How Does Calling Work in Deskera?

In handling customer relationships, timing and communication are of utmost importance. Deskera, a widely used business platform, recognizes this and includes calling features in its CRM. This gives sales and support teams the power to dial leads, touch base with customers, and close deals without having to switch tabs or use standalone dialing equipment. It aims to make outbound calling easier and team communication at scale better.

But Deskera performs best when it is integrated with a clever cloud phone utility such as FreJun. With FreJun, companies can log calls automatically, view real-time information, and expand their calling activities without missing valuable information. Deskera and FreJun, together, form a robust calling system that merges CRM organization with simple voice communication, enabling companies to convert quicker and work more efficiently.Deskera’s Calling Functionality

Deskera’s Calling Functionality

Deskera CRM comes with an in-built calling feature, which enables users to receive and make calls within the application itself. This feature eliminates the inconvenience of toggling between applications or third-party dialers, thereby making communication easier for sales and support teams. With a few clicks, users can reach out to leads, customers, or partners directly from the CRM dashboard. This in-built feature not only saves time but also makes calls more efficient overall. It is designed to help teams stay focused and organized when dealing with high-volume outreach.

Aside from its calling functionalities, Deskera also automatically logs all call activity with timestamps, call outcomes, and call notes made. This ensures that all calls are carefully logged so they can be accessed easily in the future. The platform also keeps a vast contact history, making follow-ups more informed and effective. Inbound or outbound calls are easily traceable and managed within the system. Integrating Deskera with FreJun further automates call handling and recording, making workflows even more efficient so teams can stay focused without needing manual updates.

Steps to Make Outbound Calls in Deskera

Making outbound calls from Deskera is simple and intuitive. Here’s a step-by-step guide to get you started:

1. Log into Deskera CRM

Access your Deskera dashboard using your login credentials. Ensure you have the necessary permissions to make calls from within the platform.

2. Navigate to the Contact or Lead Profile

Head to the “CRM” section and select the contact or lead you wish to call. You’ll find all relevant information like phone numbers, previous interactions, and notes on this screen.

3. Click the Phone Icon

Next to the contact’s phone number, you’ll see a small phone icon. Clicking this icon initiates the call process. If you’ve connected a dialer like FreJun, this action will automatically route the call through the chosen integration.

4. Select Your Dialer (e.g., FreJun)

If you have multiple dialers or calling tools connected, you may be prompted to choose one. Select FreJun for a seamless calling experience with features like auto-logging, call recordings, and CRM sync.

5. Start the Call and Engage

Once the call connects, you can take live notes directly within the contact’s profile. After the conversation, update the status, add follow-up tasks, or trigger automated workflows based on call outcomes.

Key Features of Deskera Calling

Deskera’s calling functionality is designed to help teams streamline communication while maintaining full visibility into customer interactions. Below are the core features that make it powerful and effective:

1. Click-to-Call

With Deskera’s click-to-call feature, you can initiate a phone call directly from any contact, lead, or deal page within the CRM. There’s no need to manually dial numbers or use a separate device. This not only speeds up the calling process but also reduces dialing errors and improves efficiency, especially during high-volume outreach campaigns.

2. Auto Call Logging

Every call made or received through Deskera, whether it’s answered, missed, or even dropped, is automatically logged into the system. This ensures that every interaction is tracked without requiring reps to manually input details. With logs that include timestamps, duration, and call outcomes, your team gets a complete communication history at a glance.

3. Smart Notes

During or after a call, users can add notes directly into the contact’s timeline. These notes are timestamped and saved with the call record, helping teams retain context for future conversations. Whether it’s customer preferences, objections, or next steps, Smart Notes ensure no critical information is missed.

4. Built-in Analytics

Deskera offers native analytics dashboards that provide insights into calling activity across your team. Monitor metrics like call volume, success rates, average duration, and individual agent performance. This data helps managers identify bottlenecks, set realistic KPIs, and optimize team productivity over time.

5. Integration Support

Deskera supports seamless integration with third-party cloud telephony solutions like FreJun. By connecting FreJun, you unlock additional features such as predictive dialing, voicemail drop, call recording, and automated CRM updates, perfect for scaling sales and support operations efficiently.

Benefits of Using Deskera with FreJun

Pairing Deskera with FreJun transforms your CRM into a high-performance calling hub, built for speed, automation, and actionable insights. Here’s how this integration boosts your team’s communication workflows:

1. No manual updates required

FreJun automatically logs call details such as time, duration, and outcome into Deskera. This eliminates the need for manual data entry, saving hours of admin work each week and ensuring your CRM is always up to date.

2. Simplified bulk calling and campaigns

With FreJun’s built-in auto-dialer, you can schedule outbound call campaigns and follow-ups at scale. It allows reps to focus more on conversations and less on dialing, resulting in improved outreach speed and volume.

3. Instant access to call recordings

All calls made through FreJun are securely recorded and stored. Managers can quickly access these recordings within Deskera for training, coaching, or compliance purposes, enhancing quality assurance across the team.

4. Smarter lead prioritization

FreJun provides actionable call analytics that feed into Deskera dashboards. This helps sales teams identify engaged leads faster, prioritize callbacks, and close deals more efficiently based on real-time engagement data.

5. Higher calling productivity per rep

Teams using FreJun make significantly more calls per day per rep. With fewer manual steps and smarter call automation, sales reps can connect with more leads in less time, without sacrificing call quality or personalization.

Key Takeaway: Deskera becomes exponentially more powerful when integrated with FreJun, unlocking automation, analytics, and volume calling capabilities ideal for fast-paced, high-performing teams.

How FreJun Seamlessly Integrates with Deskera

Deskera and FreJun integration is simple, quick, and doesn’t require any technical knowledge. You can add sophisticated features that optimize workflows and boost performance to your calling setup in a matter of simple steps. When you link FreJun with Deskera, you can access the following:

With FreJun and Deskera working together, your team gets a seamless calling experience from auto-logging and call recordings to real-time insights, all within your CRM. It’s a hassle-free way to modernize your communication, reduce manual tasks, and focus more on closing deals. If you’re aiming for smarter workflows without the complexity, this integration is the way to go.

FreJun-Powered Best Practices for Sales Teams

Adopting straightforward procedures that improve your team’s lead tracking, calling effectiveness, and overall sales performance is crucial if you want to get the most out of the Deskera and FreJun integration.

• With FreJun’s auto-dialer, your team can manage many calls without having to do it by hand. This lessens fatigue from repetitive tasks while increasing daily outreach.

• Consistent data capture is ensured by logging call outcomes using pre-defined templates. Additionally, it keeps the CRM accurate, clean, and usable at all times.

• Reviewing call recordings once a week enhances the quality of the conversations. Additionally, it provides managers with information about coaching opportunities and consistent messaging.

• FreJun’s engagement insights let you divide up leads according to how responsive they are. This aids your team in allocating time to the most likely-to-convert leads.

• No lead is overlooked when Deskera follows up is automated based on call outcomes. Closing rates can be significantly impacted by timely reminders.

• Manual updates are decreased when FreJun’s automation tools are combined with Deskera’s CRM workflow. Your team can now devote more time to deep discussions.

Key Takeaways

Teams can connect with leads more efficiently with Deskera’s native calling features, but the real magic occurs when you combine them with FreJun. This potent combination streamlines outbound correspondence, cuts down on manual labor, and integrates automation into your CRM process.

• With automated call logging and contact history tracking, Deskera enables direct calling from the CRM.
• With features like CRM syncing, call recording, and auto-dialing, FreJun improves the experience.
• Without compromising call quality, teams can increase call volume and decrease administrative work.
• FreJun and Deskera work together to help sales representatives concentrate less on monotonous work and more on conversations.

Final Thoughts

Deskera provides a dependable, integrated calling system that streamlines team communications with leads and clients. It keeps users responsive and organized with features like contact history, auto-logging, and click-to-call. By managing calls without switching tools, sales representatives can streamline daily operations. For teams looking for a single platform for communication and CRM, it’s a good option.

But adding FreJun elevates the Deskera experience to a new level. FreJun’s sophisticated features, such as call recordings, auto-dialing, and intelligent follow-up automation, reduce tedious work and increase call productivity. It makes it possible for improved performance monitoring, quicker lead conversions, and more efficient teamwork. FreJun and Deskera work together to produce a potent calling configuration designed for contemporary, successful sales teams.

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Further Readings – How to Make Outbound Calls from HubSpot in India (Step-by-Step Guide)

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