CRMConnect your customers, prospects and financial data with CRM built-into your accounting software.
Increase sales and loyalty
Know exactly what customers buy and their purchasing habits. Improve the customer experience and increase sales by instantly viewing a client’s history e.g. top products purchased, purchase frequency, recent comments or outstanding quotes.
Integrate discussions with ease
Capture and centralise all correspondence with customers to reduce the reliance on individual staff relationships with clients. Store unlimited contacts and departments per company, and categorise these for easy follow up and analysis.
One complete system, no silos
Store and share all customer and prospect interaction with CRM embedded throughout the accounting software. Forget integration hassles and data duplication. Instead focus on the key areas of sales, service and marketing.
Professional marketing promotions
Create professional mass campaigns by sending HTML emails to individuals or businesses. Personalise responses by merging both contact and accounting data. Target promotions towards new leads or select specific customers based on previous purchases. Contact history is updated automatically.
Faster debtor payments
Collect outstanding payments before customers place new orders. CRM history includes credit status, payment history, comments and email correspondence such as payment promises. Transactions such as past invoices are immediately available for instant analysis.
Customisation and reporting
Customer and prospect information is just a click away. Manipulate standard on-screen views e.g. to change the sort order or highlight overdue invoices in red. Add additional views and customise reporting for maximum CRM efficiency.