CRM & Sales
CRM That Talks to Your Accounting — Zero Integration Needed
Visual Kanban pipeline, lead scoring, deal stages, and sales forecasting — all connected to your invoicing, inventory, and accounts in one platform.
The problem
Why Siloed CRM Tools Hurt Your Business
CRM data and accounting data live in separate systems — deals close but invoices are delayed.
Sales teams waste time manually copying customer data between tools.
No visibility into which deals actually generated profit vs just revenue.
Expensive standalone CRM subscriptions add up for SMEs on tight budgets.
Capabilities
Everything you need, built in
Every feature included in your subscription — no add-ons, no hidden costs.
Visual Kanban Pipeline
Drag deals between custom stages: Prospect → Qualified → Proposal → Negotiation → Won/Lost. See your full pipeline at a glance.
Lead Management
Capture leads from any source, assign to sales reps, set follow-up dates, and track interaction history.
Deal Tracking
Attach products, services, and pricing to each deal. Convert won deals directly into sales orders and invoices.
Custom Pipeline Stages
Configure stages to match your exact sales process. Add probabilities, expected close dates, and required fields per stage.
Sales Reports
Win/loss analysis, pipeline value by rep, deal velocity, and conversion rate reports — updated in real time.
Contact Linking
Every deal links to your contacts database — full transaction history, communications, and account balances in one view.
Outcomes
The business impact
01
Deal-to-Invoice in One Click
Won a deal? Convert it to a sales order and invoice instantly — no re-entering data.
02
Full Revenue Visibility
See pipeline value, closed revenue, and collection status side by side with your P&L.
03
Eliminate Duplicate Work
Customer data entered in CRM flows automatically into accounting, invoicing, and dispatch.
Who it's for
Who uses this module?
Track proposals, follow up on leads, and convert won projects directly to invoices.
Manage bulk order negotiations, track quote-to-order conversion, and forecast pipeline revenue.
Track client engagements, renewal dates, and upsell opportunities with full history.
Manage property inquiries, viewing appointments, and offer negotiations in one pipeline.
It's not an integration — they're the same platform. CRM deals share the same customer master, pricing, and chart of accounts as your accounting module.
Ready to simplify your business?
Start your subscription today — all modules included, no hidden fees, set up in under an hour.