Routes
Your own sales ladders. Project sales, distributors, export or job work, each with the stages your team actually uses. Set them up once, in your own words.
CRM
See which big deals are going cold, while you can still save them
Leads, deals, tasks and reminders that live inside your accounting. When a deal is won, the quotation and sales order are raised from it, with nothing typed twice and no second customer list.
Starter · $20 / mo add-on
Business · included
Enterprise · included
Professional · included
Open opportunities9excludes won and lost
Pipeline value (USD)330,500open deals
Past their max1chase these first
Win rate60%won ÷ decided
Enquiry3 · 33,500
normal 7 dmax 14 d
18k
9.5k
6k
Qualified2 · 57,000
normal 10 dmax 21 d
42k
15k
Quoted2 · 146,000
normal 14 dmax 30 d
120k
26k
Gulf Fit-out · 41 days here (max 30)
Negotiation2 · 94,000
normal 10 dmax 20 d
64k
30k
Won3 · 121,500
finished · by outcome
88k
21k
12.5k
Lost2 · 47,000
finished · by outcome
35k
12k
on pace
slow
stuck
Ball size = value · colour = pace
How it is organised
You chase deals, not contacts
One contact can be working three deals at once, each with its own value, owner and stage. So the CRM tracks every deal on its own, and the funnel always says where each one really is.
Leads
A person or business you might sell to: a name, a number and where they came from. A lead stays a lead until they place an order.
Opportunities
A deal: what might be sold, on which route, at which stage. Its value is the total of its lines, built from your own items and services.
Stage moves
Every move is a numbered document with a date and time, so the history shows when a deal moved and why. It never touches your accounts.
OSV-00097 · Qualified → Quoted
One timeline per deal
Every call, visit and promise in one place
Open any deal and its history is there: stage moves, calls, meetings, emails and tasks, newest first. Each row keeps the stage the deal was at when it happened, so old work never relabels itself as the deal moves on.
- Record the kind of contact: call, meeting, email, visit, demo, sample, quote or note
- Close a task with a link to the document it produced, and attach evidence files if paperless attachments are on
- Open a contact to see everything you have done with them, across all their deals
- Client took half the order? Split the deal: the agreed lines go ahead, and the rest becomes a new deal at the same stage
Gulf Fit-out · fit-out packageUSD 120,000 · History
TaskCall the finance head about staged paymentsowed · set by you
QuotedEmailSent the revised payment schedule
QuotedCallClient asked to pay in three stages
QuotedMoveOSV-00097 · quotation raised from the deal
Qualified → QuotedVisitSite survey with the client's project manager
Qualified
Tasks & reminders
Nothing promised gets quietly forgotten
A task has a due date and time, an owner and a reminder. It stays in the bell until someone closes it with a note on how it went, so reading a reminder never counts as doing the job.
- Reminders arrive five days ahead by default, or anywhere from the due time to two weeks before, in the bell and by email if you tick it
- Still-owed tasks stay pinned at the top with a live countdown: due in 3 days, due today, 2 days overdue
- If someone misses a task you gave them, you are told two days after the due date, once, by email and in your bell
- Due times are kept in your company's own time zone, so reminders fire when you expect them
Notifications pinned until closed
Call the finance head · Gulf Fit-outSet by you · Quoted
due in 4 daysSend the sample kit · Harbor FoodsSet by Sara K. · Qualified
due todayQuarterly service visit · Meridian LabsRT-00007 · recurrent task
3 days overdueNot closed on time · tasks you set
Delivery follow-up · Al Noor TradingGiven to Omar R. · due 3 Nov
2 days late
Recurrent tasks
Renewals and service visits that come round on time
Set up a standing job once, such as a yearly licence renewal, a quarterly service visit or a monthly retainer, and a task appears by itself each time it is due. Each one is closed with its own note, so "did we renew last year, and who did it?" always has an answer.
- Runs from the calendar: a missed visit sits overdue, and next quarter's still arrives on time
- Someone leaving? Change whose job it is. Past occurrences keep who actually did them
- Pause a schedule without losing its history. Delete is refused once it has raised anything
- The status report flags missed jobs, where a whole cycle passed and the job was never done, worst first
Recurrent Task Statusworst first
| Schedule | Every | Missed | Late | Next due |
|---|---|---|---|---|
| RT-00007 · Service visitMeridian Labs | 3 months | 1 | 0 | 1 Dec 2026 |
| RT-00003 · Licence renewal, 12 seatsAl Noor Trading | 12 months | 0 | 1 | 14 Jan 2027 |
| RT-00011 · Monthly retainerHarbor Foods | 1 month | 0 | 0 | 1 Dec 2026 |
From deal to money
The CRM and your books are one system
A stand-alone CRM stops at "won" and someone retypes the deal into the accounts. Here the documents are raised straight from the deal, and each one moves the deal's stage for you.
In the CRM
In your books
Opportunity
The deal, with its customer or lead, currency, rate and lines.
Quotation
Raised from the deal with everything filled in. A lead can be quoted before becoming a customer. The deal moves to your quoted stage.
Sales order
The commitment. The lead becomes a customer here and the deal moves to Won.
Delivery note
Goods leave stock against the order.
Sales invoice
Posted to your ledger, with tax worked out as usual.
Receipt
Cash in, settled against the invoice.
Quote, negotiate and quote again: a second quotation moves the deal back to the quoted stage, so the funnel shows where a deal is, not the furthest it once got.
Seven reports
Each report answers one real question
Opportunity Funnel
Every open deal as a ball on its stage. Size is the deal's value; colour is how long it has waited against that stage's own normal and maximum days. A big red ball is a large deal going cold.
Which big deals are going cold?Opportunity History
One deal end to end: days spent in each stage, everything done, and a print-ready PDF.
Why is this deal taking so long?Activity
Calls, meetings, visits and closed tasks, counted by kind and by person.
What did the team actually do?Conversion
Won, lost and open for each route, with a win rate worked out on decided deals only.
How often does chasing turn into money?Pipeline by owner
Who is carrying what, what has stopped moving, and deals nobody owns, highlighted.
Who is carrying what?Task Status
Open, overdue, on time and chased, for you and everyone beneath you.
Is the team keeping up?Recurrent Task Status
Missed, late and what is due next for every standing job, worst first.
Will the renewals happen?
Built for a team
Work flows down your team, and so does visibility
Draw your sales team once on the hierarchy board. It decides who can hand work to whom, and what each manager sees.
- Tasks go down the team, never sideways or up. Anyone can set a reminder for themselves
- Managers see their own activity and their direct reports'. A company admin sees everyone
- Only the person who set a task, or an admin, can close, postpone or delete it
- Reports have their own permissions, so you can share the funnel without sharing who did what
NANadia A.
Sales director
Sales director
can hand tasks down
SKSara K.
Area manager · North HMHamid M.
Area manager · South
Area manager · North HMHamid M.
Area manager · South
can hand tasks down
OROmar R.
Sales rep LTLina T.
Sales rep JPJon P.
Sales rep
Sales rep LTLina T.
Sales rep JPJon P.
Sales rep
Sara K. → Omar R.allowed
Omar R. → Lina T. (peers)refused
Plans & price
Included from Business upwards
On Starter, add the CRM for $20 a month. A company admin then switches it on under Admin › Modules.
Starter
+ $20 / mo
add-on, billed with your plan
Business
Included
in the $49 plan
Enterprise
Included
in the $99 plan
Professional
Included
in the $500 plan
Every plan starts with a 14-day free trial, no card needed. Compare all plans
CRM questions
Frequently asked
No. It is an area inside Accuracy, on the same login. Deal lines use your own items and services, leads become ordinary customers, and quotations and sales orders are the same documents your team already posts.
Yes. A quotation has no effect on your accounts, so it can go to a lead and shows the lead's name. The lead becomes a customer only when they place a sales order, so your customer list fills with people who bought, not everyone you ever quoted.
No. Stage moves, tasks, activities and recurring schedules never touch the ledger. Your books move only when you invoice, exactly as they do today.
Yes, with multi-currency, which comes with Enterprise and Professional. Each deal carries its currency and the day's rate, and the funnel and reports convert every deal to your base currency so the pipeline adds up in one unit.
Not yet. There is no bulk lead import, email-to-lead or website form capture today, and no automatic actions when a deal changes stage. Your team enters leads and moves deals. We would rather tell you now than after you sign up.
Yes. Move it back to an open stage and it is open again, with the whole story still in its history. Stages can be skipped or reversed too, because real deals do both.
Know where every deal stands
Start a 14-day free trial on Business or above and the CRM is included. Switch it on, set up a route, add a few leads and watch the funnel fill.