Koho PSA’s CRM system and its sales tools are specifically designed to meet the needs of accounting firms. You can easily manage the progress of sales in one place, from lead creation → tender → contract.
Create friction-free customer journeys with smooth sales processes:
🚀 Manage your prospects from the first point of contact.
🚀 Create eye-catching tenders in minutes.
🚀 Automate invoicing based on the contract.
🚀 Segment companies according to various criteria.
🚀 Keep notes about your contacts and all interactions with them.
🚀 See your client account’s journey from lead to invoicing.
In Koho PSA, tenders, contracts, and contacts are centrally located in one place, as well as all relevant information. You can also see your contract portfolio’s value development as well as future cash flow with just one click.
Elevate your company’s customer experience and create new revenue with Koho PSA!
