual data entry and will not have access to the right information at the right time.
Who should use CRM software?
CRM software is mainly used by business owners, sales, marketing, service, and customer support teams to manage the current and future customers.
I use spreadsheets to maintain my prospect's and customer's data. How can I migrate to CRM software?
With Deskera CRM software, you can quickly import your existing contact database from an Excel file within seconds.
What are the key features of a CRM?
The key features of a CRM are contacts management, deal management, sales force automation, customer support, knowledgebase management, sales team performance management, analytics, track communications, email marketing, activity management, team collaboration, sales pipeline management, and more.
Can I customize Deskera CRM?
Yes, you can customize the CRM software according to your business needs. You can create custom fields to add additional information specific to your business. You can also create custom pipelines for your different products and markets.
Can CRM software help me to improve customer service?
Customer Relationship Management (CRM) software enables businesses to provide efficient support to their customers. With CRM software, you can create a help site for your customers to find all the answers they need.
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