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In development

Every lead, every deal, every conversation

CRM is in development — tracking leads from first contact to closed deal, on top of the contact directory your business already keeps.

Tell us what you need Explore the platform

Registered in the AICOUNTLY catalogue. Not available to use yet.

Placeholder wireframe — CRM has no interface to show yet.

What we are building

Manage leads, deals and customer relationships

Nothing below is available yet. This is the product’s stated intent, taken from its row in the AICOUNTLY application registry.

  • Leads and deals moving through a pipeline you define
  • Customer history shared with Contacts, Connect and Billing
  • No second address book to keep in step

CRM is part of the AICOUNTLY suite, so when it arrives it will use the account you already sign in with, respect the company, branch and financial year you are working in, and appear in your app launcher alongside everything else.

Works even better together

Connected products for a complete business view.

CRM works alongside the rest of AICOUNTLY, so your data stays in one place and your teams stay aligned.

See the whole platform

Contacts

Productivity

For effortless contact management, synchronize your phone contacts and gather leads from your website. Want to add a ne…

Explore Contacts

Sales

Business Operations

Quotations, sales orders & customer invoices

In development Explore Sales

Connect

Productivity

Messages, groups, and one-to-one audio and video calls — on the web and in native apps for iPhone and Android, all si…

Explore Connect
Frequently asked questions

Quick answers.

Answers specific to CRM — not generic suite copy repeated on every page.

Can I use CRM today?

Not yet. CRM is registered and hosted, but signing in currently reaches a placeholder rather than the product. This page describes what it is being built to do, not what it does today.

Will it need a separate account?

No. When CRM arrives it will use the AICOUNTLY account you already sign in with at my.aicountly.com, respect the company, branch and financial year you are working in, and appear in your app launcher alongside everything else.

What is planned for the first release?

leads and deals moving through a pipeline you define; customer history shared with Contacts, Connect and Billing; no second address book to keep in step. Scope can change before release.

How do I hear when it is ready?

Release notes for every product are published under What’s New, and you can tell us what you need from CRM through the contact page so it is considered while the product is still being designed.

A brighter tomorrow awaits

Tell us what you need from CRM.

We are still designing this one. What you tell us now can shape what ships.

Book a demo