Accounting CRM system & sales funnel management

All you need in order to do great sales work and bring in more revenue for your accounting firm with little effort.

A good CRM improves your accounting firm’s profitability

A CRM system made for accounting firms’ needs is included in Koho PSA. It helps you to create a better customer experience and track the progress of sales from lead creation ➤ tender ➤ contract. Keep track of what has been agreed with your customer, get a clear view how each of your customer tasks are doing, and know what has or hasn’t been billed.

✅ Manage your prospects and customers from the first point of contact

✅ Make necessary notes about the customer, calls with them, segmentation etc.

✅ Simultaneously track the account from lead to invoicing

Manage and send eye-catching tenders

We want to help you to sell; actually, we give you a whole new way to sell. Koho PSA smoothly creates effortless, eye-catching and varied tenders. Our system has ready-made, customizable tender templates that will fit the overall design of your organization’s guidelines.

Add content automatically according to your products or services, or use pre-made notes without having to write the same things a million times. Print out your tender (PDF) or send it directly to your prospect from Koho PSA.

Any open tenders you may have can be tracked and edited. Also, if you want to make a contract with your prospect based on the tender, Koho PSA can convert the document easily.

A new way to create tenders

Create eye-catching tenders in minutes. Koho PSA automatically adds product demos and contract terms based on the products offered. With the help of Koho PSA, product presentations, as well as contract terms and product prices, are always up to date and available to sellers.

Automatic quotation tracking

Your sales team can track tenders automatically without a separate reporting tool. Don’t lose potential business by forgetting expiring tenders, which are due. Koho PSA will keep you on track.

Integrate with another CRM system

Koho PSA has its own CRM section, but it also integrates with popular CRM systems. The sales process can be easily continued all the way up to invoicing and reporting without tedious manual efforts. Customer information and sales process events transfer automatically along the way.

Central contract management

Managing contracts has never been so easy – finally you won’t lose track of what kind of contracts you’ve made! Koho PSA automates contract invoicing with a single click. Create one or multiple non-recurring invoices, or create invoices for monthly billable services according to a specific period.

Agreement & contract management

The agreement and contract management system makes it easy to find all tenders and contracts at any time. Koho PSA also provides automatic alerts for expiring contracts. You can be sure not to forget about resale opportunities!

Automate contract invoicing

Koho PSA automates contract invoicing and ensures that invoices always leave on time. Changes to a contract will automatically generate a corrected invoice. Koho PSA can save up to 90% of your time on contract invoicing and reporting.

Real-time reporting

See the value development of your contract portfolio as well as future cash flow with one click.

Onboard your new customers effortlessly

When you acquire a new customer, it is vital that the first steps are taken in a systematic and customer-centric way. Koho PSA ensures, that all the right steps are taken at the right time, by the right person, and your customer feels well taken care of right from the start.

Read our blog about onboarding

Would you like to have a better look?
Request a free demo!

Book a free demo, no strings attached, and let Koho PSA convince you. You can save up to 87 % in invoicing with Koho PSA. The demo will give you a better view on how Koho PSA will help your accounting company succeed.

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