Ireland
USA
CRM
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.
Quick Business Card
Use the QCard to add simple contact details such as name, company name, mobile number and email.
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 quotes or orders. 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.
Data Mining
Organise your contact data base into groups to run marketing campaigns.
You're in good company
Key Features
Online Invoicing
Create professional invoices. Receive updates when they’re opened. Get paid quickly with our pay now button on invoices. Read more
Bank Reconciliation
Connect your bank accounts to Surf Accounts for simple Bank Reconciliation. Read more
Business Divisions
Take sections of your business and measure their costs and profitability by division.
Time Tracking
Record details and keep track of prospects for future reference.
Sales Pipeline
Track opportunities from calls through to quotations and manage the process into a pipeline funnel. Read more
Surf Accounts App
Run your business on the go with Surf Accounts App. Available for iOS and Android. Read more
Security
Secure and reliable accounting software. Microsoft Azure securely hosted in Microsoft's data centre in India.
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Need help or have questions? Lines are open Monday-Friday 09:00-17:30.
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