Deskera CRM

Collaborate Better with Easy Role

Based Access Controls

Easily assign and control users' roles and responsibilities in Deskera CRM

Need advanced features with powerful, off the shelf tools?Book a demo now

Deal Management

Contact Management

Activity Management

Customized Pipelines

Ticket Management

Knowledge Base Management

Custom Fields

Email Campaign

Email Inbox Integration

Track Communications

Insight & Reports

Team Management

CRM Mobile App

Enterprise-level tool suite.
Small business pricing

Only pay for power users. Add employees and team-mates for free

YOU PAY

Professional

$149.00

Per user,
Per year

The perfect choice for your new business. Simple, easy and uncomplicated. Setup integrated Accounting, CRM and Payroll in minutes.

YOU GET

Books

End-to-End Accounting: From Invoicing, to Receipts, to Bills and Purchase Orders, to Profit & Loss, Balance Sheet, Bank, Cash and Comprehensive Reports and more
End-to-End Inventory Management: Serial & Batch Number, Bill-of-Material, Stock Adjustments & Transfer, Pick-Pack-Ship, Dropship & Warehousing with Multi-Warehouses & more
Advanced Bank Integration: Connect to more than 10,000 Banks globally and sync your bank-book – no need for manual entries
Advanced Accounting: Expenses, Deposits, Advanced Template based WYSIWYG Document Designer, Multi-Currency, Multi-Company, General Ledger, Journal Entry, Subscription, Custom Fields & Attributes, Auditor Interface for Auditors & Book-keepers & more
Report Engine: Complete Reporting Engine for Comprehensive Reports – integrated with CRM and Payroll

CRM

End-to-End CRM: Deal Management, Contact Management, Pipelines, Activities, Track Sales Activities, Track all sales-conversations in one place, Email integration
Marketing CRM: Email Campaigns, Custom Email Templates, Segments, Scheduling, Form-to-Deal
Helpdesk & Support: Helpdesk, Microsites with CNAMES, Support Tickets
Integration: Integration with over 5000 applications via Zapier, Pabbly and Integrrately. Native Integration with Office365 Email

People

People Management: Employee database
Payroll Management: Weekly, Bi-Weekly, Twice a Month, and Monthly Payroll
Leave & timeoff: Leave Policies, Leave Rules, Apply & Approve Leaves, Time-Off
Expense: OCR, Expense Submission and Approval

Manage accounting, inventory, invoicing, payroll, sales, and HR all-in-one from desktop and mobile

Alternative to: Zoho, Quickbooks, Xero, and Zendesk

Run email campaigns, customize a sales pipeline, set up a helpdesk, and use a built-in CRM for great customer interactions

Best for: Bookkeepers, sales teams, and marketers looking to simplify and automate business processes from a single platform

Enterprise

Need advanced features and custom reporting with powerful, off the shelf tools? Contact us to get tailor-made plans best suited for your organization.

Proactively Manage Your Users and Their Responsibilities

Managing your user doesn't have to be complicated.

You can create users and assign them with relevant roles to identify their responsibility in the company easily. Start assigning suitable roles to each user to control their access to the company's data with ease.

Need advanced features with powerful, off the shelf tools?Book a demo now

Build Strong Relationship among Team Members

Teamwork plays a critical factor in a company's success.

You can create as many teams in Deskera CRM as you like. Assign each user to a different group so they can kick-start their next project immediately. Building a team helps the users to work closely and strengthen their bond with each other.

With Deskera CRM, building a team is as simple as ABC.

Need advanced features with powerful, off the shelf tools?Book a demo now

Smooth Collaboration Between Different Departments

Continuous communication between different departments is essential to avoid communication breakdown.

Add users from different departments such as marketing, sales, and support teams to the system. Everyone can access the system simultaneously, enabling them to collaborate better with shared information.

Need advanced features with powerful, off the shelf tools?Book a demo now

Actively Supervise Your User's Activity

Tracking the user's activity is essential for evaluating the user's work performance and productivity.

The audit trail in Deskera CRM enables you to monitor each user's activity without fail. It provides the admin with a clearer picture of what the users are working on, current tasks, and the tasks they have completed.

Supervise the activity of each user's to ensure that they keep on top of their work productivity.

Need advanced features with powerful, off the shelf tools?Book a demo now

Security Within Your Grasp

Are you afraid of oversharing company's data with the rest of the team?

Rest-assured as your data are shared among the users you can trust in Deskera CRM. The admin has the authority to control the access and roles of each user.

By limiting the access given to the users, you can prevent unauthorized access to sensitive data in the system.

Take full control of your data privacy with Deskera CRM software.

Need advanced features with powerful, off the shelf tools?Book a demo now

Full Control of Your User Management

✓ Create users conveniently

✓ Choose relevant users' role

✓ Control the user's access to the system

✓ Supervise your user's activity

✓ Create multiple teams

✓ Shared data between different teams

Improve Your Productivity

You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference.

Need advanced features with powerful, off the shelf tools?Book a demo now

FAQs

How many roles are there in Deskera CRM software?

There are two roles that you can select; Admin or User.

Can I track my users' activity?

Absolutely.

How many stages that I can create in sales pipelines?

You can add multiple stages in a single pipeline without worry.

How can I track my users' activity?

Access to the audit trail feature on the sidebar menu and you can view your user's current and past activities performed within the system.

Can I create multiple teams?

Certainly. You can create multiple teams in the system.

How many members can I add in each team?

There are no limitation to the number of members that you can add to each team.

How can I control the visibility of the company's data?

When creating a contact, you have an option to select the visibility of the con

Don’t just take our word for it

Customers love Deskera!

Sagar Mondal

I'm CEO of a digital marketing agency based out of India having a team of around 30 people and for me it used to be very difficult to manage and pay for different softwares for CRM, HRM, Books etc. Then I got to know about Deskera.

After watching 3 webinars and 7 days of trial finally I bought Deskera. And after using it for a few days I r...

Najihah Faisal

Hello there!

My business life had been so wonderful these days when I finally found the best wonderful software, Deskera!

It 's really a perfect choice for me for it helps me to easily manage my company account in no time and just in one click due to the software brilliant functions. Deskera is Superb!

Steve Pinckney

Hello everyone. New Deskera user here. My company, Conceptia, is a Management Consultancy based in Houston, Texas. I offer change management consulting and coaching services to oil and gas companies. I'm a long time Quickbooks user that has been wanting to leave them but could not find anything even remotely comparable to them until now! I think...

View more testimonials

Run Your Business With Deskera

What if you could replace at least three different SaaS tools (and their subscriptions) with a single application?

Need advanced features with powerful, off the shelf tools?Book a demo now

Deskera CRM

Collaborate Better with Easy Role

Based Access Controls

Enterprise-level tool suite.
Small business pricing