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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
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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