CRM - Easy Deals with Deskera's CRM

Deskera CRM

Close Deals Faster and Grow Exponentially

Deskera CRM Deal Management
Deal Management
Deskera CRM Contact Management
Contact Management
Deskera CRM Activity Management
Activity Management
Deskera CRM Customized Pipelines
Customized Pipelines
Deskera CRM Ticket Management
Ticket Management
Deskera CRM Knowledge Base Management
Knowledge Base Management
Deskera CRM Custom Fields
Custom Fields
Deskera CRM Email Campaign
Email Campaign
Deskera CRM Email Inbox Integration
Email Inbox Integration
Deskera CRM Track Communications
Track Communications
Deskera CRM Insight & Reports
Insight & Reports
Deskera CRM Team Management
Team Management
Deskera CRM CRM Mobile App
CRM Mobile App

Dynamic and Interactive Dashboard

More Sales, Less Data Entry

Keep an Eye on Your Deals at All Time

Customize Your Ideal Sales Pipelines

Identify Sales Opportunity Quickly

Greater Insight Into Your Team Performances

Level-up Your Deal Management with Deskera CRM

Improve Your Productivity

You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference.


Can I mark my deal mark as won to lost?

Certainly. You can contextual menu and select the change pipeline button. You can move the deal to closed lost to change the deal's status.

Can I edit the deals?

You can always edit the information on each deal.

What are the mandatory fields to fill in when saving a deal?

The deal's name and contact's name are the compulsory fields to fill in when saving a deal. The rest are optional.

How can I move a deal from one stage to another?

If you are viewing the sales pipeline in Kanban layout, you can use the drag and drop feature to move the deal card from one stage to another.

Can I change the visibility of the deal?

Sure. You can change the visibility of the deal, from Private, Team, to Everyone.