Account Management

Create, edit and view customer accounts with ease, and track customer details such as contact and billing information. Quickly access customer data and manage customer accounts with a few clicks.

Create and manage accounts, record transactions, and monitor financial performance with an intuitive interface. Automatically generate financial statements and reports with accurate, up-to-date information. Automatically reconcile accounts and detect discrepancies to prevent errors. Easily manage accounts payable and receivable with automated payment reminders. Generate and store invoices, track payments, and manage customer relationships with a single system.

Managers can stay up-to-date on customer interactions and opportunities, better understand their customers and needs, track customer complaints and feedback, and better anticipate and respond to customer issues.

Maximize Efficiency

Improve Visibility

Increase Customer Satisfaction

Enhance Collaboration

Automate manual processes to reduce time spent on mundane tasks.

Utilize workflows to ensure tasks are completed in the correct order.

Allocate resources effectively to ensure maximum productivity.

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Key Features of Account Management
with Deskera ERP.

Manage User Accounts

Easily add, remove, and edit user accounts to ensure the right people have access to the right data

Secure Data Access

Ensure data is secure and only accessible by authorized users with robust authentication and permission settings

Assign Roles

Assign roles to users to grant them the necessary rights to access and modify data

Track Account Activity

Monitor user activity to ensure all data is being used appropriately

Automate Notifications

Set up automated notifications for user accounts that need attention

Manage Groups

Create and manage groups of users to ensure efficient communication and collaboration

Generate Reports

Generate reports on user accounts and activity to track performance and usage

Set Permissions

Configure permissions to ensure users can only access the data they need

Monitor User Access

Monitor user access to ensure only authorized users are accessing the system

Analyze User Behavior

Analyze user behavior to better understand usage patterns and trends

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Frequently asked questions

Deskera Account Management

What is Account Management?

What are the benefits of using CRM software for Account Management?

What features should I look for in CRM software?

How can Account Management help with customer retention?

What are some best practices for Account Management?

How can Account Management help improve customer experience?

What is the difference between Account Management and Customer Service?

How can Account Management help with sales?

What are the key metrics for measuring Account Management success?

What skills are necessary for Account Managers?

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Account Management

Create, edit and view customer accounts with ease, and track customer details such as contact and billing information. Quickly access customer data and manage customer accounts with a few clicks.