Money

BooksLedger, journals, trial balance and reports, posted automatically.SalesQuotes, invoices, payments and a list of who to chase.PurchasingVendors, bills, expenses, approvals and payments.BankingConnect your bank, or import statements, and keep every line.Bank ReconciliationMatch bank lines to your records and close the month with confidence.

Compliance and people

Tax and CRA FilingsSales tax, payroll deductions and income tax, drafted from your own books and tracked until paid.People and PayrollHire, onboard, pay and look after your team, with payroll worked out for you.ApprovalsOne approval flow for every module, with a clear record of every decision.GRCStandards, audits and compliance, with evidence in one place.

Operations

InventoryItems, warehouses and stock that follows every sale.ProjectsPlan jobs, track cost and time, and bill progress with holdback.CRMLeads, deals and customers, linked to what they buy.Help DeskTickets, service levels and a knowledge base that keep requests moving.

Work together

Dashboard and ReportsThe numbers owners check, on one screen, and the reports behind them.Sign and DocumentsRequest signatures and keep every document where it belongs.CollaborationConversations, tasks and meetings on the record they are about.
Modules / ANWA CRM

ANWA CRM

Win more of the work you chase.

Leads, deals and customers, linked to what they buy.

Get early accessSee the process
Round-robin owners
Follow-up tasks
Stage moves from quotes
Where it gets painful today

What goes wrong without it.

Leads sit in an inbox and follow-ups are forgotten.
Nobody knows which deals are healthy.
The CRM and the invoicing system never agree.
Quotes get sent and nobody updates the deal.
How ANWA fixes it

ANWA CRM, done properly.

Leads with reasons

Each lead gets a score from 0 to 100 and every point shows its reason. Duplicates are caught before they clutter the pipeline.

A pipeline that works for you

Kanban stages with probabilities, stall limits and playbooks that create the follow-up tasks.

Deals that know about sales

When a quote is sent, accepted or declined, the linked deal moves on its own. A won deal becomes a job and an invoice.

Account 360

See a customer's invoices, quotes, jobs and contacts in one view.

Follow the process

From start to finish, step by step.

Select any step to see what ANWA does for you there.

  1. 1
    Capture
  2. 2
    Score
  3. 3
    Qualify
  4. 4
    Progress
  5. 5
    Quote
  6. 6
    Win
Step 1 of 6 · CaptureLeads arrive from your website form or by hand, with duplicates caught.
Who it helps

Built for owners, and for the firms behind them.

For business owners

Run it without the paperwork

  • Know which deals to work today.
  • Turn a good lead into a customer and a deal in one click.
  • See the forecast and win rate without a spreadsheet.
For CPAs, bookkeepers and firms

Review it, don't rebuild it

  • Run your own client pipeline in the same system you serve clients with.
  • Use automation rules to assign, tag and create tasks.
  • Capture enquiries from your website straight into the pipeline.

What it covers

  • Explainable lead scores
  • Kanban pipelines with stage playbooks
  • Weighted forecast and deal health warnings
  • Automation rules: assign, tag, create tasks
  • Account 360 with invoices, quotes and jobs
  • Website lead forms

Runs for you

Round-robin ownersFollow-up tasksStage moves from quotes

Works with

SalesQuotes, invoices, payments and a list of who to chase.Sign and DocumentsRequest signatures and keep every document where it belongs.ProjectsPlan jobs, track cost and time, and bill progress with holdback.
Questions

Good to know.

Can I capture leads from my website?

Yes. A public lead form creates leads, with spam protection, and duplicates are noted on the existing lead.

How is the lead score decided?

From facts about the lead, and every point shows its reason, so you can see why.

Does it connect to invoicing?

Yes. Deal items come from your catalogue, a quote can be created in one click, and a won deal can become a job.

Ready for ANWA CRM?

Join the early-access list and we will write to you once, when ANWA opens.

Get early access