CRM Software
Use Surf Accounts to record all customers, prospects, business and personal contacts.
Drilldown into accounts and see invoices, receipts as well as aging. Click to send emails or SMS messages. Easy to update contact information.
Contacts
Add business and personal contacts or find a contact using the search bar or the quick A-Z category selection.
Quick Business Card
Use the QCard to add simple contact details such as name, company name, mobile number and email.
Customer Account
Sales staff can maintain their own diary appointments as well as manage their follow-up activity logs.
Customer View
See all the activity that has occurred with this customer. See any current quotes or orders. See all sub contacts. See everything you need to know about your customer in one place.
Customer Accounts
Show all transactions will display the history of the account with all present and past invoices and payments.
You're in good company
Key Features
Online Invoicing
Create professional invoices. Receive updates when they’re opened. Get paid quickly with our pay now button on invoices. 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
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.
Sales Pipeline
Track opportunities from calls through to quotations and manage the process into a pipeline funnel. Read more
Financial Reports
Get the numbers that are important to you, by customising a report with easy to read graphs and data. Read more
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No credit card required
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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