Customer Relationship Management (CRM)

Add or Import contacts to your CRM. Create tasks, schedule meetings, and

Managing contacts on Akaunting

Add companies to CRM. You can track the activity log of a

Manage your list of Companies from the Companies page. Managing Companies in

Create deals and monitor the progress of prospects in your acquisition pipeline.

You can create and manage your deals on Akaunting. Add activities and

Changing the status of a deal is an important aspect of managing

Viewing CRM activities and schedules is an essential feature of the Customer

Adding a new pipeline, activity, and customer stage to CRM can help