About Deskera CRM

Deskera CRM lets you manage sales and support processes with no hassle.

Keep track of your leads gathered from marketing campaigns, then give customers the support they need after converting with the help desk feature.

You can also customize and configure your own sales pipeline to make sure all your deals are effectively moving towards closure.

When it comes to email marketing campaigns, Deskera has you covered.

You can import email lists or create a new one using existing contacts in the CRM, and then make attractive emails from one of Deskera’s templates to send out ASAP.

Schedule campaign launches and track your stats with detailed analytics, including open rates and click-through parameters.

You’ll be ready to generate leads, share updates, and dazzle the audience with that shining wit of yours.

Deskera CRM pipeline gives you complete visibility across all stages of the pipeline. Drag and drop deals to update the pipeline stages.

Mark deal as won or lost and view real-time insights on your dashboard. View all deal information such as deal value, deal stage, linked contacts, email conversations, notes, documents, and more at a glance with Deskera CRM Software.

Maintain comprehensive contact profiles with custom fields to record all the data you need. Categorize and link contacts to their organization for easy tracking. Add or import contacts to existing contact databases easily.

View all the contact information, notes, communication history, open and close deals, and more at a glance with Deskera CRM software.

Add deals with their value, expected close date, winning probability, and more. Create custom fields to add additional information to your deals.

Link deals with people and organizations. Keep track of deal activities. Track deals through your sales pipeline stages.

Making the right business decision isn't always easy. Stay up-to-date with real-time sales insights on the dashboard.

View open and won deals statistics, deal status by team members, activity reminders, and more at a glance on the dashboard. Track your deals and monitor team progress with an intuitive dashboard.

Create a new pipeline or choose a template. Create multiple sales pipelines for different products and markets. Identify and focus on important deals with the visual sales pipeline.

Use pipeline view to see deals by stages, deal value, activities scheduled, and more - at a glance.

Connect your email to send messages right in Deskera. Communicate with your contacts via CRM so you can track emails and contact history in one place. Get a complete picture by viewing contact and deal communication history.

Setting up email marketing campaigns has never been easier. Use our step-by-step method to import or create lists, segment customers, select or create a template. Then just publish and hit send.

Generate more leads and keep your subscribers engaged. Schedule your conversion-oriented email campaigns whenever you want. Get detailed reports on open rates and click-through parameters.

Track and solve customer support tickets all in one place with ease. Categorize, prioritize, and assign tickets to your support team. Connect your support email in Deskera to receive and respond to customer issues and queries.

Create custom ticket views by selecting assignee, priority, status, and more. Set up custom views to see relevant tickets on your ticketing dashboard.

Create custom ticket views by selecting assignee, priority, status, and more conditions. View relevant tickets on your ticketing dashboard with custom views.

Reduce support tickets and empower customers to find the answers they need by creating a smart knowledge base. Create and manage articles and sections according to your needs.

Brand your helpdesk by uploading your company's banner and logo. Create a smart repository of articles so that your customers can find answers by themselves.

Pricing starting from:

USD 9.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Deskera CRM

Automate your sales, marketing, and customer support in one platform

Sell more on-the-go with our award-winning mobile app

Simple and intuitive interface that requires minimal training

Make smarter business decisions with real-time analytics on the dashboard

Get real-time notifications for overdue activities with web and mobile applications

Easily import your existing data from spreadsheets within seconds

Manage your data visibility

Create professional email templates

Create segments and send personalised emails

Brand your helpdesk by uploading logo and banner

Improve performance with team activity management

Automate marketing, lead generation, sales, and after-sales operations

Run email marketing campaigns for lead generation, nurturing or engaging your customers and prospects

Configure rules to create dynamic segments from your contact lists and personalize your marketing outreach

Create custom forms to capture new potential leads from multiple channels

Add contacts and leads to mailing lists for nurturing or to sales pipelines for closing deals

Configure custom sales pipelines and track deals across different sales stages Schedule activities, calls or meeting with your contacts regarding deals and even sync your Microsoft 365 account

Setup an email helpdesk and an online help-site to provide world-class support to your customers

Devices

Business size

S M L

Markets

Australia, Belgium, Canada, Germany, United Kingdom, Indonesia, India, Malaysia, Netherlands, New Zealand, Philippines, Singapore, United States

Supported Languages

English, French, German, Indonesian, Spanish

Pricing starting from:

USD 9.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Deskera CRM Software - CRM Dashboard
Deskera CRM Software - CRM Segmentation
Deskera CRM Software - CRM Support Ticketing
Deskera CRM Software - CRM Pipeline
Deskera CRM Software - CRM Contacts
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Deskera CRM video
Deskera CRM Software - CRM Dashboard Deskera CRM Software - CRM Segmentation Deskera CRM Software - CRM Support Ticketing Deskera CRM Software - CRM Pipeline Deskera CRM Software - CRM Contacts

Features

Total features of Deskera CRM: 38

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • CRM
  • Calendar Sync
  • Campaign Management
  • Campaign Planning
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Email Management
  • Email Marketing
  • Email Templates
  • Goal Setting / Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Workflow Management

Alternatives

Zoho CRM

4.2
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4.7
#2 Alternative to Deskera CRM
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work....

Bitrix24

4.0
#3 Alternative to Deskera CRM
Bitrix24 is a free cloud & open source collaboration platform providing CRM, document management, tasking, time...

Striven

4.8
#4 Alternative to Deskera CRM
Comprehensive cloud-based management solution for businesses. Includes Accounting, CRM, Projects, HR, etc on any device.

Reviews

Overall rating

4.1 /5
(14)
Value for Money
4.2/5
Features
3.9/5
Ease of Use
4.2/5
Customer Support
4.2/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 14
Melqui E. Melqui E.
Overall rating
  • Industry: Renewables & Environment
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Un software para trabajar en la web y en el telefono de una manera magnifica.

Reviewed on 01/12/2020

La parta de administración de usuarios me parece muy bien, la velocidad de trabajo desde el movil...

La parta de administración de usuarios me parece muy bien, la velocidad de trabajo desde el movil me parece bastante acertada.

Pros

Las aplicaciones moviles son de lo mejor, y la compatibilidad web.

Cons

Integraciones aun en desarrollo. no tiene el lenguaje español actualmente.

Dan W. Dan W.
Overall rating
  • Industry: Government Administration
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

LOVE IT!

Reviewed on 07/12/2020

Overall it has been great for our business due to the dashboard functions to keep track of...

Overall it has been great for our business due to the dashboard functions to keep track of everything.

Pros

The CRM Software is amazing, but I like that it has the dashboard with one place for everything

Cons

So far it has been great with no issues or problems!

Jheri K. Jheri K.
Overall rating
  • Industry: Plastics
  • Company size: 11-50 Employees
  • Used for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Very Poor Customer Service

Reviewed on 27/07/2020

Very poor. We had some initial training sessions, but the service beyond that was non-existent....

Very poor. We had some initial training sessions, but the service beyond that was non-existent. We've been trying to get a refund but we are being ghosted by this company.

Pros

Had functionalities similar to other ERP systems.

Cons

The customer service is abysmal. We've been calling for months and can't get anyone on the phone. Nobody has answered any of our messages.

They took our money and seem to be done with us.

Munema I. Munema I.
Overall rating
  • Industry: Computer Software
  • Company size: 501-1,000 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

What a dashboard and user experience!

Reviewed on 13/09/2021

Pros

I have to say that it isn't difficult to understand why the Deskera mobile app has won an award: it has one of the best dashboards I have encountered and used!

And not only from a user experience point of view but when it comes to features too: there's so much you can do with the Deskera app.

I like the fact that you can easily manage contacts, create and customize different sales pipelines, and either send emails by syncing your inbox with Deskera CRM or set up actual email campaigns to send to the contacts whose information you have added to Deskera.

The Insights side of things is terrific too because it enables you to look at different things that actually move the needle through different "lenses" (e.g. pie chart, funnel breakdown, etc.).

Cons

The biggest pet-peeve I have with Deskera CRM is the fact that you can't really pick exact dates and times for notification for important things – like tasks you need to care of. You do receive some kind of email notification but, for whatever reason, it gets to your inbox at a random time... yes, sometimes even in the middle of the night.

Sagar M. Sagar M.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

One of the best all in one softwares

Reviewed on 30/11/2020

Pros

Its bookkeeping system is all the compliances ready for GST in India and the separate option for quotation sending is really helpful. How can I miss my most favorite feature that is the bank reconcilement. Apart from that the HRM system also serves the purpose and I use it for payroll and attendance management system now.

Cons

Some advanced features are missing in the CRM. I would also like to get the employee attendance tracking system in the HRM. Though it's on their roadmap.

Alternatives Considered

Zoho CRM

Reasons for Switching to Deskera CRM

Price and Support
Showing 5 reviews of 14 Read all reviews

Deskera CRM FAQs

Below are some frequently asked questions for Deskera CRM.

Deskera CRM offers the following pricing plans:

Subscription, pay per month

Deskera CRM has the following typical customers:

2-10, 11-50, 51-200

Deskera CRM supports the following languages:

English, French, German, Indonesian, Spanish

Deskera CRM supports the following devices:

Android (Mobile), iPhone (Mobile)

Deskera CRM integrates with the following applications:

Pabbly Connect, Zapier

Deskera CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

Related categories

See all software categories found for Deskera CRM.