Deskera CRM Key Features

Deskera CRM (Customer Relationship Management) is a real-time, 100% cloud platform for SME to fully keep track of customer records, closely follow up on leads and outshine competitors in sales conversions.

Besides being popular as a sales forecasting tool, Deskera CRM can also be used to improve customer service and support, which leads to greater brand trust and sales.

Deskera CRM is a critical sales management tool that systematically enables the SME to grow their customer base with reliable leads qualification and campaigns.

Outshine Competitors with Campaigns

With Deskera’s Campaigns you can run and manage CRM campaigns and all their details, run and administer email marketing campaigns, and export your CRM campaign lists in multiple file formats.

Stay Ahead with Leads

Search, track and improve your leads conversion. Define lead activities and capture leads by using Deskera’s Lead Capture Forms. Import all your leads from a CSV or XLS file.

Fully Track Clients Records

Track and manage your client accounts along with product, opportunity, activity and case details. Track recent account activities, enjoy regular updates through emails, notes, events and more.

Improve After-Sales Support

Use Deskera CRM to improve after-sales support and win more customers. Assign process owners to customer cases. Track and solve pending cases. Manage customer life cycle.

Excellent Contact Management

Manage each product or service and get its instant information through search features. Maintain vendor details and track activities associated with all your products.

Sales Forecast Tools

Gain insight into customer preferences and demand patterns. Determine the lead conversion ratio and track expected revenues.

Better Communication

Deskera Email provides a single messaging system for each Deskera user – an efficient and easy-to-use function to send messages.

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.

Prioritise Leads. Improves Conversion.

CRM Opportunity Management Software enables you to prioritize leads so you can focus on customers with the highest potential to close a deal.

Improving Knowledge Management

View and manage documents from CRM. Add context through tags and folders and easily search for documents with secured information distribution.

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