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.
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.
