Deskera CRM Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 14 reviewers of Deskera CRM have provided feedback on this feature.

As reported in 14 Deskera CRM reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 14 Deskera CRM reviews.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 10 Deskera CRM reviews.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 16 reviewers of Deskera CRM have provided feedback on this feature.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. This feature was mentioned in 21 Deskera CRM reviews.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. This feature was mentioned in 21 Deskera CRM reviews.

As reported in 18 Deskera CRM reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 14 Deskera CRM reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. 15 reviewers of Deskera CRM have provided feedback on this feature.

As reported in 18 Deskera CRM reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Based on 17 Deskera CRM reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Based on 18 Deskera CRM reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Based on 17 Deskera CRM reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Based on 13 Deskera CRM reviews. Enables analysis of effectiveness of an organizations various marketing activities

As reported in 15 Deskera CRM reviews. Tracks issues/help requests reported by customers through the resolution process.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 16 Deskera CRM reviews.

Based on 13 Deskera CRM reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 13 Deskera CRM reviews.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 12 reviewers of Deskera CRM have provided feedback on this feature.

Based on 11 Deskera CRM reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Based on 10 Deskera CRM reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 13 Deskera CRM reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

As reported in 14 Deskera CRM reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance This feature was mentioned in 20 Deskera CRM reviews.

As reported in 10 Deskera CRM reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives