CRM
Customer Relationship Management Streamlined
This app allows you to monitor and analyze every step of the customer journey. You can manage qualified and unqualified leads, track open and closed opportunities, and analyze customer wins and losses for accurate forecasting into your sales pipeline.
Features:
- Get a bird's eye view of the CRM from the dashboard
- Prioritize customers using life stages and compartmentalize your service
- Log activity of calls, meetings, emails, and SMS that have already taken place
- Send email to your customers directly from their profile, within the app
- Add notes and comments in customers' profile
- Schedule a meeting/call directly from inside the app
- Manage all schedules from calendar and filter by day, week, month
- Quickly assign tasks to any of your representatives and set the deadline
- View activity, customer, and growth reports
- Create deals and enter their stage, value, close date and assign to the customer
- Create multiple deal pipelines and customize their stages as per your needs
- See your deal progress, activity progress, deals won and more
- Track all deal activities by call, meeting, task, email, and more
Run a better sales process - with 360º lead and deal management.
Dashboard
Contact List
Contact Create
Contact Show - Note
Contact Show - Email
Contact Show - Log Activity
Contact Show - Schedule
Contact Show - Task
Company List
Company Create
Company Show
Activity List
Activity Show
Reports
Settings
Deal Create
Deal Index
Deal Show
Deal Won
Invoice
| Developer | Akaunting Inc |
| Version | 2.0.11 |
| Compatibility | 1.x 2.x |
| Added | 08 Aug 2019 |
| Updated | 2 months ago |
| Category | CRM Report |
| Documentation | N/A |
It has a look that even if I’m not that tech guy, it’s very user friendly and easy to use.
It’s working well including necessary features for my business and it’s not something complicated which makes it very useful.
Having all sales information and marketing function in one place is really beneficial for our company. Being able to manage accounting, marketing, and deals on the same software is what makes Akaunting so great for our company.
It is great to have a chance to know every customer and go to them with special solutions. CRM app makes this true.
I am working with particular customers and CRM's schedule section suits great to my business. It makes it easy to follow my appointments with customers and I'd definitely recommend this app to build strong customer relations.