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

Easy GST

Full GST compliance reporting. Read more

Bank Reconciliation

Connect your bank accounts to Surf Accounts for simple Bank Reconciliation. Read more

Multi-Currency

Invoice your clients in any currency with daily updated exchange rates. Read more

Quotes & Orders

Streamline your sales process. Send quotes automatically to invoicing. Read more

Stock

Track sales and purchases. Get real time stock levels. 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.

Contacts

Record details and keep track of prospects for future reference. 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 quotes and orders, transactions and balances for all customers. Read more

Reporting

Create smart and customised reports to suit your business. 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.
Need help or have questions? Lines are open Monday-Friday 09:00-17:30.

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