Deskera Books
Online invoicing, accounting &
inventory software for your business
Get started now
15-day free trial No credit card needed
Contact Management
Deal Management
Activity Management
Customised Pipelines
Ticketing Management
Knowledge Base Management
Custom Fields
Email Campaign
Email Inbox Integration
Track Communications
Insights & Reports
Team Management
Award-Winning Mobile App
Automate sales, marketing,
and support workflows
Manage both sales and support from one single platform. Generate leads by creating an email campaign and view performance with detailed analytics on open rates and click-through rates (CTR). Close deals and provide after-sales support.
Enterprise-level tool suite.
Small business pricing.
Get a 15-day free trial. Select the plan that’s right for you:
ALL-IN-ONE The perfect choice for your new business. Extremely simple to use & get started with. Setup integrated Accounting, CRM and Payroll in minutes. per User, per Month ALL-IN-ONE The most popular choice for SMBs and growing companies. Suitable for growing businesses that do more and need more. per User, per Month ALL-IN-ONE The ideal choice for companies that need advanced features and custom reporting with powerful, off-the-shelf tools. per User, per MonthStartup
$35
Essential
$58
Professional
$119
ALL-IN-ONE The perfect choice for your new business. Extremely simple to use & get started with. Setup integrated Accounting, CRM and Payroll in minutes. per User, per Month ALL-IN-ONE The most popular choice for SMBs and growing companies. Suitable for growing businesses that do more and need more. per User, per Month ALL-IN-ONE The ideal choice for companies that need advanced features and custom reporting with powerful, off-the-shelf tools. per User, per MonthStartup
$29
Essential
$49
Professional
$99
Buy yearly and get 20% off on any plan
Get full visibility into your sales pipeline
Deskera CRM pipeline gives you complete visibility across all stages of the pipeline. Drag and drop deals to update the pipeline stages.
Mark deal as won or lost and view real-time insights on your dashboard. View all deal information such as deal value, deal stage, linked contacts, email conversations, notes, documents, and more at a glance with Deskera CRM Software.
Close more deals with contact management
Maintain comprehensive contact profiles with custom fields to record all the data you need. Categorize and link contacts to their organization for easy tracking. Add or import contacts existing contact databases easily.
View all the contact information, notes, communication history, open and close deals, and more at a glance with Deskera CRM software.
Create new deals in seconds
Add deals with their value, expected close date, winning probability, and more. Create custom fields to add additional information to your deals.
Link deals with people and organizations. Keep track of deal activities. Track deals through your sales pipeline stages.
Get Real-Time Insights with Dashboard
Making the right business decision isn’t always easy. Stay up-to-date with real-time sales insights on the dashboard.
View open and won deals statistics, deal status by team members, activity reminders, and more at a glance on the dashboard. Track your deals and monitor team progress with an intuitive dashboard.
Tailor your pipeline to your exact process
Create a new pipeline or choose a template. Create multiple sales pipelines for different products and markets. Identify and focus on important deals with the visual sales pipeline.
Use pipeline view to see deals by stages, deal value, activities scheduled, and more – at a glance.
Track deals on the go
Manage and track your prospects database right from mobile. Access prospect information anytime, anywhere. Collaborate with your team and run your business on the go with our award-winning mobile app.
Deskera’s Mobile App is the winner of the Webby Award Honoree at the 2020 Webby Awards, winning the award for Best Visual Design – Function in the Apps & Mobile Features Category.
Integrate with email to work smarter
Connect your email to send messages right in Deskera. Communicate with your contacts via CRM so you can track emails and contact history in one place. Get a complete picture by viewing contact and deal communication history.
Get more leads with email campaigns
Setting up email marketing campaigns has never been easier. Use our step-by-step method to import or create lists, segment customers, select or create a template. Then just publish and hit send.
Generate more leads and keep your subscribers engaged. Schedule your conversion-oriented email campaigns whenever you want. Get detailed reports on open rates and click-through parameters.
Stay proactive about customer support
Track and solve customer support tickets all in one place with ease. Categorize, prioritize, and assign tickets to your support team. Connect your support email in Deskera to receive and respond to customer issues and queries.
Create custom ticket views by selecting assignee, priority, status, and more. Set up custom views to see relevant tickets on your ticketing dashboard.
Create custom ticket views by selecting assignee, priority, status, and more conditions. View relevant tickets on your ticketing dashboard with custom views.
Build a helpdesk for your customers
Reduce support tickets and empower customers to find the answers they need by creating a smart knowledge base. Create and manage articles and sections according to your needs.
Brand your helpdesk by uploading your company’s banner and logo. Create a smart repository of articles so that your customers can find answers by themselves.
Accelerate productivity
View all your activities in a calendar view to plan your day efficiently. Schedule activities, tasks, meetings, emails, and more with your contacts or deals. Receive instant reminders and notifications for overdue activities.
Create, manage, and track activities for your team members on the Deskera web and mobile app. Follow up on your deals and contacts by creating linked activities.
Manage your team effectively
Organize your sales staff into teams to track their performance. Create different teams to get a clear picture of the deals and activities they are working on.
Evaluate sales team performance by viewing real-time insights on your dashboard. Set records visibility by team so that they are only visible to your team.
Configure your CRM the way you want
Get the power to fully configure your CRM the way you want. Create and assign custom fields and attributes to deals or contacts for better tracking and reporting.
Add additional information to records by creating custom fields. Create different types of custom fields such as text, numeric, dropdown, and more according to your business requirements.
It’s how your sales team beats the competition
- Automate your sales, marketing, and customer support in one platform
- Sell more on-the-go with our award-winning mobile app
- Simple and intuitive interface that requires minimal training
- Make smarter business decisions with real-time analytics on the dashboard
- Get real-time notifications for overdue activities with web and mobile applications
- Easily import your existing data from spreadsheets within seconds
- Manage your data visibility
- Create professional email templates
- Create segments and send personalised emails
- Brand your helpdesk by uploading logo and banner
- Improve performance with team activity management
Improve Your Productivity
You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference.
Frequently asked questions
How does my 15-day trial work?You have full access to the selected product and plan features during the 15 days. You can invite your team-mates and other users to be a part of the trial without restrictions.
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What will happen to my account once the trial is over?Don’t worry, we will remind you when the trial is about to end. You can choose to subscribe to any available plan and enter payment details to keep your account active. If you choose not to subscribe within the trial period, the individual products will be inaccessible after your 15 days. You will still have access to the Admin section so you can choose any plan in the future.
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How often will my plan renew?The payment frequency will depend on the subscription contract you choose. We have two options, Annual and Monthly. If you go for an annual subscription, you will get an immediate 20% off and will have to renew only after the annual subscription period is over. If you go for a monthly subscription, the payment will be charged each month.
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Can I upgrade/change the plan any time?You can upgrade/change any time and we will adjust the difference. Please note that if you are moving to a lower plan, you may end up losing access to some of your data/features that may be available only in the higher plans.
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Are their permission levels and restrictions?A User is anyone who can access the system. A user can be a power user or a free user. Power Users are users with advanced access rights in the system (e.g. access to add/edit/delete other users, approving leaves, approving expenses, accessing financial reports). Free users are users with controlled access rights (e.g. they can create and send invoices, manage deals, contacts, and can apply for leaves, expense reimbursements, and view their pay stubs/payslips).
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How many free users can access one account?There is no limit on free users in Deskera Books and Deskera CRM. Up to 15 free users may access Deskera HRIS in the Startup plan, 30 users in the Essentials Plan and 100 users in the Pro plans. If you need to add more than 100 employees for payroll, please contact us.
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When will you start billing me?Your billing will start as soon as you enter your payment details in the system.
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Can I cancel my subscription?You can cancel a monthly subscription any time. The account will become inactive at the end of the billing cycle, so you have sufficient time to transfer or download any data. You can cancel an annual subscription in the first 30-days for a full refund.
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How safe is my data?We use TLS security encryption, which is the industry standard for transmitting data safely over the Internet.
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How do I access support?We have email and chat support available. You can either send an email to our helpdesk moc.areksed@erac or chat live with us from within the system — or from our website by using the chat icon in the bottom right corner.
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Do you offer demos?We run daily webinars on running your business with Deskera. We show the system and its features in these interactive sessions that last for around 1 hr. Book one today to see how we can help you.
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Get started now
15-day free trial No credit card needed