CRM

Run your full customer journey from first enquiry to invoice in one workspace.

Capture leads, move deals, send quotes, and keep finance in sync without scattered tools.

Accounting POS Inventory Procurement CRM Pharmacy Restaurant Payroll All features
Capture leads from web forms, imports, referrals, and direct outreach
Move every opportunity through a clear pipeline with follow-up discipline
Send GHS-ready quotes, invoices, and contracts from the same customer record
Keep sales and finance aligned with CRM-to-Accounting handoff
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SikaBooks CRM Dashboard showing pipeline value, open deals, win rate, revenue trend, and deals by source
CRM Workflow

How SikaBooks CRM moves work forward

Built for teams that need lead capture, disciplined follow-up, commercial documents, and finance handoff in one connected flow.

Capture

Bring new leads in from web forms, imports, WhatsApp and direct entry.

Qualify

Score, segment, and assign the right leads before they go cold.

Advance

Track deal stages, reminders, and next actions in one pipeline.

Quote

Send branded quotes and contracts without retyping customer details.

Bill

Turn won work into invoices and hand off to finance with context intact.

Illustrated Views

See CRM in action

Illustrated product views based on the current CRM workflow, from the dashboard and lead pipeline to quote-to-cash and post-sale follow-through.

SikaBooks CRM — CRM Dashboard
A light CRM dashboard with KPIs, alerts, charts, and quick access to customers, deals, activities, and commercial documents.
SikaBooks CRM — Pipeline Workspace
A deal pipeline view with pipeline value, rep activity, and follow-up visibility in one screen.
CRM quote to cash
Quote, approval, and invoice handoff
One customer record carries the deal from proposal to billing.
Accounting sync ready
Commercial documents
Quote QB-2026-014
North Ridge Consulting · GHS 58,900 · PDF sent via portal
Invoice INV-2026-118
Created from accepted quote · Awaiting 50% deposit · Finance notified
Contract CTR-2026-006
Renewal on 30 Jun 2026 · Customer portal access enabled
Current status
Quote opened
Customer viewed the proposal three times and requested final payment terms.
Invoice created
Sales marked the deal won and finance received the invoice record with customer context.
Reminder queued
Automated follow-up due 24 hours before the deposit date.
Quote accepted Invoice synced Portal shared
Quotes, invoices, and approvals stay connected to the customer and the deal instead of living in separate tools.
CRM customer timeline
Customer record after the deal is won
Post-sale follow-through, reminders, and portal access stay visible to the team.
Portal active
Customer snapshot
Mensah Foods Limited
Key contact: Efua Mensah · Account owner: Sena · Active contract value GHS 72,000
Recent activity
Quote accepted, deposit invoice sent, onboarding call completed, next review due Friday.
Linked records
2 quotes · 1 invoice · 1 contract · 4 reminders · WhatsApp channel connected
Timeline and reminders
Today · Payment follow-up
Reminder sent to account owner because the deposit due date is tomorrow.
Yesterday · Customer portal opened
Customer viewed the contract and downloaded the invoice from the portal.
Last week · Deal moved to won
Commercial handoff completed and finance visibility created from the same record.
Renewal tracked Follow-up due Channel history saved
Customer context, reminders, documents, and portal status stay attached to the record after the deal is won.
Journey Stages

Built for the full sales and service lifecycle

From lead capture to reporting and portal access, each block below maps to how teams actually run their customer work inside SikaBooks CRM.

CRM Stage

Lead Capture & Qualification

  • Collect leads from web forms, imports, referrals, and manual entry
  • See customer profiles, contact people, notes, documents, and history in one place
  • Prioritize work with lead scoring, duplicate checks, merge tools, and ownership rules
CRM Stage

Pipeline & Deal Movement

  • Run your pipeline in list or kanban views with stage movement and visibility
  • Track stage history, expected value, probabilities, and rep ownership
  • Keep every next step visible so proposals, renewals, and callbacks do not stall
CRM Stage

Quote-to-Cash

  • Create branded PDF quotes, invoices, and contracts from the same deal context
  • Use portal access so customers can review, accept, and follow documents online
  • Hand off won work into invoicing and Accounting without duplicate entry
CRM Stage

Follow-Ups & Automation

  • Set reminders, tasks, and stage-based automations to keep the team moving
  • Use sequences and templates for email and follow-up outreach where enabled
  • Keep WhatsApp and email-driven work tied back to the customer record
CRM Stage

Reporting & Forecasting

  • Track pipeline value, win/loss, lead sources, sales velocity, and rep performance
  • Forecast revenue by period, stage, and owner using your current pipeline data
  • Use reports to see where deals slow down and which channels drive better customers
CRM Stage

Customer Portal & Post-Sale

  • Give customers a portal for quotes, invoices, contracts, and payment visibility
  • Track reminders, renewals, and ongoing activities after the deal is won
  • Support service teams and account managers with a full customer timeline, not a blank slate
Why It Fits

A CRM built for follow-through, not just lead lists

SikaBooks CRM is strongest when your team needs commercial visibility and finance continuity in the same system.

Built for Ghanaian sales and service teams

Use GHS-ready quotes and invoices, local support, and workflows that fit consultancies, distributors, field teams, and relationship-led SMEs.

CRM and finance stay connected

Won work can flow into invoicing and Accounting so commercial handoff is cleaner and finance does not start from scratch.

Lead capture is not limited to one channel

Bring in leads from forms, imports, direct entry, and channel-driven conversations, then keep the follow-up history attached to the record.

FAQ

Common questions about CRM

Short answers for teams comparing CRMs and deciding how SikaBooks fits their workflow.

It fits sales teams, consultancies, distributors, agencies, field reps, and owner-led SMEs that need a cleaner way to track leads, proposals, follow-ups, and customer billing.

Yes. CRM invoices can sync into Accounting so finance can continue from the same customer and deal context instead of re-entering everything manually.

Yes. The CRM supports commercial documents such as quotes, invoices, and contracts, with portal access where those features are enabled for the business.

Yes. The CRM supports web-form lead capture alongside imports, manual entry, and other customer-facing channels.

Related modules

Pair CRM with these for a more complete workflow.

Accounting
Clarity on cashflow, profit and what is owed.
POS
Fast checkout with controls for staff and sales.
Inventory
Know what you have, what is selling, and what to reorder.
Procurement
Control requests, quotes, orders and receipts without spreadsheet drift.
Pharmacy
Manage drug stock, sales and dispensing with confidence.
Restaurant
Run your tables, kitchen and menu from one screen.
Payroll
Pay your team right, stay compliant, sleep better.
How CRM connects
CRM invoices can sync into Accounting for finance follow-through.
Customer profiles can stay linked to quotes, invoices, contracts, reminders, and portal activity in one timeline.
CRM

Ready to try CRM?

Capture leads, move deals, send quotes, and keep finance in sync without scattered tools. Start free, no payment needed.

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