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Manage Your Customers and Grow with Deskera CRM


In today's digital era, businesses need to adopt a customer-centric approach to stay competitive and grow. An effective customer relationship management (CRM) system is essential for managing customer interactions, gaining actionable insights, and improving customer satisfaction. Deskera CRM is an ideal cloud-based solution designed for small and medium businesses to optimize their sales, marketing and customer service.

What is Deskera CRM?

Deskera CRM is an affordable, easy to use cloud CRM solution packed with robust features to manage the complete sales lifecycle. It provides a unified 360-degree view of customers so businesses can build strong relationships and create delightful experiences.

Key Features and Benefits

Here are some of the key capabilities and benefits of using Deskera CRM:

Sales Force Automation

  • Lead management - Easily track leads from capture to conversion
  • Contact management - Centralized database to store all customer information
  • Opportunity tracking - Monitor deals through customizable sales pipeline
  • Sales forecasting - Get accurate predictions based on pipeline data
  • Quotes and invoices - Create, send and track quotes and invoices

Marketing Automation
  • Campaign management - Plan, execute and track marketing campaigns
  • Email marketing - Create, send and track email campaigns
  • Lead scoring - Identify hot leads based on activity and attributes

Customer Service
  • Ticketing system - Manage customer support tickets
  • Knowledge base - Store support articles to assist customers
  • Activity tracking - Log calls, emails, meetings and other interactions

Flexible Reporting
  • Custom reports - Build reports with required metrics and insights
  • Sales performance - Track individual rep and team performance
  • Campaign ROI - Calculate return on investment for campaigns

Mobility and Offline Access
  • Mobile access - Manage contacts, activities and view reports on-the-go
  • Offline mode - Enter data offline which syncs when online

Why Choose Deskera CRM?

Here are some of the key reasons businesses trust Deskera CRM:

  • Intuitive interface - Simple and easy to use system
  • Integrations - Integrate with email, calendar, accounting, payment systems etc.
  • Data security - Cloud delivery with secure encryption
  • Scalable platform - Cloud-based system that scales with business growth
  • Affordable pricing - Cost-effective for SMBs with monthly/annual plans
  • Top-notch support - Dedicated customer support team

Getting Started with Deskera CRM

Sign Up and Configure
  • Sign up for a free trial from the Deskera website
  • Setup user accounts and customize fields, pipelines etc.

Import Contacts
  • Bulk import existing contacts and account data
  • Integrate with email and other systems to sync contacts

Organize Leads and Opportunities
  • Score and categorize leads for follow-up
  • Track opportunities through defined sales process

Build Campaigns and Reports
  • Create email campaigns to engage customers
  • Setup reports to gain data-driven insights

Go Mobile
  • Install mobile apps to access CRM on-the-go
  • Manage activities, view dashboards on mobile

Deskera CRM empowers SMBs to effectively manage the customer lifecycle with its robust sales, marketing and service features. The system puts actionable data in the hands of customer-facing teams to drive productivity and business growth. With its intuitive interface, scalable cloud platform and affordable pricing, Deskera CRM is an ideal solution for forward-thinking small and medium enterprises looking to excel in the digital business world.