Deskera CRM

Account Management

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Account Management

Get all the information related to different accounts at your fingertips to effectively convert customers into profitable long-term relationships.

CRM Software for Customer Account Management

Comprehensive Account Details

Efficiently record and track complete account details, including expected revenue and industry type. Track and view all communications at the account level.

CRM Software with Customer Support Features

Extensive Account Support and Customer Service

Record and track support cases with real-time alerts for each status update. Define multiple activities for each customer case and track their status.

CRM Solution with Comprehensive Spreadsheet

Spreadsheet Functionality

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.

CRM Software for Tracking Account Activities

Add an Activity, Opportunity, Contact or Case

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.

CRM System with User-friendly Dashboard
CRM Software for Document Management

Add Documents

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.

CRM System with Account Management Features

Export Accounts

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.

Organizations of all sizes use Deskera

Businesses using Deskeras ERP, HRMS and CRM Software

Go-live in hours, not days

With Deskera, you can go live in hours, not days.