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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.

  • 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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Akwaaba Demo Company CRM dashboard with pipeline value, activities, and customer follow-up
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.

  1. 01

    Capture

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

  2. 02

    Qualify

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

  3. 03

    Advance

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

  4. 04

    Quote

    Send branded quotes and contracts without retyping customer details.

  5. 05

    Bill

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

Product views

See CRM in action

Current, responsive screenshots captured from the synthetic Akwaaba demo workspace.

Akwaaba Demo Company CRM dashboard with pipeline value, activities, and customer follow-up
Akwaaba Demo Company CRM dashboard with pipeline value, activities, and customer follow-up
Akwaaba Demo Company deals arranged by sales stage in the CRM pipeline
Akwaaba Demo Company deals arranged by sales stage in the CRM pipeline
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. Asset Management Track assets from acquisition to disposal with QR-ready controls. 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. Human Resources Give people operations one reliable home.
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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