Sales & customers
CRM Software for Leads, Quotes and Pipelines
Keep every lead, conversation and quote in one place, and move deals from first message to paid invoice without retyping anything.
What it does
CRM, built into Nakkei
- 01
Leads and contacts
Track every lead and each interaction with them.
- 02
Sales pipeline
Follow deals stage by stage and see what needs attention.
- 03
Quotes to sales
Turn an accepted quote into a sale and an invoice.
- 04
One customer record
The same customers across POS, invoicing and QuickBooks.
Works with
What connects to CRM
Every Nakkei workspace shares the same customers, products, people and numbers.
FAQ
CRM questions
Can a quote become an invoice?
Yes. When a customer accepts a quote you turn it into a sale and an invoice, which then posts to your books and syncs to QuickBooks.
Is the CRM separate from accounting?
No. Customers in the CRM are the same customers you sell to and invoice, so there is one record for each customer across Nakkei.
Untamed efficiency
See CRM on your own business.
A 30-minute demo on your own products, people and QuickBooks company file.