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5 ways to improve SME customer service

5 ways to improve SME customer service

5 ways to improve SME customer service. If SMEs try to compete with the large corporations, in terms of pricing, then they are fighting a losing battle. However customer service is one space where small businesses can beat their competitors. Impeccable customer...
CRM and its benefits for SMEs

CRM and its benefits for SMEs

A Customer Relationship Management system popularly referred to as CRM is a competent tool for customer management throughout their lifecycle. The application is an amalgamation of technology and strategy that aids in managing customer relationships in a more...
Notification Templates – Deskera CRM

Notification Templates – Deskera CRM

Now you can keep track of your tasks and how their statuses change. Get email notifications once a task has been assigned a particular status like “completed” for example. In order to do this, we will first need to create a notification...
Set Role Wise Permissions on Columns – Deskera CRM

Set Role Wise Permissions on Columns – Deskera CRM

Increase your security and be in control by setting role wise permissions on columns. This allows you to assign who can view or edit certain columns and make certain fields mandatory in order to get the data that you need. This can be done in any of the modules in...
Sharing Calendar – Deskera CRM

Sharing Calendar – Deskera CRM

Now you can ensure effective organisation and planning of events and appointments by sharing your calendar with your colleagues in Deskera CRM. Here’s how you can create and share your calendar easily in a few simple steps. Step 1:...
CRM and PM now available on Google Chrome

CRM and PM now available on Google Chrome

Deskera CRM and PM are now available on the Google Chrome web store as an extension to your Chrome browser. The availability of this Chrome application offers easy access to your to your CRM and PM solutions. They are always just a click away in your Chrome home page....
Avoiding Data Duplication

Avoiding Data Duplication

In October last year, we released a feature that allowed users to Manage Duplicate Entries with Deskera Open Source CRM. With this feature, you could see all future duplicate entries for imported and web items (such as leads) filtered based by your selection criteria....
Smart Search

Smart Search

With Deskera advanced search capabilities, it has never been easier to find exactly what you are looking for. Advanced search is available in all our major products such as CRM, HRMS, ERP, Inventory Management & Project Management. This feature allows you to...
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