Account Management
Efficiently record and track complete account details, including expected revenue and industry type. Track and view all communications at the account level.
Record and track support cases with real-time alerts for each status update. Define multiple activities for each customer case and track their status.
Deskera incorporates ‘Click and Type’ functionality that allows you to select, edit and manipulate data, without the need of navigating through additional tabs or menus.
Track all activities related to an account in one place, whether it is adding an opportunity/contact under an account or accounting a new case under an existing account.
Add/update documents for each account and maintain a central repository of documents. This will help you to organize and gyrate your sales force without any complications.
Exporting account lists in multiple file formats like .pdf, .csv and more, helps you view a combined report in one spreadsheet for every account that exists in the system.
With Deskera’s complete Account Management software, sales managers get the complete picture of each account, with automatically updated opportunity details, access to all customer information including contacts, communication history, activity history, shared documents, notes and much more. Deskera CRM software allows administrators, managers, and sales and marketing personnel to manage a variety of accounts related to performances, customers, products, marketing/sales strategies, and companies in the most professional manner.
Don’t just take our word for it
Customers love Deskera!
Sagar Mondal
I'm CEO of a digital marketing agency based out of India having a team of around 30 people and for me it used to be very difficult to manage and pay for different softwares for CRM, HRM, Books etc. Then I got to know about Deskera.
After watching 3 webinars and 7 days of trial finally I bought Deskera. And after using it for a few days I r...
Najihah Faisal
Hello there!
My business life had been so wonderful these days when I finally found the best wonderful software, Deskera!
It 's really a perfect choice for me for it helps me to easily manage my company account in no time and just in one click due to the software brilliant functions. Deskera is Superb!
Steve Pinckney
Hello everyone. New Deskera user here. My company, Conceptia, is a Management Consultancy based in Houston, Texas. I offer change management consulting and coaching services to oil and gas companies. I'm a long time Quickbooks user that has been wanting to leave them but could not find anything even remotely comparable to them until now! I think...
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