Our CRM - Two Phases, One Smart System

 At Accountiez, we understand that business happens everywhere — in physical spaces and online. That’s why our CRM is designed to cover both worlds. With a powerful two-phase system, track, measure, and grow your offline and online presence with ease.

Phase 1: Offline Lead Management

Turn physical interactions into real business opportunities.

Lead Capture from Directories & Forms

Collect leads from customer directories, feedback forms, in-store interactions, and direct inputs from your sales executives.

Conversion Tracking

Know what happens after a lead is added. Monitor its journey through your sales funnel to understand what’s working.

Insightful Reports

Generate detailed reports on lead sources, conversion rates, and team performance — helping you make smarter business decisions.

Phase 2: Manage your digital presence and Analytics

Social Media Analytics

Capture Analytics from platforms like WhatsApp, Instagram, Facebook and You tube — all in one place.

Engagement Tracking

Track who’s interacting with your brand. Monitor followers, likes, and comments to understand your audience better

One Dashboard for All Channels

Centralize all your social media accounts in one easy-touse dashboard. No more switching between apps — manage everything from one place.

Performance Reports

Get real-time analytics and detailed reports to track growth and audience engagement — helping you make smarter, data-driven decisions.