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.
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.
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.
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.
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.
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.
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.
By subscribing, you don't have to worry about any kind of upgrade costs. Just keep using the software and enjoy all the new features as long as your subscription lasts.
Pay-as-you-go
Unlimited companies
Top-notch support
Secure cloud service
Learn More
By subscribing, you don't have to worry about any kind of upgrade costs. Just keep using the software and enjoy all the new features as long as your subscription lasts.
Pay-as-you-go
Unlimited installations
Top-notch support and updates
Your self-hosted server
Learn More
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(27) Review
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Good to build a strong customer base. Also, Melda was very helpful with my questions. Thank you.
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.
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