Efficient Multi-Contact Creation:
Quickly add multiple contacts to your system, reducing data entry time and simplifying contact management.
All Premium Features
Features Description of
Inquiry Management
Reminders & Follow-Ups
Quotation
Order Management
Sales Invoice
Purchase Order
Purchase Invoice
Inventory Management
Account Management
Reports & Statistics
Attendance Management
Pin to Pin Location Tracking
Visit Management
Team Expense Management
Team Salary
Features Description of
Our Deskflow CRM
Contact/Lead Management
Easily Create Multiple Contacts & Manage Follow-Up History with CRM Software
Easily create and manage multiple contacts while keeping a detailed history of follow-ups. This streamlined process helps you stay organized, improve client relationships, and ensure no interactions slip through the cracks.
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Comprehensive Follow-Up History:
Keep a complete record of interactions for each contact, making it easy to track conversations and follow-up actions.
Inquiry Management
Easily Manage Inquiry & Their Follow-Ups With Smart CRM Software
Capture customer inquiries effortlessly and stay ahead with structured follow-up management. Streamline your communication process, ensure timely responses, and convert inquiries into loyal customers through smart automation and tracking tools.
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Quick Inquiry Creation
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Smart Follow-Up Scheduling
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Track Inquiry Status in Real-Time
Process Automation
Convert Leads into Customers & Manage Orders with CRM Software
Simplify inventory management with bulk product uploads and detailed tracking of inventory changes. Easily manage stock levels, product data, and movement history in one centralized system to improve accuracy and avoid stockouts.
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Seamless Lead-to-Customer Conversion
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Efficient Order Management System
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Real-Time Data for Process Optimization
Smart Tools
Simplifying Software Control Through AI, voice commands, & smart shortcuts
Access Out is an AI-powered accessibility tool that simplifies software usage through voice control, intelligent automation, and customizable shortcuts. Designed to enhance productivity and usability, it enables users to interact with digital tools hands-free and more quickly, making technology more accessible for everyone.
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Operate apps with simple voice commands.
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Get smart suggestions and automate routine tasks.
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Use shortcuts to boost productivity instantly.
collaboration
Multi-User Access with Role-Based Permission System
Enable smooth collaboration across teams with a unified platform that supports multi-member access and integrates seamlessly with multiple tools. Improve efficiency, enhance data synchronization, and streamline workflows by connecting essential platforms and empowering team members to work together in real time.
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Real-Time Location Tracking
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Field Sales Automation
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Attendance, Expense & Visit Logs
Products Management
Bulk Product Entry with Pricelist Management & Inventory Tracking
Simplify inventory management with bulk product uploads and detailed tracking of inventory changes. Easily manage stock levels, product data, and movement history in one centralized system to improve accuracy and avoid stockouts.
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Quick Bulk Product Uploads
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Efficient Order Management System
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Real-Time Data for Process Optimization
Multi-Reminder
Automated Follow-Up Reminders with Calendar Notifications
Enable smooth collaboration across teams with a unified platform that supports multi-member access and integrates seamlessly with multiple tools. Improve efficiency, enhance data synchronization, and streamline workflows by connecting essential platforms and empowering team members to work together in real time.
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Custom Multi-Reminder Scheduling
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Automated Follow-Up Notifications
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Boost Task Completion & Response Rates
Products Management
Multi Platform Integration & Sync Data Seamlessly from Multiple Sources
Empower your team to stay connected and productive anytime, anywhere. Our multi-platform integration ensures that your CRM data syncs in real-time across all devices, enabling effortless customer management on the go.
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Unified Experience on Mobile, Web & Desktop
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Real-Time Data Sync & Access
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Secure Login with Role-Based Permissions
Why choose our app
Question & Answer
FAQs - Frequently Asked Questions
Our app simplifies your business tasks like sales, billing, and follow-ups and contact management.
It saves time, increases efficiency, and improves customer relationships.
Overall, it helps you grow your business smoothly & Automatically.
A CRM helps improve customer experience, streamline operations, increase sales & support , and provide insights through analytics and reporting.
No, We are offer Ready to use Software Our software very flexible to customize your self as per your needs
We integrate with platforms like Indiamart, Tradeindia, Justdail, Facebook
Yes, our CRM is used across industries like Service, Manufacturing , trading and any single owner business.
Yes, we have Excel Import Features to migrate data from other software to ensure a smooth transition.
Yes, the interface is user-friendly and doesn’t require technical skills. Support is available if needed.
No, It’s a cloud base Software
Yes, our CRM supports global businesses with language and currency localization for data entry.
Yes, regular software updates are free of cost.
You get new features as per your plan purchased, security patches, and improvements.
No extra payment is needed for updates.
Whatsapp Automation, contact management, sales pipeline tracking, Expense & inventory management & All Reports.
No, we don’t have a IVR right now
Yes, we offer pre-configured templates and pipelines for various industries to speed up setup.
Yes, our CRM supports both B2B and B2C customer records.
All core features are available during the trial period so you can evaluate the full platform.
Yes, the CRM is cloud-based and accessible from desktop, tablet, and mobile devices.
Not right now
We have Mobile number duplication for Contact creation for unique data generation .
We accept Credit/Debit Cards, Net Banking, UPI, Wallets & Bank Transfers.
Multiple payment options are provided for customer convenience.
Choose your preferred method during checkout.
No EMI facilities available.
Absolutely. A proper GST-compliant invoice will be generated and sent to your registered email
automatically after payment.
No, we maintain full transparency in our pricing.
All charges, including taxes, are clearly shown before payment.
There are no hidden fees or surprise costs after purchase.
Contact support with your transaction ID immediately.
We’ll verify and update your payment status quickly.
Your money is safe and will be resolved soon.
Refunds are available as per company refund policy.
Usually valid within 7 days for genuine cases.
Please check refund terms before purchase.
No, You'll get a prior renewal notification email & WhatsApp.
You can renew your subscription manually.
Go to Account Settings -> Profile -> choose "Delete Account.
Your data will be permanently removed after confirmation.
For any issues, contact our support team.
We use advanced encryption to protect your data from unauthorized access.
Regular backups ensure your data is safe even in case of system failures.
Data is securely stored on Indian cloud servers with regional data centers with full security & backup system
Go to login page enter your mobile number and proceed.
You will receive a one-time-password (OTP) to your registered mobile number & email address.
If needed, contact support for manual recovery.
Your data is encrypted and stored securely on trusted servers.
We never share or sell your personal or business data.
Strict privacy policies ensure complete data confidentiality.
Yes, regular backups and disaster recovery protocols are in place to ensure data integrity.
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You can reach us by sending an email to support@deskflowcrm.com
Our team will respond within 48 working hours.
For urgent queries, mention 'High Priority' in the subject line.
Premium users get priority customer support.
Includes email, and chat assistance with faster response.
Also, access to exclusive training and updates.
Yes, We have attractive mobile apps for IOS and Android.
Yes, we offer onboarding Online Meet sessions to help you get started.
Yes, support is available via chat + Support Ticket and outgoing Call depending on your plan.
Yes, we support data imports from spreadsheets (Excel)
Yes, you can setup your workflow for automation based on available template only
Yes, live chat support is available during 10 AM to 6 PM on Monday to Friday.
Click on the chat icon on our website/app for instant help.
Our team will assist you in real-time for faster resolution.
Yes, our CRM is a cloud-base.
Yes, we offer documentation, video tutorials, and live training sessions.
Implementation can take from a few hours, depending on your requirements and data migration needs.
Yes, you own your data and can export it at any time. By Email we provided Data Backup File as per request
Multiple Report we have in our software you can use it as needed based on your plan your suggestion are accepted in this module
Yes, you can automate repetitive task in our CRM