If you have a business you NEED Deskera P.E.R.I.O.D
I am a solopreneur digital freelancer who was looking for a simple solution to do the accounting and help with GST filing( I hate accounting stuff but not yet at a stage where I can outsource it)
Then I came across the deskera platform and signed up. On the first look Deskera looks a bit too much for a freelancer, but trust me, once business grows you will be so thankful that you started using it much earlier.
Essentially 3 sections of Deskera
- Books
- Estimating, invoicing & logging payments
- Purchase Requests, Billing and Payment to vendors.
- Bank account integration to import transactions.
- Reports both for Regulatory requirements and for business data.
- Sales
- Super powerful CRM - much much beyond what I had imagined I would get. Forms, contacts, segmenting, email campaigns, SMTP integration to send emails from own server, workflow automation.
- Integrations with woocommerce, paypal, stripe and major payment processors.
- Customer Support Portal and Ticket resolution center
- Customer lifecycle management
- People
- Complete HRMS solution. Not something I personally am concerned with as of now, but definitely something for the future.
What I would wish -
- Video tutorials of USE cases for digital agencies like mine.
- Direct integration with GST portal for seamless GST filing in India. Please make accounting and regulatory filing easy for me.
- More integrations ( like zoom for example to book meetings with prospects/leads)
Overall the UI is awesome. The roadmap looks superb! More than enough for my stage of business. So happy and proud to have an Indian team behind this product.