Lead & Follow-up Management
Capture enquiries, assign owners, set reminders and track every opportunity from first contact to closure.
Bring your leads, customers, sales, support and team performance together. AKCRM helps you turn everyday business activity into measurable growth.
AKCRM is designed to help your team stay organised, respond faster and give management a clear view of what's happening across the business.
Capture enquiries, assign owners, set reminders and track every opportunity from first contact to closure.
Keep customer details, communication history, tasks and service activity organised in one view.
Structure your sales process around enquiries, quotations, orders, invoices and payment follow-ups.
Record customer issues, assign support tasks and follow progress through to resolution.
Plan visits and review field activity with permission-based location features and clear team policies.
Bring sales activity, targets, pending work and team performance into management-friendly reports.
Clarify ownership, monitor task completion and align individual activity with team goals.
Help teams stay on top of due follow-ups, service commitments and important business tasks.
Plan a connected workflow with BUSY, ERP and cloud business services based on your setup.
Give every team member a clear next step and give business owners a better picture of the complete customer journey.
Bring enquiries into one pipeline and assign responsibility to the right person.
Track conversations, activities, quotations and next actions without losing context.
Coordinate customer support and keep service activity visible to the team.
Review targets, pending actions and performance through management reports.
Import a customer list, review the phone numbers and work through the calling queue customer by customer. This is a browser-based sample workflow.
Choose an Excel file (.xlsx / .xls) or CSV. Recommended columns: Customer Name, Mobile / Phone, Company, Notes.
Excel or CSV file from your computer
Open the selected customer's number in your device's calling app, then mark the call result and move to the next customer.
Upload an Excel/CSV file or load sample data to begin.
| # | Customer | Phone | Status |
|---|---|---|---|
| Customer list will appear here. | |||
Practical CRM tools for your team, with WhatsApp platform access included as specified in this offer.
Customisation and additional development charges are extra and applicable as per requirements.
Enquire Now ↗* Listed price is a starting price per user per year. GST is charged at 18% extra. Customisation charges are extra and applicable based on scope. WhatsApp integration/platform terms and any third-party usage charges should be confirmed at the time of purchase.
Configure the process around your business, your customers and the way your people work.
Connect with A.K. SOFTWARES AND SERVICES to discuss your CRM workflow and request an AKCRM demo.
A business management and CRM initiative from A.K. SOFTWARES AND SERVICES, focused on helping teams organise customer relationships, sales activity, service operations and business reporting.
Connect with us for an AKCRM demonstration, CRM workflow consultation or business enquiry.
Connect with A.K. SOFTWARES AND SERVICES
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