Deskera Reviews & Expert Opinion

In this era, everyone wants to get software that can manage their business smoothly, by keeping their finance organized and can help in their business growth. People are fed up with keeping a diary to maintain the employees' records, manually entering employee data, and keeping the financial records.

As a result, they want a solution to avoid the mistakes made while creating invoices and payroll and the time lost by keeping notes in a diary or by bookkeeping about payroll.

In order to make the problem solve we are representing a software that has all in one solution, "Deskera," which can help you with every problem related to Payroll, Accounting, and CRM.

Now before we dig deep into it first, let us talk about what basically Deskera is.

Deskera is a business management software that assists various small-scale companies in increasing their income. Accounting, CRM, Payroll, and HR are just a few of the tools available. The sophisticated dashboard provided by the software allows you to track the overall status of  your firm in real-time. Deskera's customized financial reports assist you in making better company decisions.

Furthermore, the software supports different currencies, allowing you the ability to do business globally. Enterprises may connect Deskera. The software includes a plethora of pre-configured invoice layouts, account-based charts, and tax codes. Along with it , Deskera is ideal for other critical administrative tasks like expenditure reporting, drop shipping, sales funnel development, quotation, and estimate administration, and so on.

Apart from all these features, it also has Deskera Book, an accounting management module that gathers financial data and generates reports such as ledgers, trial balance data, income statements, overall balance sheets, and quarterly financial reports, among others things. 

And in addition to all this features, it has an Accounting system, a stand-alone financial management system that delivers fundamental financial reports such as income statements, cash flow statements, balance sheets, and many more types of reports that provide greater visibility into financial data.

How to create a new user in Deskera?

When you try to log in with the Deskera system, you will already be the admin by default, and your name will have appeared in the user list. If you want to add more users to the systems, then try to follow the steps as stated below:

Step 1. First, try to click on the Setting icon, which is at the top right of the page of the Deskera system.

Step 2. Then on the right side of the page, there will be an option of the Add New Users; just try to click on that.

Step 3. After clicking it, you can now fill in all details on the page as mentioned below:

• Name
• Role
• Email ID
• Team

Step 4. After adding all the information, you can continue to create more users by clicking on the Add Users option. 

Step 5. Once you have filled everything, you can just click on the Invite User button to add more users to it.

Deskera Advantages

• It Controls Your Inventory.

It allows you to manage your entire inventory from a single dashboard. It can help you with choosing, packaging, and shipping, as well as drop shipping!

• You do not have to be concerned about compliance.

Deskera accounting systems assist you in meeting regulatory requirements. Keeps track of all your company's data and takes into consideration all applicable regulations. It also reconciles your finances, which aids in the preparation of your tax returns. Deskera Books also ensures that there are no errors in tax reporting and that all compliance is up to date.

• It is simple to use, set up, and deploy

Deskera is quick and straightforward to set up. The quicker setup provides organizations with more efficient and productive time to focus on the business side of changes. It is also less costly than conventional corporate apps. It also facilitates deployment following your company's needs, lowering your overall cost and increasing your return on investment.

• It provides a solid and effective financial reporting solution

Deskera Books System provides a systematic and organized financial reporting solution that can assist your company in making better and wiser decisions by providing rapid access to data.

• It also offers entries in the Auto Journal

All your transactional journal entries, such as invoices or forex gains/losses, are automatically produced and linked to the appropriate general ledger account for accurate reporting.

• It also offers an Email marketing option, which might help you generate more leads

You can use this systematic technique to import or build lists, segment customers, and pick or construct a template. Then you can just publish it and send it.

By doing this, you can increase your lead generation and keep your subscribers engaged. In addition, you can schedule conversion-focused email campaigns whenever you want. 

• It gives CRM facilities

Deskera CRM has both sales and financial features, making it simple to organize and track your sales. You just make a contract, and after the deal is completed, you simply produce an invoice and a payment in Deskera. There will be no toggling between applications or data entering in two apps.

• It helps you to manage your bookkeeping for your business

Deskera enables you to capture invoices and payments while on the go. It can track income and expenses in real-time with a single click, as well as manage sales, employee expense claims, and attendance for your firm.

• It provides an integrated system for your company

The Deskera integrated suite's brilliance resides in how the many modules connect, and you do not have to retain data in numerous locations. This program not only provides a cost-effective and straightforward solution but also helps to simplify your overall business. Deskera's integrated solution enables you to reduce operating expenses while increasing productivity.

Pricing & Plans

Deskera plans and pricing are simple. It provides you enterprise-level features at small pricing. It has three plans for your business to get complete power control and customization that you are expecting. Apart from all this, you only need to pay the power users and to add employees and teammates features are free. It also provides 15 days trial free for you.

1. Startup- This Plan costs $29 per user per month if you buy a yearly subscription, whereas it costs around $35 per user per month if you buy a monthly subscription. This Plan is an ideal choice for your new business and includes all-in-one dashboard features for you and can run payroll for 15 employees and create 30 invoices $ bills. It also has features as email and chats support, and you can create your own sales pipelines.

2.  Essential- This Plan costs $49 per user per month if you buy a yearly subscription, whereas it costs around $58 per user per month if you buy a monthly subscription. This Plan is an ideal choice for growing business and includes all-in-one dashboard features for you and can run payroll for 30 employees and can create unlimited invoices $ bills. It also has features as email and chats support, and you can create your own sales pipelines.

3. Professional - This Plan costs $99 per user per month if you buy a yearly subscription, whereas it costs around $119 per user per month if you buy a monthly subscription. This Plan is a perfect choice for the companies that need advanced features and custom reporting. It includes all-in-one dashboard features so you can run payroll for 100 employees and can create unlimited invoices $ bills. It also has features as email and chats support, and you can create your own sales pipelines. It also includes features like apply and approve leaves and expenses.

Pros

• A good substitute for software such as QuickBooks or Zoho. CRM, HRS, Accounting, and E-commerce are all included.
• They also provide outstanding client service.

Cons

• Project management and time tracking are currently unavailable.
• It must be possible to conceal non-utilized features.

Conclusion

Deskera is a system that organizes and manages organizational data and information to connect business processes. It is the most dependable method for organizations to manage data and provide consistency, uniformity, openness, and visibility throughout the company and departments.

FAQs

Q. Can I alter or upgrade my plan at any time?

Ans. Yes, you can upgrade and change your Plan at any time.

Q. How to contact Deskera Customer Service?

Ans. You can contact Email them at @caredeskera.com or even contact them on the available chat system.

Q. What is the purpose of Deskera?

Ans. Deskera is an ERP system. Deskera provides the following features:

Project Management for Purchasing

Dashboard

Accounting Administration

CRM

Asset Management 

Financial Administration

Human Resource Administration

Inventory Management,

 Sales Management

Supply Chain Management,

and Warehouse Management.