Here’s how the integrated Deskera Application Suite can really help as opposed to using multiple independent applications for managing various business processes.

You managed campaigns, tracked leads and converted interested customers into accounts using a CRM Software. You are providing one of your Accounts with an Accounting Service – a project for your company which would be executed by your project team for several months and managed using a Project Management Software. What if these applications cannot talk? You may have to switch between these applications for accessing complete details to track project progress and updates for each of your customer account. You may also waste time in updating duplicate customer and project data in these applications bringing down your efficiency in managing these business processes. Deskera offers you an easy and effective alternative.

Deskera CRM allows you to integrate Project Management with your Accounts in CRM effortlessly. You can easily view project details for any account with a single click. The access and viewing permissions to project details are easily configurable for various set of users in the organization.

Let’s take a Quick Tour

Step 1: Create Project for your Accounts

Step 2: Click to access project details with just a single click – no further login required.

View Project details including project members, project planning, discussions, project calendars and more. The access to these details can be configured by the administrator easily.

Try Deskera Live Demo Now!

Deskera 1.1 – Just got even better!

At Deskera, we work round-the-clock to improve product experience. We have recently updated our servers to a new version – version 1.1 – with whole new exciting features – including our next generation Dashboard, Contextual Help, Getting Started tips and more.

To get more hands-on experience, check out the Deskera demo now.

Here is a list of the major features that you will find in the new version:

The New Deskera Dashboard – Mashboard

Deskera 1.1 brings to you the next generation of Dashboards – called ‘Mashboards’- which provide new, and hybrid dashboard design techniques, incorporating all the features of the previous generation dashboards in a real time customizable format. They allow “mashing” or drag-and-drop of content and adding useful applications known as ‘widgets’.

Drag and Drop

The components in the Deskera Dashboard can be moved around and rearranged as per your requirement. This ensures a priority-based unique interface to the dashboard components, for each user of your organization. The users can individually decide the layout of the portal, and add and remove components as per their requirements.

Widget Bar

Add Widgets to your dashboard to access the most important applications directly from it. So, in Deskera CRM you will find widgets to manage your campaigns, leads, contacts and more. Widgets also allow users to lend a more personal touch to their dashboard by allowing them to choose the applications they wish to see.

Quick Add

You can easily add an account, lead, opportunity, contact, case, target or activity from the dashboard using ‘Quick Add’. For that, you need to simply click on the  icon in the corresponding widget to view its simplified form, add relevant information, and submit details for adding information quickly.

Quick View

It provides you with an instant ‘tree view’ of all accounts, leads, products, campaigns and documents. You can easily navigate through this list just as you explore folders in your Operating System. Click on the  icon to expand the list and  icon to collapse it. Click on an ‘entry’ to view details in the adjacent window.

Deskera One Search

You can easily search through all the lists and entries saved in Deskera through Deskera One Search. Just type the term you intend to search and get results instantly without even hitting the enter button.

Contextual Help

Whenever you need any help regarding any link/button, Deskera provides you with a unique feature, wherein you just need to bring the mouse pointer over it and view its details.

Getting Started Tips

If you are new to Deskera, get a useful and quick tour of all major features through the Getting Started Tips. The tour will get you started with Deskera within minutes of logging in. Look out for the  icon on the top right corner of your screen for viewing these tips.

We are excited to hear your feedback. Leave a comment below or send us your feedback on crm@deskera.com.

Deskera Team
wow@deskera.com

Just because your business management software is on-demand, doesn’t mean you have to give up the feature set of a rich desktop type application – like your favorite spreadsheet. The most basic way to maintain the information you need for customer relationship management is to use a spreadsheet. We all do that. Of course, as your client base grows, you will want advanced, dedicated tools to handle all the data.

That’s when you start using Deskera CRM.

Most CRM packages involve lots of forms, input fields, and connections that need to be set up by hand. Users have to go through a lot of screens just to get a simple task done. Deskera CRM is different: every task is only three clicks long. Our click & type functionality means that every time you see a piece of data, you can select it, edit it, and manipulate it in any way you need – without going through any additional tabs or menus. Much like a spreadsheet, the data is always in your complete control.

Do give it a try.