Sales pipeline interface

Surf Accounts allows you to record sales opportunities against customers and prospects.

Value and weighting can be applied to start to build and maintain sales staff pipelines. Dashboards allow you to reflect the sales pipeline through a graphical funnel and also in figure table format.

Sales Pipeline

Easily manage your business sales pipeline. Add opportunities and track their progress. See the opportunity flow through to invoicing. See how well your sales staff are performing.

Sales Chart

Click on the chart icon to see the sales pipeline funnel which represents the up to date values.

Opportunities

The new opportunity screen allows you to specify the type of opportunity, source, stage as well as set a value and weighting.

Diary
Each sales consultant can easily maintain their diary appointments. Appointments can be updated anytime and anywhere. Regional holidays will be automatically populated. Set your diary display to daily, weekly or monthly.
Activities
Surf Accounts allows you to add new phone calls, meetings, tasks and notes onto any contact. This is a very useful way to keep track of the sales activity.

You're in good company

All plans include

Smart Invoicing

Create stylish invoices, email them to customers along with payment details and see when they have been opened. Read more

Pay & Get Paid

Auto pay button on invoices Read more

Easy VAT

Full Irish and UK VAT reporting including VAT3, RTD, VIES & INTRASTAT built in. Read more

Bank Reconciliation

Import your bank statements directly to save time on postings & easy reconciliation. Read more

SEPA Payments

Pay suppliers by generating a SEPA file which may be submitted to your bank. Read more

Multi-Currency

Invoice your clients in any currency with daily updated exchange rates. Read more

Produce Quotes & Orders

Track any won or lost sales on the system. Quotes and orders are automatically transferred to invoicing.  Read more

Handle Inventory

Maintain a full product catalogue. Add additional items and view stock levels. Read more

Business Divisions

Take sections of your business and measure their costs and profitability by division.

Time Tracking

Record details and keep track of prospects for future reference.

Contacts

Record details and keep track of prospects for future reference. Read more

Sales Pipeline

Track opportunities from calls through to quotations and manage the process into a pipeline funnel. Read more

CRM

View orders, quotes, account transactions and balances for every customer. Read more

Reporting & Dashboards

Clear and simple dashboards, gives you all the key figures. Read more

Reporting

Get the numbers that are important to you, by customising a report with easy to read graphs and data. Read more

Mobile

Run your business from the
palm of your hand with our
free downloadable App. Read more

Security

Microsoft Azure security Hosted in Microsoft's European data centre in Grange Castle, Ireland. Read more
Need help or have questions? Lines are open Monday-Friday 09:00-17:30.
Call +353 1 494 0580

Or email us at: info@surfaccounts.com

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