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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

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.

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