Customer Relationship Management (CRM)

Estimated reading: 1 minute

Add, Manage, and Update contacts on Akaunting’s Customer Relationship Management (CRM). Create pipelines, convert leads into deals, and simplify customer journey tracking.

Adding a New Contact

Managing Contacts

Managing contacts on Akaunting

Adding a Company in CRM

Managing Companies in CRM

Creating a Deal in CRM

Managing a Deal

Changing the Status of a Deal

Viewing CRM Activities and Schedules

Adding a New Pipeline, Activity, and Customer Stage in CRM

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