CRM for Accounting — Letonia

CRM for B2B sales teams in accounting, in Letonia: deal pipeline with weighted value, leads, numbered quotes, activities and rule-based automations — a web alternative to HubSpot, Pipedrive, Salesforce and Zoho, with plans by number of users.

Client acquisition pipeline

Every enquiry becomes a lead with its source and service of interest, then converts to a deal tracked to signing. Set up for sales teams in Letonia, with pipelines, custom fields and reports for the sector.

The “Client acquisition pipeline” flow works directly in the sales pipeline.

Account portfolio

Existing clients become accounts with their full interaction history. Quickly see each one's status and next activity. Set up for sales teams in Letonia, with pipelines, custom fields and reports for the sector.

The “Account portfolio” flow works directly in the sales pipeline.

Onboarding automation

Rule-based automations create onboarding tasks and follow-ups for each new client. Set up for sales teams in Letonia, with pipelines, custom fields and reports for the sector.

The “Onboarding automation” flow works directly in the sales pipeline.

Rule-based prospect scoring

Scoring rules rank prospects by potential value and fit, so the team spends time on the right leads. Set up for sales teams in Letonia, with pipelines, custom fields and reports for the sector.

The “Rule-based prospect scoring” flow works directly in the sales pipeline.