Info@accountsgate.com 0330 1331 500

AccountsGate

Speed up data entry, and track your performance across inventory, stock and service items.


Try AccountsGate for free

Dashboard

Keep on top of your numbers and see how your business is doing at a glance by getting a snapshot of how much you have spent, earned and invoiced both today and in total.

Mail

You can send email your client from your mail box.

Calendar

You can see your activities in your calender.

Client

Managing all your company's relationships, interaction between customers and potential customers in one click which enables you to update and track any customer’s profiles.

Leads

You can authorise new leads and also keep track of any old leads. Leads can be obtained through trade shows, seminars, advertisements, marketing campaigns etc.

Project

Project service clarifies and details the projects aims and requirements, this gains you a better understanding and knowledge of the businesses step by step process.

Task

A task is a specific piece of work required to be done within a given time frame. They are listed in the AccountsGate.

Sales

AccountsGate CRM provides and boosts your sales rate, executives, and management with sophisticated sales management functions such as lead generation with great qualifications. You can also keep track of any sales/ potential sales and also keep track of any taxes and create invoices.

Opportunities

Potentials are business deals with companies or people that generate real revenue for your organization.

Ticket

This system is specifically designed to organise and resolve any issues that are reported. And once the issue is solved, you can keep track of any fixes/changes that have been made.

Item

You use the item section to see the way of how products, units, price lists and how the all important price figures come together in the CRM data model.

Stock

Speeds up data entry, whilst being able to track your performance across inventory, stock and service items. A notification will also be sent to customers and managers when a stock is available. There will also be stock managements for every customer's lead and opportunities, alongside the details of each product and quantity for every customer.

Transaction reports

Managing Orders and Creating Transaction Reports. To help with tracking online sales, orders, and shipping.

Bank & cash

You can use Cash and bank management to maintain the legal entity's bank accounts and the financial instruments that are associated with those bank accounts, you can also keep up to date by accurately recording the money going in and out of your bank account.

Department

This enables the human resource department to more effectively manage the internal workforces analytics.

Attendance

Using AccountsGate, you will have the ability to register who attends and who doesn't attend to your events.

Announcement

Allows you to create an announcement that will be broadcasted to the entire organization.

Training

AccountsGate will provide all the resources and training you and your users will need to help build your business around your customers.

Leave management

Lets your employees apply for leave directly online, view their leave balances and access all other time-off related information.

Salary

lets you control your employees salary and any other salary related information.

Goal tracking

Through AccountsGate systems you can track and measure marketing campaigns over multiple networks, tracking customer analysis by customer clicks and sales.

User

Enhanced User Access and Permissions Management. User rights management made more simpler, easier and more visually appealing.

Utilities

Lets you keep a constant eye on potential customers and allows you to manage your leads from the initial contact to the closure of a sale. The automatic notification and action service reminds you about any upcoming meetings, events etc and notifies you when an appointment is rescheduled.

Performance

An approach to managing a company's interaction with current and potential customers. It uses data analysis about the customers history with the company to improve business relationships with other customers, specifically focusing on customer retention and ultimately driving the sales growth forward.

Private chat

Maximize the value of each-and-every interaction your team has with your customers, and add the ability to provide on-demand customer support through live chat.