1
Customer 360
See identity, activity, invoices, payments, balances and related operations together.
CRM for small business
A CRM that stays connected after the sale.
Traditional CRM stops at leads and customer activity. AccoNova keeps the relationship connected to quotes, invoices, receipts, balances, profitability, follow-ups and the operational work that happens after a customer buys.
Why companies look for a better system
Common problems this workflow is designed to solve.
!Sales teams can see conversations but not the customer’s financial context.
!Invoices and payments are disconnected from relationship history.
!Customer risk and profitability require manual spreadsheet work.
!Supplier and customer records are duplicated when one company plays both roles.
AccoNova capabilities
Keep the workflow connected to the rest of the business.
2
Supplier 360
Connect purchasing history and supplier performance to the same relationship model.
3
Dual-role parties
Represent a business as both customer and supplier without duplicating core identity data.
4
Collections
Track overdue balances, payment promises and follow-up priorities.
5
Segmentation
Use business signals to identify valuable, inactive, risky or overdue customers.
6
Profitability context
Look beyond revenue to understand contribution and transaction history.
Questions
Frequently asked questions
Is AccoNova only a CRM?
No. CRM is connected to invoicing, payments, inventory, reporting, staff and wider ERP workflows.
Can customers and suppliers share one record?
Yes. The platform supports multiple business roles on one party record where appropriate.
Can I view a customer statement?
Yes. Account and transaction views are designed to bring customer financial history into the relationship context.
See how this fits into the full AccoNova platform.
Explore connected CRM, finance, inventory, teams, reporting, controls and AI-assisted workflows.