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Deskera CRM

Account Management

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Account Management

Get all the information related to different accounts at your fingertips to effectively convert customers into profitable long-term relationships.

Deskera CRM - Account Management - Comprehensive Account Details

Comprehensive Account Details

Efficiently record and track complete account details, including expected revenue and industry type. Track and view all communications at the account level.

Deskera CRM - Account Management - Extensive Account Support and Customer Service

Extensive Account Support and Customer Service

Record and track support cases with real-time alerts for each status update. Define multiple activities for each customer case and track their status.

Deskera CRM - Account Management - Spreadsheet Functionality

Spreadsheet Functionality

Deskera incorporates ‘Click and Type’ functionality that allows you to select, edit and manipulate data, without the need of navigating through additional tabs or menus.

Deskera CRM - Account Management - Add an Activity, Opportunity, Contact or Case

Add an Activity, Opportunity, Contact or Case

Track all activities related to an account in one place, whether it is adding an opportunity/contact under an account or accounting a new case under an existing account.

CRM Account Management
Deskera CRM - Account Management - Add Documents

Add Documents

Add/update documents for each account and maintain a central repository of documents. This will help you to organize and gyrate your sales force without any complications.

Deskera CRM - Account Management - Export Accounts

Export Accounts

Exporting account lists in multiple file formats like .pdf, .csv and more, helps you view a combined report in one spreadsheet for every account that exists in the system.

With Deskera’s complete Account Management software, sales managers get the complete picture of each account, with automatically updated opportunity details, access to all customer information including contacts, communication history, activity history, shared documents, notes and much more. Deskera CRM software allows administrators, managers, and sales and marketing personnel to manage a variety of accounts related to performances, customers, products, marketing/sales strategies, and companies in the most professional manner.

Organizations of all sizes use Deskera

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Go-live in hours, not days

With Deskera, you can go live in hours, not days.