CRM

by Akaunting Inc

Track customer journey. Manage contacts, leads, opportunities, and pipelines

Streamline Your Customer Relationship Management

Track every step of your customer interaction and build better business-client relationships. Add contacts, qualify leads and update your sales pipelines with ease. Optimize time management, and deliver personalized customer services.

Contacts

Add unlimited contacts to your CRM with detailed information, including company, currency, acquisition stage, and contact owner. You can define acquisition sources for each contact to get insights into which marketing efforts/platforms yield the best result.

Contacts

Companies

Create and manage companies. Define a default Currency and Stage for each customer in the company. Add, Delete and Update records to keep a clean list of contacts.

Companies

Ready to start? Install the CRM today.

Deals

Open deals and track every step of the customer journey from the proposal to the winning stage. You can customize your pipeline stages, create new ones, and filter based on status - Open, Won, Lost, or Deleted.

Deals

Activity Log

Keep tabs on every company/customer interaction to gain insight into the time spent managing contacts or moving them from one acquisition stage to another. See daily logs of activities, such as call/meeting schedules, notes, emails, deals, and tasks.

Activity Log

Reports

Generate reports that provide insights into the performance of your customer acquisition efforts. See a breakdown of leads, opportunities, and subscribers acquired within a financial year and develop strategies to improve them accordingly.

Reports

Generate Invoices

Connect invoices to contacts in your CRM and easily reconcile transactions for accurate accounting. Contacts created in CRM are auto-synced with your Akaunting customer data, easing your process of generating invoices for every closed deal in your CRM pipeline.

Generate Invoices

Full Features

  • Schedule Calls and Meetings
  • Create tasks for Companies/Contacts
  • Add multiple contacts
  • Add multiple companies
  • Add notes/descriptions to Companies/Contacts
  • Generate Activity and Growth reports
  • View detailed Activity logs
  • Send custom emails
  • Open, Win, and Close deals
  • Connect invoices to deals

Full Features