Deskera CRM

Automate Your Growth in Minutes

Automate repetitive sales and marketing tasks with an easy automation builder. Just tell Deskera to do something when something happens. And, you are done.

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Kickoff Automation with Triggers

A Trigger is the first step of any automation process. When your visitor submits a form or adds a new contact, it triggers a series of activities based on your business. Maybe, you want to follow up with an email or add the contact as a sales lead.

Just configure the trigger in the Deskera system, and whenever it triggers, the automation starts.

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Simplify Operations with Sales Automation

Every time you receive a lead on the website, your sales team fetches it and add it as a deal in the CRM software. Whenever a new sales deal is added, you would want to assign it to the concerned sales rep.

But why do all these steps manually when you can automate it all. Deskera helps you achieve just that and saves hundreds of hours.

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Email Marketing on Steroids with Sequences

When a visitor signs up or fills up a form on the website, you should follow up and send value-packed emails until the person trusts your brand.

But you don’t want to dedicate a human resource sitting and doing all the work. The best solution is to automate the whole email sequence and wait for the replies for manual intervention.

Build this automation in minutes with Deskera.

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Select the Right Conditions to Trigger

You want to trigger automation but only for specific instances, such as when the field value is equal/greater/lesser to something or string matches a text or something else.

No worries, set up the right conditions while configuring the automation and automation triggers only when it meets the trigger conditions.

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Provide Time Delay in Your Automation Flow

Give a break between automation sequences so that you can imitate a real-world scenario.

For example - After your first email, you want to send a second email after a gap of 3 days, then the third email after a gap of 4 days.

With Deskera, it is super easy to set up periods between automation steps.

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Manage All Automations at One Place

Have a clear view of all the automations of your business in one place. Run or stop any of the automations at a click of a button.

View which automation is running or inactive. Also, you can view the last run date and last modified date of the automation.

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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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Need advanced features and custom reporting with powerful, off the shelf tools? Contact us to get tailor-made plans best suited for your organization.
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for our unlimited free plan for 15 days, and upgrade later.
Automate Your Growth. Scale Faster.
✓ Build No-Code Automations in Minutes with Drag & Drop Editor
✓ Add if-then Trigger Conditions to Kickoff Automations
✓ Nurture Your Customers with Automated Emails
✓ Manage all Automations at One Place
✓ Give Time Delay Between The Sequence Of Step in the Automated Process
Boost your productivity
You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference

Frequently Asked Questions

How many automations can I build?
There are no limits to the number of automations you can build
How can I know whether automation is running or not?
You can view the status of the automation in the dashboard.
Are automations limited to Deskera apps, or I can use third-party apps too?
You can sync only Deskera apps and their data together.
Is there a time delay when the automation is triggered?
Triggers are based on events, and the automation triggers when the event happens.

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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