Surf Accounts allows you to record sales opportunities against customers and prospects. Value and weighting can be applied to start to build and maintain sales staff pipelines. Dashboards allow you to reflect the sales pipeline through a graphical funnel and also in figure table format.

Sales Pipeline

Easily manage your business sales pipeline. Add opportunities and track their progress. See the opportunity flow through to invoicing. See how well your sales staff are performing.

Sales Chart

Click on the chart icon to see the sales pipeline funnel which represents the up to date values.

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.

Activities

Surf Accounts allows you to add new phone calls, meetings, tasks and notes onto any contact. This is a very useful way to keep track of the sales activity.

Opportunities

Surf Accounts allows you to add and maintain your sales opportunities. The new opportunity screen allows you to specify the type of opportunity, source, stage as well as set a value and weighting.

All reports can be saved to pdf and can also be exported to Excel for further analysis.