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Deskera CRM
The platform to run your #sales
Capture more leads with email blasts and no-code landing pages. Close deals faster with sales automation & provide world-class customer support with email and chat helpdesk.
Automate Sales, Marketing and Support
Build landing pages, set up conversion funnels and capture emails through lead forms. Send emails and view performance with detailed analytics on open rates and click-through rates (CTR). Automate repetitive manual tasks.
A Million Contacts. No Problem.
Add as many contacts as you want – a million, 10 million – no problem. The more contacts you have, the more you sell.
Import existing contacts via excel, drop them in via webhooks or capture them via landing pages on your website. Add as many fields as you want.
Fetch additional data using webhooks. All the contact information you need to track in one place.
Create Conversion Funnels Effortlessly
Build conversion funnels to drive your visitors towards paid conversions, upsells, and cross-sells.
Select a high-conversion funnel template, or create one from scratch. Build as many funnels as you want.
Track the performance of each step in the funnel and optimize it based on actionable data.
Engage With Email Campaigns
Run beautiful email broadcast campaigns to engage your prospects, leads, customers, or contacts.
Select one of the awesome email templates, pick the target segment and send it. Track open and click rates and compare performance across different campaigns and segments.
Capture Leads with Custom Forms
Create and reuse forms on any webpage. Just select a template, add fields, save the form, and you are all set! Segment the leads captured automatically based on which forms they came from, so you have a clean, clear view of all your contacts. You can add the built-in fields or create your field based on types such as text, number, date and more. Moreover, redirect visitors to your desired URL once the form is submitted.
Design Conversion Optimized Landing Pages
Build super-fast, beautiful, responsive landing pages in minutes without coding.
Use one of the high-performing built-in templates or create your own.
Map the pages to your desired domain and add tracking scripts as needed.
Build lead magnets, product pages, registration pages, opt-in pages, and more to give your marketing the boost it needs.
Close Deals Faster with Sales Pipelines
Act on and close deals faster. Just set up activities and get reminded when it is time.
Move deals around different stages of your sales pipeline as they mature, and keep a close eye on the critical ones.
Build your custom pipeline to mirror your sales funnel and let your sales team go full throttle.
Automate Marketing Tasks
Design automation workflow based on triggers such as when a visitor submits a form or a new contact is added.
Add a sequence of steps that must happen once the workflow is triggered, such as sending an email or creating a new deal.
Don’t spend countless hours on manual tasks; automate lead follow-ups, nurturing, and repetitive tasks in a few minutes.
Get Real-Time Insights with Dashboard
Making the correct business decision isn’t always easy. 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.
Smart Segmentation
Each contact is different. The person who downloaded the free eBook needs a different approach from the person who signed up for a free trial or added a product to the cart.
Segmentation makes this possible.
Add contacts to the desired segments automatically. Run personalized campaigns for different segments, or just split a segment into two for some good old A/B testing.
Grow Your Business On The Go
Sales & marketing teams are frequently on the move or working remote. It is crucial to share real-time updates, even if you are not near your laptop so that you never miss a sales opportunity.
With Deskera’s mobile app, you can manage the sales and marketing of your business while you are on the go.
Stay Proactive about Customer Support
Track and solve customer support tickets 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.
Create custom ticket views by selecting assignee, priority, status, and more. Set up custom views to see relevant tickets on your ticketing dashboard.
Build a Helpdesk for Your Customers
Track and solve customer support tickets 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.
Create custom ticket views by selecting assignee, priority, status, and more. Set up custom views to see relevant tickets on your ticketing dashboard.
Accelerate Productivity
Just sign up for a new account with Deskera Books using your email or social authentication and half the work is done.
Get preconfigured accounting rules, invoice templates, tax codes, chart of accounts among other things. Jump in and start creating invoices and run your business.
Easily import your excel files or simply connect Deskera to your existing Xero or Quickbooks account for automatic import.
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 the team so that they are only visible to your team.
All Business Systems Integrated in One Place
Gone are the days when you used multiple systems for your business—a system to manage customers, another for employees, another for books, and so on.
Deskera has built-in integrated systems to avoid complex, time-consuming, and expensive integration processes. Your CRM system comes integrated with accounting, payroll, and HR software.
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Check out some of our other Deskera services that we offer!
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Want us to help you develop your Deskera application for your business needs?
Contact us at
+65 9816 7298 and we will be glad to help you!
