Deskera CRM

Document Management

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Document Management

Web-based Document Management software for online document storage.

CRM Software with Centralized Document Repository

Document Repository

You can view and manage all project documents and easily arrange them by name, size, type, date modified, permission, status, author and more.

CRM Software with Document Tagging Features


Add context to documents by assigning tags via Deskera CRM’s Document Manager. Create virtual folders for quick and intuitive storage and retrieval.

CRM System with Document Search Features


Search documents on the basis of tags, file names and document content – Full Text Search. Incorporate Advanced Enterprise Search capabilities, such as ‘search-as-you-type’ to obtain faster search results.

CRM Software for Document Sharing


Deskera CRM Document manager ensures secure collaboration and information distribution through permission based sharing with each and every member involved in the project.

CRM Software for Document Lifecycle Management

Document Lifecycle Management

Manage document lifecycle with versioning and archiving them in a single repository; which makes the job of managing and retrieving the files easy.

CRM Software with Simple Document Preview Feature

Document Previews

Preview documents in Deskera CRM allows you access document content without even downloading the file with just a single click.

CRM Software Analytics Dashboard

Deskera CRM’s Document Management feature helps you to track, store and process hassle-free business documents. It also saves your time searching for papers and assists in replacing lost documents. You can access information anytime, anywhere, and manage it all from the convenience of a web browser. In Deskera CRM’s Document Management, documents are held in a single repository that simplifies uniform data access, controls versioning and eases sharing documents.

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.