Generate invoices with customer data from your CRM
Synchronize client details on demand into Akaunting and create invoices for easy reconciliation of transactions.
Track every step of your customer journey with Akaunting's CRM App - manage qualified/unqualified leads, open/closed opportunities, and analyze wins/losses for accurate forecasting into your sales pipeline.
Synchronize client details on demand into Akaunting and create invoices for easy reconciliation of transactions.
Effectively track and manage your sales leads. Make smooth the process of creating and managing prospective clientele database.
With a clear view of deals, you can easily access all the details of deals. Add clients' details such as name, email, phone number, address, and other important information with just a few clicks.
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 installation
Updates & support during the subscription period
Secure cloud storage
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Billed yearly.
You save $32 a year!
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(19) Review
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The plugin provides a great solution for keeping track of prospects, where they are in the sales process, how much revenue has been won/lost, and key metrics for focusing efforts in the most worthy activities.
It's so intuitive and sleek design. Has everything you need for your sales efforts
It is quick to get started with and intuitive for sales people to use.
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.
Showing 11 to 15 of 19 reviews