Deskera Customer Relationship Management Software

Deskera Customer Relationship Management Software

Deskera Customer Relationship Management (CRM) Software provides you with a single view of its customers. This helps automate critical sales processes – from leads qualification to promotional campaigns, and enables decision makers to easily implement customer-centric strategies and ensure effective sales management.


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Why Deskera for your CRM needs?

Deskera CRM is a cloud-based solution designed and built to support your growth. It is a complete suit of applications that allows you to access holistic customer data, automate critical sales processes, and prioritize opportunities for your organization to be ahead of the competition.

  • Run campaigns with ease – Manage omni-channel campaigns and export your CRM campaign lists in multiple formats without the hassle.
  • Stay ahead in finding leads – Search, track and convert your leads. Define lead activities and capture leads by using Deskera’s Lead Capture Forms. Import all your leads from a CSV or XLS file.
  • Track All Records under Each Account – Track and manage your accounts along with product, opportunity, activity and case details. Track recent account activities, enjoy regular updates through emails, notes, events and more.
  • Win Your Customers through After-Sales Support – Assign process owners to customer cases. Track and solve pending cases. Add priorities, assess track progress and manage customer life cycle.
  • One-spot Destination for All Products – Manage each product or service and get its instant information through search features. Maintain vendor details and track activities associated with all your products.
  • Go the Distance with Sales Forecast – Gain insight into customer preferences and demand patterns. Determine the lead conversion ratio and track expected revenues.



Deskera CRM helps you deliver a strong ROI by giving you the right tools to power your customer relationship management (CRM) initiative. Deskera CRM cloud ensures that your sales, marketing, and support are all aligned towards a common goal, so you can take your business success to a whole new level.

  • Campaign Management – Identify targets, run campaigns to send the right messages to the right people and finally close business – a quality scarce in traditional CRM.
  • Lead Management – Increase sales productivity, lower the cost of marketing and enable staff to achieve critical objectives. Deskera CRM helps you target and automate marketing campaigns, qualify new leads, and prioritize follow-up.
  • Account Management – Track and manage your accounts along with product, opportunity, activity, and case details. You can easily upload account-related documents for proposals through Deskera CRM.
  • Case Management – Bring high customer satisfaction due to effective handling of customer’s queries and problems. Deskera CRM helps you to assign resources for each customer case, allocate multiple activities and track issue status, a feature difficult to find in any other CRM in its class.
  • Product Management – Maintain complete information on all your products and services offered easily to help you associate it with all CRM features.
  • Contact Management – Provide your sales team with a clear visibility into your key contacts. Deskera CRM allows you to manage critical relationships, customer profiles, key communication status and contact history.
  • Opportunity Management – Allow close follow opportunities until they convert into revenues.


Hardware Requirements

  Minimum Hardware Specification Recommended Hardware Specification
Processor Core i3 Core i5 or higher
LAN Card 1GB 1GB
Memory 4GB 8GB
Hard Disk 500GB 1TB
Operating System Windows 7 Pro Windows 7 Pro
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