Generate invoices with customer data from your CRM
Synchronize client details on demand into Akaunting and create invoices for easy reconciliation of transactions.
Streamline your CRM & Accounting processes
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.
Don't lose sight of your leads
Effectively track and manage your sales leads. Make smooth the process of creating and managing prospective clientele database.
Ready to start? Install the CRM today.
Never miss a deal!
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.
Simple no-tricks pricing
Increase your productivity
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.
What's included
-
Pay-as-you-go
-
Unlimited installation
-
Updates & support during the subscription period
-
Secure cloud storage
Learn More
Monthly
Yearly
$8
$5
$60
per month
Billed yearly.
You save $32 a year!
I want to use my own server.
Screenshots
Reviews
(19) Review
-
5
- 95%
-
4
- 5%
-
3
- 0%
-
2
- 0%
-
1
- 0%
Gavin
06 Apr 2020Very 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.
Hugg
28 Mar 2020Would 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.
Chris
03 Mar 2020
Our company recently subscribed to this app. We use Akaunting and it works as expected once it's set up.
This will become our main tool once we're done getting it tweaked.
Gregorio
10 Feb 2020I'm a small business owner and I've used Salesforce and Agile CRM. They are both capable and have a million features, but they are overkill for 95% of sales application in a small business. Using built-in CRM has been a pleasure. It flows reasonably and I love how a customer is easily tracked from lead to opportunity to project.
Showing 16 to 19 of 19 reviews