Customer Relationship Management (CRM)

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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
Adding a New Contact

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

Managing Contacts
Managing Contacts

Managing contacts on Akaunting

Adding a Company in CRM
Adding a Company in CRM

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

Managing Companies in CRM
Managing Companies in CRM

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

Creating a Deal in CRM
Creating a Deal in CRM

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

Managing a Deal
Managing a Deal

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

Changing the Status of a Deal
Changing the Status of a Deal

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

Viewing CRM Activities and Schedules
Viewing CRM Activities and Schedules

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

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

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

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