Deskera CRM Reviews & Product Details - Page 2

This is a great CRM for people who work with many different platforms and use many different tools. I prefer that everything is in one place and that I don't have to constantly switch between different tools. I love that I can add contacts and colleagues easily and that it syncs with all of my devices seamlessly (thanks to the great mobile app). Currently, Deskera CRM has the most basic marketing tool - email marketing, which can help a company to run a very basic marketing campaign with email template, email builder, form builder...And the best part is, you can send unlimited emails if you use your own email service Review collected by and hosted on G2.com.

Deskera CRM is basic to my need as it can help me to integrate well with other Deskera tools (Books and People). Currently, it can't beat up another CRM tool that I am using since it lacks many functions (one of them is effective automation modal), not to mention the lack of current diversifying marketing tools aside from Email. Review collected by and hosted on G2.com.

+ We use the forms & landing pages for lead generation. We are able to store the leads data in various segments.

+ Further, we like that the leads can be funneled through pre-sales, sales and post-sales workflow for nurturing them and targeted campaigns

+ The integrated help-desk modules makes it easy to provide support and get tickets from clients.

+ The accounting features are nice enough to manage financial transactions - payments, expenses and salaries

+ UI is easy to use

+ We are able to use Api and web-hooks to sync with systems on zapier and other Saas products. Review collected by and hosted on G2.com.

* Would like a chatbox solution which we can use in landing pages, website, support desk and social media channels

* Project management needs more features like advanced task automation, task assignment and project workflows

* Need more financial tools like quickbooks and per project / per client cost, sales, projections

* Would be better to have native integrations with some important saas products than go for zapier integration Review collected by and hosted on G2.com.

I've always find great reviews about the Deskera software, this all-in-one platform would be everything you'll need for your business, it has a great user interface design and user experience, this one is more focused in automations and for scalability, if you're serious in your business this a must-have platform you should try! Review collected by and hosted on G2.com.

This platform is an ongoing work, they're building all these connected apps to have a great scalability and automations support, so there's nothing I can dislike, I just know this all-in-one platform has frequent updates going on, my recommendation would be to not wait and try out right now what this platform could do for your business and team, I'm pretty sure you'll see the potential it has. Review collected by and hosted on G2.com.

It contains multiple tools to help manage your clients from leads through to customers. Includes forms, landing page, funnels and has automation on the road map and has the grand vision of being the only software you'll need to run your business. The team are very responsive, I fed back several problem areas, and they are actively working to address them. Review collected by and hosted on G2.com.

I'm using a very early version and have provided feedback on areas that need a little work; for example the landing page editor wasn't very intuitive, you couldn't easily move items around; this has now been addressed so it's a much better experience. By default there is no last name option for customers, this can be added as an additional field. Currently, the currency is $ only; they have let me know they will allow £ soon. For every item I don't like, the team has been very responsive to feedback and is looking to address each point I raise. Review collected by and hosted on G2.com.

The CRM has a bundled feature of email marketing and a help desk as a package. Moreover, it offers multiple pricing at an affordable rate, especially for startups and small enterprises to get started using a CRM. Also, you can keep track of all of my transactions in one place, coupled with an audit trail. Hence, you have a like history feature of all the activities that you do inside the CRM. In handling leads, you will have a pipeline view to drag the prospect from one stage to the next, similar to a kanban board. Lastly, The learning curve is short, and the user interface (UI) is straightforward to operate, making it simple to learn and get started. And if you ever get stuck, there's comprehensive documentation available online and a Facebook Group community to ask questions and provide feedback. Review collected by and hosted on G2.com.

Currently, there's a limited integration to other platforms either using zapier or similar tools. Also, it would be better for Deskera CRM to have direct integration with SMS services like Twilio and Chat Platforms like FB messenger, Telegram as this would increase visibility and open rates for the campaigns instead of relying on just email. Furthermore, as a wishlist, which Deskera currenly doesn't have is the automation features to automatically move tasks, leads along the pipeline that can create tags and have conditional logic for segmentation and passing the lead from one campaign to another. Review collected by and hosted on G2.com.

I feel that Deskera always has a clean, intuitive user interface, and that is one of the main features of the CRM. It's easy to navigate, and it's clear what to do within each section. The other thing is simplicity. Right now, there are not many bells and whistles, and it is really focused on the core of tracking users, segmenting them, managing campaigns and deal funnels. The contacts section is designed very much in a spreadsheet-style which makes it easy to see, filter, edit, etc., and that is something that I like when you want to get in quickly, do a search or filter, see something and then move on to the next activity. Review collected by and hosted on G2.com.

This is most likely a feature that is coming soon, but one thing that I miss is having a detailed view of a contact so i can see all the activity, history, and actions at a per contact view. The other important thing for me is integrations, and right now, the automations feature is coming soon. I am sure they will add in the ability to do outbound webhooks and integrate with platforms like Zapier and Pabbly Connect so that things can be added to the CRM via API, and also things can be triggered when certain events happen inside the CRM. Review collected by and hosted on G2.com.

If you are looking for a complete CRM solution that can help you and your team (or if you're solo) collaborate, work smarter, be more productive and sell more. Deskera is the right choice!

It provides multiple functionalities (forms and landing pages are the best) to its users and offers easy customization without coding experience & at an affordable price point too.

The best part is that it comes with a great support team which helped me with some advanced integrations. They listen to user problems and act upon them which is rare.

Deskera works perfectly for me as an all in one solution. It is a complex tool with many features, but easy to navigate and work with. Review collected by and hosted on G2.com.

Feel like new features and updates are a bit slow but it makes sense as it's a complex product and they take really good care of balancing everything and everyone wishes. Review collected by and hosted on G2.com.

I like that there is a CRM, email marketing, and help desk in one package. It helps a lot to connect my leads database, contact database, email marketing campaigns, and support together. I am able to track my deals, email marketing, and customer support in one place. The learning curve is low and an easy to use interface makes it easy to manage.

This CRM has all the features you need to manage your sales, marketing and support efforts. With the intuitive design, you'll be able to quickly and easily create deals, contacts, and tasks. Create email campaigns and run them through the built-in email marketing tool. This CRM is perfect for the modern day business. Review collected by and hosted on G2.com.

I would like to see more integrations with other platforms either natively or using third party services such as Zapier and Integromat.

A powerful and more advanced builder for page, email, and help center. The builder is quite okay but they should add more modules that will provide extra customization and the ability to make it display what we really need.

Automations is a must for a great CRM. This would help save a lot of time doing manual work such as assigning deals to staff per stage and etc.

The ability to white label the CRM would be nice to have. Show customers and staff that we have our custom built by us or built for us system is always a nice reputation boost. Review collected by and hosted on G2.com.

Deskera is a great software I have been looking for a long time.. I am very impressed with the Deskera CRM and the time and effort that has been put into developing it. It looks very user-friendly and is especially convenient as it is so mobile-friendly. It will definitely be adding value to my business. Review collected by and hosted on G2.com.

It is not connected with the GST portal for seamless GST filing in India.

Tutorial & Help docs are missing Review collected by and hosted on G2.com.

I have been using Deskera CRM since a few days, and am just loving them. Its a one stop solution to manage your organization.

Not to mention the UI is also so clean and easy to use. Its the next big thing for managing your organization under one roof.

Also support groups and community on facebook, Live Webinars. they are just great. Review collected by and hosted on G2.com.

I have been using it since a few days and there is no such thing to dislike as of now. I am just enjoying it..

I guess, video in-depth tutorials would just add cherry on the top. thats what missing currently.

I look forward to more integrations. Review collected by and hosted on G2.com.