CRM Software

Close more deals with small team and grow your business

Our comprehensive CRM helps you to stay in contact with your clients. You can create email campaigns with customised email templates, create tasks and appointments, lead management and much more. Our CRM system is continuously updated with new features to make it more useful for you.

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Balance APP - CRM Module

Track client interactions
Set tasks and reminders

Organise contacts
Unlimited Support & Advice

See full CRM history
Manage sales pipelines

CRM made easy

Balance makes managing customer relationships effortless – no need for separate tools or expensive software. Our built-in CRM features let you track client communication, set follow-up reminders, and link every quote, invoice, and payment to the right contact. Everything is in one place, so you can stay organised, improve client engagement, and save valuable time.

Stress-Free CRM That Works for You

We created Balance to help self-employed professionals and small businesses manage client relationships without the need for costly, complex CRM systems. Our built-in tools give you full visibility over customer interactions, tasks, and financial activity, making it easier to stay connected, organised, and in control of your business relationships.

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Contacts

The Contacts module is dedicated to manage your contacts and to keep track of all relevant communication.

The Contact window does not only contain standard contact information, but also related business opportunities and projects and it also collects all email communication.

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Manage Leads

This module is extremely helpful to manage all customer’s demands, requests for proposals and business opportunities. A window of a Lead is the place where sales representatives keep track of their email and phone communication.

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Task And Calendar

You can link tasks to contacts or you can simply add a task as a reminder for yourself. Setup the daily task reminder email as well to get an email when you have tasks due.

The calendar view gives you a month by month view of all open tasks, including those from tracks.

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Used by over 5,000 UK small businesses to simplify client management and stay organised.

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Customer Relationship Management features FAQs

Some frequently asked questions regarding our on CRM features

Balance includes client profiles, activity tracking, notes, reminders, and links to invoices and payments all built in.

Yes, you can log notes and view past interactions, making it easy to keep up with client conversations.

Absolutely. You can set reminders and tasks for each contact to stay on top of follow-ups and deadlines.

Yes, you can organise contacts using tags or categories, making it easy to filter and manage your client list.

While Balance isn’t a full sales CRM, you can track client progress and manage stages using custom tags and notes.

Everything your small business needs in accounting software

Real-Time Tracking: Monitor cash flow, expenses, and profits instantly.
Auto Invoicing: Generate and send invoices effortlessly.
Cloud Access: View finances anytime, anywhere.
Easy Tax Filing: Automate calculations and submit taxes hassle-free.

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CRM Software with Integrations That Support Your Unique Business Needs

Balance connects with the tools you already use to help you manage client relationships more efficiently. From syncing contacts with invoicing and email platforms to automating follow-ups and tracking communication, these integrations streamline your workflow and reduce the time spent on manual admin.

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Accounting Software That Fits the Needs of Your Business

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Switch to Balance Today for Expert Accounting Software Designed to Simplify Your Business Finances

Switching to The Balance App is easy! Our powerful online accounting software is designed to simplify your finances, streamline bookkeeping, and give you real-time insights into your business.

Whether you’re moving from another system or starting fresh, our expert team is here to help make the transition seamless. Take control of your accounting today with The Balance App!

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Free Accounts Consultation

Accounting Packages from £10 +VAT per month.

Your Own Dedicated Accountant

Tailored Services

Unlimited Expert Advice

Regular Deadline Reminders

Online Company Formation

Free company formation with our Pre-Built or Bespoke Accounting packages!

All Official Documents

Manage Your Company Online

London Registered Office Address

Your own limited company

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The Balance App

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The Balance App is part of Accounting Wise Ltd, a limited company registered in England under company number 09365202. Our registered office is: The Carriages, Station Road, Ware, SG12 9PL UK.

Content is for general information only. Always take advice.