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.
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 and updates
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
Billed monthly.
Or ₺102/mo if paid yearly
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You save $612 a year!
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(27) Yorum
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This app provides a great user friendly interface which almost breaks down the our sales processes into finer activity detail in an almost customized manner. This makes it very easy to track our sales process from any and everywhere. It also integrates into our mailing system with utmost ease, as a result sending and receiving details via Akaunting comes very easy.
This app is flexible and intuitive, it allows us to give priority to our potential customers, since we can organize our communications by email, so we did not spend anything important overlooked.
It gives us consistent reports of our sales that help us identify strengths in our business strategies. Visibility throughout the sales process is undoubtedly one of its best features.
Also, their tech support and customer service are white-glove like.
The best part I like is the visual appearance of the pipeline and timeline. I can easily access all the information that I need to track properly the flow of prospects behavior and apply proper steps to engage them accurately.
The custom reports are also great, I love data, and I am able to have great and most accurate statistical data to further develop the sales funnel my company requires.
Very easy to setup and get going. Technical support is fantastic. Lot's of features and customization is available if you need something that's not in the base app.
Would definitely recommend CRM to all Akaunting users. As a CRM system, what you put in is what you get out, so it does take some work and many eyes to get the system up and running, but it gives you more information due to the Akaunting seamless integration. For a small business on Akaunting it makes perfect sense to use CRM app, which I have found more and more by using it.
Showing 21 to 25 of 27 reviews
