Sales Estimates

Streamline your sales process

Send smart professional estimates to win more business

Customized Sales Estimates

Design your sales estimate with your business logo and send smart professional estimates to win more business

Track Sales Process

Check the status of your sales estimate and get a better understanding of where your sales process is at

Speed up the process

Quickly and easily convert sales estimates to Invoice with one click

Smart Professional Estimates

Win more business

Surf App

Key figures in the palm of your hand

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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.

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