Read this in-depth Deskera review to learn more about the different modules, pricing plans, key features, and more.
What is Deskera?
Deskera is an all-in-one business software that offers a wide range of modules and features. Each module is designed to address every small to big bottleneck within your business.
Right from enterprise resource planning (ERP) to customer relationship management (CRM), the platform has a solution for all your business needs.
Due to its diverse range of features and modules, Deskera is an ideal business tool for companies of all sizes. Besides, businesses from all industries can use this tool to simplify their business processes, which is why it is such a popular business tool.
- Company: Deskera
- Website: https://www.deskera.com/
- Founded in 2008
- Country of origin: Singapore
Deskera Key Modules
This module is tailored to streamline finance and accounting activities. It is regarded as one of the top online invoicing, inventory, and accounting software for businesses.
- Sales and order management
Users can easily manage their sales and orders with this feature. Besides, you can also make estimates and convert them to invoices upon confirmation. Record and receive each payment automatically, keep track of prices of goods sold, and complete orders within the deadline.
You can manage every aspect of your inventory such as packing, picking, and shipping through a single dashboard.
- Online accounting
Deskera Books caters to all your requirements for reporting and compliance while you can focus on invoices, quotations, payments, and sales.
Invoicing has never been easier. You can create and send invoices from a mobile device in just a few clicks by using the pre-made templates.
With just a single click, you can convert your quotations to invoices.
You have access to a wide range of professional-looking and easy to use templates which can be used for everything from invoice to payment receipts.
Deskera Books Features Overview
- Bills and purchase order management
- Dropship orders
- Backorder management
- Contact management
- Inventory tracking
- Order fulfillment
- Multi-currency transactions
- Customizable chart of accounts
- Upfront payments
- Tax calculation
- Automated journal entries
This is a very user-friendly CRM that offers everything you need to manage your contacts, deals, sales pipelines, and more. You can use this module to automate your sales, marketing, and support workflows.
- Sales pipeline
Users have full visibility of all the stages within their sales pipeline. Besides, you can also drag and drop deals to modify or update the different stages of your pipeline.
The status of every deal can be viewed on a dashboard along with important details of each deal such as deal value, relevant contacts, notes, email conversations, and more.
- Contact management
You can create a comprehensive list of contacts using custom fields to store and record important contact information you may require. Users can also link and segment every user to their company to simplify tracking.
You can easily view the communication history, deal history, and other notes with just a few clicks.
- Deal management
This feature enables you to add new deals with important information linked to a deal such as deal deadline, closing probability, and more.
The dashboard provides real-time updates of every deal in your pipeline. You can keep track of open or closed deals, won deal statistics, and other key metrics using the dashboard.
- Customizable pipelines
Every user can either use the premade pipeline templates or create their own pipelines for various markets and products. The visualization of your pipeline allows you to prioritize each deal based on its value.
- Email campaigns
Creating email campaigns just got easier. Users can import contacts, build lists, categorize contacts, and either use the in-built templates or create one to kick start their email campaigns.
Email campaigns will allow you to generate more leads and ensure your customer engagement. Besides, you can also evaluate the performance of each campaign by assessing the key parameters such as click-through rate, open rate, and more.
Deskera CRM Features Overview
- Customer support
- Helpdesk for customers
- Team management
- Customizable CRM
This module streamlines payroll management, allows you to generate payslips in seconds, and also makes it easy for employees to file online expenses and their claims.
- Flexible pay scheduling
You have the flexibility to pay different employee groups that are on a different pay schedule such as monthly, weekly, quarterly, and more.
Users can add all employees belonging to the same pay schedule and pay them accordingly. You can also customize your pay date for pay schedules which makes it easier to handle industry-specific payroll frequencies.
Every key parameter related to payroll management can be viewed on the dashboard. The calendar embedded within the dashboard enables you to recognize upcoming pay run dates.
- Custom pay components
The HR team can build and assign custom pay components for every employee based on your requirements. In addition, they can also set up voluntary deductions, employee bonuses, and other tailored fields.
- Employee management
Employee management reduces paperwork by a considerable amount and also helps you save time. This feature allows you to keep records of every employee such as personal details, leaves, payroll, and more.
- Payroll insights
You can get in-depth information into your payroll processes in seconds. The module offers a gamut of payroll reports that offer employee data, tax obligations, and a lot more.
Every report can be personalized in accordance with your requirements.
Deskera People Features Overview
- Custom salary slips
- Data migration
- Compliant with statutory requirements
- Role management
- Self-service portal
- Ad-hoc pay run
- Leave management
- Custom leave policies
- Approval workflow
- Claim requests
- Expense management
- Price: $29 per user/month
- Price: $49 per user/month
- Price: $99 per user/month
Deskera Pros and Cons
- The tool provides provides all the key features required to streamline literally all business processes
- The vendor pays heeds to the suggestions and recommendations of users to make the tool more user friendly
- Excellent and easy to use user interface
- Very responsive customer support
- The newly added features such as the Website Builder provide great flexibility
- It is a very affordable platform
- Customization options
- European Union tax compliance is lacking. However, the vendor is addressing this problem
- As the product is relatively new, there are a few bugs and glitches
- Users cannot sync their business credit cards to track expenses
- Steep learning curve
- Some functions are very basic
- Does not include a cash-basis accounting option
- Sphere WMS
- Zoho Sales IQ
Deskera Key Specifications
Free Trial – Yes
Free Version – No
- Windows Mobile
- Live online
- Small businesses
- Medium businesses
- Large businesses
Deskera pricing plans
- Startup:: $29 per user/month
- Essential: $49 per user/month
- Professional: $99 per user/month
- Knowledge base
- Sage Intacct
- Acumatica Cloud ERP
- QuickBooks Online Advanced
- QuickBooks Desktop Enterprise
- Accounting Seed
- WolfePak ERP
Did you like reading this Deskera ERP review? Drop your comments below to tell us which is your favorite module and why you loved it.