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Sales Pipeline

Bring your sales to life and manage everything in one place.

Accelerate your sales and gain reliable growth.

Sales Pipeline

Easily manage your business sales pipeline. Track sales opportunities against customers and prospects, manage the process into a pipeline funnel.

Reporting

Track your sales process and get a better visual. Track sales as they process and move through the sales funnel. Always know how your team and each individuals are performing.

Opportunities

Add new business opportunities and track the progression flow through milestones. Close business easily and stay on top of sales pipeline.

Online 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.
Sales Tracking
Add new phone calls, meetings, tasks and notes of prospects. Keep tracking sales activity.

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

Online Payments

Save time on payments. Online payments allows you to pay vendors easily. Read more

Easy VAT

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

Bank Reconciliation

Connect your bank accounts to Surf Accounts for simple Bank Reconciliation. Read more

SEPA Payments

Speed up the time to pay suppliers with SEPA payments. Read more

Multi-Currency

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

Quotes & Orders

Streamline your sales process. Send quotes automatically to invoicing. Read more

Stock

Track sales and purchases. Get real time 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

Track prospects, check quotes and orders, transactions and balances for all customers. Read more

Reporting

Create smart and customised reports to suit your business. Read more

RCT

Relevant Contract Tax. User can select the withholding amount on payments made/received for subcontractors as per revenue.

Surf Accounts App

Run your business on the go with Surf Accounts App. Available for iOS and Android. Read more

Security

Secure and reliable accounting software. Microsoft Azure securely 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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