Zinovate Cloud

Deskera CRM
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Deskera CRM Overview

Deskera CRM features

Deskera CRM Business Plans

Deskera CRM Overview

Deskera CRM manages your sales and support processes with no hassle. You can automate your sales, marketing, and customer support on one platform. Deskera CRM is best for growing businesses or startups looking for an affordable tool to manage contacts, deals, pipelines, sales team’s activities, marketing campaigns, corporate knowledge base, and support ticketing.

Deskera CRM Features

Close more deals with contact management

Categorize and link contacts to their organization for easy tracking. Add or import contacts 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.

Get Real-Time Insights with Dashboard

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.

Tailor your pipeline to your exact process

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.

Integrate with email to work smarter

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.

Get more leads with email campaigns

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.

Stay proactive about customer support

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.

Accelerate productivity

View all your activities in a calendar view to plan your day efficiently. Schedule activities, tasks, meetings, emails, and more with your contacts or deals. Receive instant reminders and notifications for overdue activities. Create, manage, and track activities for your team members on the Deskera web and mobile app. Follow up on your deals and contacts by creating linked activities.

Manage your team effectively

Organize your sales staff into teams to track their performance. Create different teams to get a clear picture of the deals and activities they are working on. Evaluate sales team performance by viewing real-time insights on your dashboard. Set records visibility by team so that they are only visible to your team.

Configure your CRM the way you want

Get the power to fully configure your CRM the way you want. Create and assign custom fields and attributes to deals or contacts for better tracking and reporting. Add additional information to records by creating custom fields. Create different types of custom fields such as text, numeric, dropdown, and more according to your business requirements.

Deskera CRM Plans

Startup

USD 9 /user/month
Ideal for startups. Add contacts, close deals, and build sales pipelines.

  • Add contacts and deals
  • Manage all sales conversation
  • Create your own sales pipelines
  • Track sales activities
  • Add free users
  • Run Email Marketing campaigns
  • Email & chat support
  • Access to Helpcentre & Deskera A
Learn more

Essential

USD 19 /user/month
Ideal for growing businesses and SMBs. Get the power of custom field.

  • Everything in Startup +
  • Custom Fields
Learn more

Professional

USD 29 /user/month
For email marketing at scale. This plan allows you to expand your contact list and the number of emails sent.

  • Everything in Essential +
  • Setup your personalized helpdesk
Learn more

F.A.Q.

Got a question? We’ve got answers.
Visit our Support Center for more questions.
Yes, Deskera CRM software lets you configure pipeline stages as per your business requirements.
Yes, you can create multiple pipelines for different products and markets.
Yes, Deskera CRM Software lets you set up your help center. You can create and manage articles, sections, and maintain your knowledge base with Deskera CRM.
Customer Relationship Management (CRM) software helps you build and maintain relationships with customers and prospects. CRM software lets you create and maintain a comprehensive profile for your customers and prospects. CRM software has all the features right from lead generation to customer support.
Yes, you can customize the CRM software according to your business needs. You can create custom fields to add additional information specific to your business. You can also create custom pipelines for your different products and markets.