[ Deskera... Reviews ](https://www.g2.com/products/deskeracrm/reviews) [ Deskera... Reviews ](https://www.g2.com/products/deskeracrm/reviews) # Deskera CRM Features ##### ## Platform (5) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability 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. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability 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. Show More ##### ## Sales Force Automation (6) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Opportunity & Pipeline Mgmt. 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. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management 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. Quote & Order Management 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. Show More ##### ## Marketing Automation (4) Email Marketing 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. Campaign Management 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. Lead Management 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. Marketing ROI Analytics Enables analysis of effectiveness of an organizations various marketing activities Show More ##### ## Customer Support (3) Case Management Tracks issues/help requests reported by customers through the resolution process. Knowledge Base Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Support Analytics Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Show More ##### ## Integration (3) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs 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. Breadth of Partner Applications 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. Show More ##### ## Mobile & Social (3) Social Collaboration Features 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 Social Network Integration 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. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards 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 Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Generative AI (1) AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - CRM (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![ActiveCampaign](https://images.g2crowd.com/uploads/product/hd_favicon/be9e1369027bd58113f937595c7fbdf0/activecampaign.svg "ActiveCampaign") ActiveCampaign 4.4/5(14,777) ](https://www.g2.com/products/activecampaign/reviews) [ ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM") Zoho CRM 4.1/5(2,945) ](https://www.g2.com/products/zoho-crm/reviews) [ ![Freshsales](https://images.g2crowd.com/uploads/product/hd_favicon/020ad5e0a844bc41d785abdf657d7623/freshsales.svg "Freshsales") Freshsales 4.5/5(1,236) ](https://www.g2.com/products/freshsales/reviews) [ View All Alternatives ](https://www.g2.com/products/deskeracrm/competitors/alternatives) ##### Categories on G2 [ CRM ](https://www.g2.com/categories/crm) ##### Explore More [ What are the best tools for improving data team collaboration? ](https://www.g2.com/discussions/what-are-the-best-tools-for-improving-data-team-collaboration)[ Types of Advertising ](https://www.g2.com/articles/types-of-advertising)[ Which provider data management platforms have certified HIPAA compliance and strong data governance controls? ](https://www.g2.com/discussions/which-provider-data-management-platforms-have-certified-hipaa-compliance-and-strong-data-governance-controls) [ Which low-code platforms hold up under consistent use at an enterprise level without becoming buggy or slow as more workflows get added? ](https://www.g2.com/discussions/which-low-code-platforms-hold-up-under-consistent-use-at-an-enterprise-level-without-becoming-buggy-or-slow-as-more-workflows-get-added)[ Which application release orchestration platforms offer the most comprehensive integration coverage and deployment reliability across cloud and on-prem environments? ](https://www.g2.com/discussions/which-application-release-orchestration-platforms-offer-the-most-comprehensive-integration-coverage-and-deployment-reliability-across-cloud-and-on-prem-environments)[ Which IT compliance services maintain stable performance and uptime during high-volume operations and concurrent user scaling? ](https://www.g2.com/discussions/which-it-compliance-services-maintain-stable-performance-and-uptime-during-high-volume-operations-and-concurrent-user-scaling) Show More [ What are the best tools for improving data team collaboration? ](https://www.g2.com/discussions/what-are-the-best-tools-for-improving-data-team-collaboration)[ Types of Advertising ](https://www.g2.com/articles/types-of-advertising)[ Which provider data management platforms have certified HIPAA compliance and strong data governance controls? ](https://www.g2.com/discussions/which-provider-data-management-platforms-have-certified-hipaa-compliance-and-strong-data-governance-controls) [ Which low-code platforms hold up under consistent use at an enterprise level without becoming buggy or slow as more workflows get added? ](https://www.g2.com/discussions/which-low-code-platforms-hold-up-under-consistent-use-at-an-enterprise-level-without-becoming-buggy-or-slow-as-more-workflows-get-added)[ Which application release orchestration platforms offer the most comprehensive integration coverage and deployment reliability across cloud and on-prem environments? ](https://www.g2.com/discussions/which-application-release-orchestration-platforms-offer-the-most-comprehensive-integration-coverage-and-deployment-reliability-across-cloud-and-on-prem-environments)[ Which IT compliance services maintain stable performance and uptime during high-volume operations and concurrent user scaling? ](https://www.g2.com/discussions/which-it-compliance-services-maintain-stable-performance-and-uptime-during-high-volume-operations-and-concurrent-user-scaling)