01
Lead records
Keep prospects and relevant commercial information organised.
Customer relationships
Keep leads and customer records close to the accounts
Organise prospects, customers and commercial activity without separating relationship records from financial context.
Illustrative workflow
UsawaBooks module
CRM
01Record the relationship
02Follow the opportunity
03Connect the sale
Connected to the wider accounting record
Why it matters
Keep commercial relationships close to financial activity
Organise leads, contacts and customer information without separating relationship management from the sales record. Teams can follow a prospect towards a customer account with less duplication between commercial and accounting work.
Core capabilities
The records and controls your team needs
02
Next actions
Maintain visibility of the next commercial step for active leads.
03
Customer contacts
Store useful customer and contact details close to account activity.
04
Sales connection
Move from relationship activity towards invoicing with less repeated data entry.
A clear workflow
From daily activity to useful records
A consistent process makes the information easier to maintain, review and use.
- 01
Record the relationship
Create a useful lead or customer record with the available context.
- 02
Follow the opportunity
Keep the next commercial action visible as the relationship develops.
- 03
Connect the sale
Carry customer context into the invoicing and receivables workflow.
Connected accounting
This feature does not work in isolation
Related modules keep operational activity close to the wider financial record.
Who it supports
Useful across the people responsible for the records
Founder-led businesses
Keep early leads and customers in one organised workflow.
Sales teams
Work from shared contact and next-action information.
Finance teams
Connect customer relationships with the resulting sales record.