facebook

Customer Relationship Manager

Nurture relationships with customers and prospects to drive sales.

All you need to organize maintain and nurture your relationships with customers and prospects.

Contacts

Add business and personal contacts or find a contact using the search bar or the quick A-Z category selection.

Data Mining

Organise your contact data base into groups to run market campaigns

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 sales estimates. 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

Invoicing

Create professional invoices. Receive updates when they’re opened. Get paid quickly with our pay now button on invoices. Read more

Multi-Currency

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

Estimates & Orders

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

Inventory

Track sales and purchases. Get real time stock levels. 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 sales estimates, transactions and balances for all customers. Read more

Reporting

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

Surf App

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

Tax

Easy TAX calculation. Make sure your TAX is calculated correctly. Read more

Bank Reconciliation

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

Contacts

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

Security

Secure accounting software. Microsoft Azure securely hosted in Microsoft's EAST US data centre in Virgina, USA. Read more

Financials

See the big picture for your business. A core financial tool containing all your business assets, revenue, equity and expenses.

Time Tracking

Record details and keep track of prospects for future reference.

Divisions

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

30-Day FREE Trial

No credit card required. No commitment.

x

Sign Up for Newsletter

By signing up to our newsletter, you agree to our terms of use, privacy policy and to receive news, events & offers.