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Simple CRM Functions Built In To Kashflow

- Ability to add a Prospect / Lead to a new 'CRM' section.
- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage
- Once they are confirmed as ordering or submitting to a project, you can simply press a button to convert them to a customer.

I know there are integrations available but it would be a lot easier to have this functionality built in even if at a simple level.
  • Guest
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin response

    Hi Chris, Thanks for getting in touch. KashFlow itself is a bookkeeping system and as such we won't be adding any additional CRM functionality at this time. We integrate with CRM systems because they specialise in this area, just as they partner with ourselves for specialist bookkeeping functionality. Thank you for your suggestion
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  • Guest commented
    10 Jan, 2017 09:19am

    Agreed. It would be great to set up auto prompt e-mails to clients who have quotations that have have had an 'open' status for a period of time, and to be able to to set tasks and open cases against client.

  • +4