CRM and Sales tools
Deskera
12 min
deskera is a cloud based business management platform offering accounting, inventory, crm, payroll, and hr solutions integrating with make com allows users to automate workflows, synchronize data, and streamline business processes across multiple applications efficiently limited documentation we currently can't provide complete documentation for deskera because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from deskera and public sources to create detailed guides deskera modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a deal creates a new deal record in your crm, helping you track potential sales opportunities create a bill creates a brand new bill in your deskera account, helping you keep track of your expenses easily create a crm contact adds a new contact to your crm, helping you keep your customer information organized create a crm+ contact add a new contact to your crm+ account create a contact adds a new contact to your deskera account create a contractor adds a new contractor to the people section in deskera create a product adds a new product to your deskera account create a purchase creates a new purchase record in deskera, allowing you to track and manage your business purchases easily create a quotation creates a brand new sales quotation in your deskera account create a sales invoice generates a brand new sales invoice in your deskera account create an account create a brand new account in deskera to get started with managing your business create an employee adds a new employee record to the people section in deskera make an api call allows you to make a custom api request to the service, using your authorized connection new crm contact event triggers whenever a new contact is created in your crm, so you can stay updated with your latest connections new crm deal event triggers whenever a new deal is created in your crm, so you can stay updated on the latest opportunities templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} deskera resources you can have access to more resources related to this app on the following links www deskera com https //deskera github io/ https //www make com/en/integrations/deskera help us improve this documentation have experience with deskera? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone