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Deskera CRM

Better Planning. Better Execution. Better Sales.

Record and track your sales, marketing, and support activities. Communicate with your customers on time to maintain healthy relationships. Never lose a profitable opportunity.

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Record And Finish Tasks Efficiently

You cannot track your sales performance if you don’t track the sales activities properly.

Record your daily work activities in just a few seconds. Schedule important calls, meetings, activities, and deadlines so that you don’t have to worry about forgetting them.

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Never Forget Anything with Task Notifications

It’s hard to remember important tasks when you have lots of customers. Let Deskera CRM remember all the tasks, and you focus on executing them.

After creating an activity, the system automatically sends you an alert or notification when the task is upcoming. Receive instant reminders or notifications for overdue activities too.

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Skyrocket Your Work Productivity

Your team started the day but is not sure what’s their priority for the day. It is the top reason for procrastination and below-average productivity.

Get a focused view of activities on a calendar with Deskera. The clean and straightforward dashboard allows you to prioritize tasks that matter to you and boosts overall team productivity.

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Stay Cautious about Overdue Activities

Do you miss out on sales tasks often? A slight delay in communication means a delay in sales or even a lost customer. Both have a significant impact on your business.

Deskera allows you to view the overdue activities of your team through reports, which you can filter based on a team member. Always finish your sales tasks on time.

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View Tasks for a Given Customer

Your customer calls and speaks about a particular issue he had during your communication. You want to sort it out, but you have to run through all the tasks concerning all customers.

Deskera allows you to filter your activities based on customer, creation date, team member, notes, and more so that you find the correct information quickly.

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Strengthen Collaboration Between Teams

Collaboration is key to achieving common sales goals.

You can assign a task to users from different teams or users from the same team. Cross-team collaboration ensures that everyone is on a similar page.

Centralized information allows teams to access shared data wherever and whenever needed.

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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.
Not ready to buy yet?
for our unlimited free plan for 15 days, and upgrade later.
Make Your Sales Team Super Productive
✓ Keep track of your sales activities
✓ Connect with your customers on time
✓ Let every salesperson have a to-do list
✓ Get notified at the right time to perform a sales task
✓ Never miss a sales task with overdue activity reports
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 uncheck activities that are marked as completed?
Yes, definitely. If you have accidentally marked an activity as completed, you can always edit the activity’s status to pending.
Can I edit or delete an existing activity?
Yes, you can edit the activity that you have created. Make changes to the activities’ fields and save them. Also, you are allowed to delete the activity on your end.
How can I restrict a user from editing the activity?
Click on the invite icon on the activity module. A pop-up box will appear. All users with access to CRM Plus will be visible here. Assign the “can view” button to a user if you wish to restrict them from editing the activity.
What does it mean to assign full access permission to a user?
By allowing full access to a user, the user can create, edit and delete the activity without any restrictions from the system. The user with full access can check other users’ activities as well.
How can I create a new activity type?
By default, there are six types of activities: task, call, meeting, deadline, email, and lunch. You can create a new activity type. Change the calendar view to table format. Click on the activity type. A pop-up box will appear. Click on the “+” icon and enter the new activity type. You can also choose the label color.
Can I drag and drop the activity to different dates in the calendar view?
Currently, we do not have this feature. You will have to click on the edit icon to reschedule your activity to another date.

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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