Small Business CRM + Accounting Pro Bundle – Feature Description

Small Business Accounting + CRM Pro is a complete business management bundle for small businesses that want to manage customers, sales opportunities, quotes, invoices, payments, expenses and follow-ups from one WordPress website.

The bundle combines Small Business Accounting Pro and Small Business CRM Pro into one practical system for running the customer and money side of a business. It is designed for one company, one business profile and one WordPress website.

Instead of using separate tools for customer management, sales tracking, quoting, invoicing and payment follow-up, the bundle brings these workflows together so a business can see who its customers are, what they are interested in, what has been quoted, what has been invoiced, what has been paid and what still needs attention.

Built for One Small Business

The bundle is designed for a single small business that wants a simple but powerful way to manage its daily operations.

It is ideal for consultants, agencies, freelancers, local service providers, professional services, online businesses, subscription businesses and growing small companies that need both customer relationship management and accounting workflows.

This bundle is not designed for multiple companies, multiple websites, marketplace operations or sales-channel management. Those advanced use cases should be reserved for Enterprise products or separate connector add-ons.

Combined Customer and Accounting View

The biggest benefit of the bundle is the shared customer view.

A customer is not only a name on an invoice. The business can also manage contact details, company information, sales opportunities, tasks, notes, quotes, invoices, payments and outstanding balances around the same customer relationship.

This helps the business understand the full customer journey, from first enquiry to deal follow-up, quote, invoice, payment and ongoing account management.

Accounting Pro Included

Small Business Accounting Pro gives the business the tools to manage the financial side of customer relationships.

It includes company settings, products and services, quotes, invoices, payments, expenses, statements, recurring billing, payment reminders, reports and exports.

The accounting system is built for practical small business use. It helps the business create professional customer documents, track money owed, record payments, follow up unpaid invoices and keep financial records organised.

CRM Pro Included

Small Business CRM Pro gives the business the tools to manage customer relationships, sales opportunities and follow-up activity.

It includes contacts, companies, deals, tasks, lists, tags, customer profiles, sales pipeline views, follow-up tracking, search, filters, bulk updates and import/export tools.

The CRM helps the business stay organised before and after a sale, making it easier to track leads, customers, opportunities and relationship history.

Contacts and Companies

CRM Pro allows the business to manage both individual contacts and companies. This is useful when selling to businesses, households, organisations or repeat customers.

Contacts can be organised with tags, lists, notes and follow-up activity, while company records help group related people and opportunities together.

When combined with Accounting Pro, customer records become more valuable because the business can connect relationship history with quotes, invoices and payment activity.

Customer Profiles

The bundle gives the business a more complete customer profile. A customer profile can show contact information, company details, related tasks, sales activity, tags, lists, quotes, invoices, payments and outstanding balances.

This gives the business owner or salesperson a better understanding of the customer before making contact, sending a quote or following up on payment.

Products and Services

Accounting Pro includes a Products and Services section where the business can create a catalogue of what it sells.

Each product or service can include a name, slug or SKU, category, short description, long description, price, cost, billing cycle, income account and expense account.

The product slug can be generated from the product name, helping users create clean placeholder slugs quickly. The short description prompt helps users create better product or service descriptions for quotes, invoices and customer-facing content.

Product Categories

Product categories allow the business to organise services and products in a way that makes sense for its own operations.

A + button beside the category field allows users to add a new category without leaving the product form. This keeps product creation fast and avoids interrupting the workflow.

Quotes

Accounting Pro allows the business to create professional quotes for customers. Quotes can include selected products and services, custom descriptions, pricing, quantities, VAT where applicable, totals, terms and notes.

When CRM Pro is included, quotes become part of the broader customer journey. A quote can be linked to a customer relationship, follow-up task or sales opportunity.

Quote Versions

Quote version history helps the business keep track of changes to a quote over time.

This is useful when a customer asks for revisions, pricing changes, extra services or a different scope of work. The business can keep a record of earlier versions instead of losing the history.

Quote Acceptance and Rejection

Customers can accept or reject quotes through a customer-facing quote view.

This gives the business a clearer sales decision process. When a quote is accepted, the business can convert it into an invoice and continue the workflow from sales to billing.

Quote-to-Invoice Conversion

Accepted quotes can be converted into invoices without retyping all the same information.

This saves time, reduces errors and keeps the sales and accounting workflow connected. The business can move from opportunity to quote, from quote to invoice and from invoice to payment.

Invoices

Accounting Pro allows the business to create professional invoices with line items, totals, payment terms, notes and balances.

Invoices can be viewed publicly by customers, printed, emailed and paid through supported gateway add-ons.

The system tracks invoice status so the business can see whether an invoice is unpaid, partially paid, paid, overdue or cancelled.

Payment Tracking

Payments can be recorded against invoices. The business can enter the payment amount, date, method, reference and notes.

Invoice balances are updated automatically, helping the business see what has been paid and what is still outstanding.

Payment Gateway Add-On Support

The Accounting Pro plugin does not include PayFast directly inside the main plugin. Payment providers are handled through separate gateway add-ons.

This keeps the Accounting Pro plugin clean and allows businesses to install only the payment gateways they need.

Supported or planned gateway add-ons can include PayFast, Stripe, PayPal, Paystack or other regional payment providers.

Payment Reminders

The bundle helps the business follow up unpaid invoices more professionally.

Payment reminder templates can include customer name, invoice number, due date, outstanding balance and invoice link. Reminders can be scheduled or manually triggered depending on the business workflow.

When CRM Pro is included, payment follow-up can also be supported by tasks and customer notes, giving the team a clearer record of who has been contacted and what needs to happen next.

Customer Statements

Customer statements give a clear summary of a customer’s invoices, payments and outstanding balance.

Statements are useful for customers who buy repeatedly, pay on account or need a monthly account summary.

The business can view, print, save and email statements directly from the accounting system.

Automated Statements

Accounting Pro includes automated statement settings, allowing the business to send customer statements according to configured rules.

This gives the business a more professional account-management process and reduces the need to manually prepare statements for every customer.

Subscriptions and Recurring Billing

The bundle supports businesses that bill customers repeatedly.

Accounting Pro can manage subscriptions, recurring services, billing cycles and billing runs. This is useful for retainers, support plans, monthly services, hosting, subscriptions and other repeat billing models.

CRM Pro adds value by helping the business manage the relationship around those recurring customers, including tasks, tags, notes and follow-up activity.

Billing Runs

Billing runs allow the system to create invoices for subscriptions that are due.

The system can check active subscriptions, generate invoices and advance the next billing date. This helps the business invoice recurring customers more consistently and reduces manual admin.

Expenses

Accounting Pro includes expense tracking so the business can record supplier costs, operating expenses, payment methods, dates, categories, VAT details and supporting documents.

This helps the business understand not only what it earns, but also what it spends.

Recurring Expenses

Recurring expenses can be used for predictable repeated costs such as hosting, rent, software subscriptions, retainers, insurance or monthly supplier charges.

This helps the business keep a more accurate view of regular expenses.

Receipt Capture

Receipt Capture allows users to upload receipt images or PDF documents and connect them to expense records.

This keeps supporting documents attached to the correct accounting entry and makes record keeping easier.

Bank CSV Imports

Accounting Pro includes bank CSV import functionality so exported bank transaction files can be brought into the system.

This gives the business a practical way to work with bank activity without needing a live bank integration.

Categorisation Rules

Categorisation rules help organise expenses and imported bank transactions.

Rules can be based on keywords or descriptions, helping the system suggest suitable categories for repeated transactions. This makes expense and transaction management faster while keeping the logic transparent.

Multi-Currency Support

Accounting Pro supports multi-currency workflows for businesses that work with more than one currency.

The business can define a base currency, enable additional currencies and manage exchange rates. Customer-facing documents can preserve the original transaction currency while reports can show converted values in the base currency.

VAT Lite

VAT Lite provides basic VAT-aware support for invoices and expenses.

It can help show VAT on documents and provide useful VAT summaries. VAT Lite is intended as an internal business tool and should still be reviewed with an accountant before formal tax submissions.

VAT Reports

VAT reports help the business review VAT-related amounts from invoices and expenses.

This is useful for businesses that need a clearer view of output VAT, input VAT and VAT-aware transaction totals.

Progress Invoicing

Progress invoicing supports staged or milestone-based billing.

This is useful for project-based businesses that invoice customers in phases, such as deposit, progress payment and final balance.

Deals and Sales Pipeline

CRM Pro helps the business track potential sales before they become invoices.

Deals can be used to manage opportunities, estimated values, stages, expected close dates and sales progress. This gives the business a clearer view of future income and pending opportunities.

When combined with Accounting Pro, the business can move from sales opportunity to quote, then from accepted quote to invoice.

Weighted Forecast

CRM Pro can help estimate potential revenue by using weighted deal values.

This gives the business a more realistic view of possible future income by considering the likelihood of deals closing, instead of treating every opportunity as guaranteed revenue.

Tasks and Follow-Ups

CRM Pro includes task and follow-up management so the business can keep track of what needs to be done.

Tasks can be used for sales calls, quote follow-ups, payment follow-ups, onboarding steps, customer service actions or internal reminders.

This helps prevent leads, customers and unpaid invoices from falling through the cracks.

Follow-Up Tracking

The bundle helps the business stay proactive with customers.

CRM follow-ups can support sales activity, while Accounting payment reminders and statements support financial follow-up. Together, they give the business a stronger process for managing both relationship follow-up and money follow-up.

Lists and Tags

CRM Pro includes lists and tags to help organise contacts and customers.

Lists can be used for broader groups, while tags can be used for flexible segmentation. For example, the business can group customers by interest, service type, lead source, customer status or follow-up priority.

When combined with Accounting Pro, lists and tags can support better customer organisation around quotes, payments, subscriptions and account status.

Search and Filters

CRM Pro includes search and filtering tools to help users find contacts, companies, deals, tasks and customer records quickly.

This is useful as the customer database grows and the business needs to find people by name, company, status, tag, list or sales activity.

Bulk Updates

CRM Pro supports bulk list and tag management, allowing the business to organise multiple contacts more efficiently.

This is useful when importing contacts, cleaning up customer data or segmenting a group of leads or customers.

CSV Import and Export

The bundle supports data portability through import and export tools.

CRM Pro can import and export customer relationship records such as contacts and companies, while Accounting Pro includes export tools for accounting records.

This helps with migration, backups, spreadsheet review and accountant handover.

CRM and Accounting Automation

When Accounting Pro and CRM Pro are used together, accounting activity can support CRM organisation.

For example, customers can be grouped or tagged based on billing activity, payment status, quote activity or customer type. This helps the business build better customer workflows without manually updating every record.

Better Sales-to-Cashflow Workflow

The combined bundle supports the full sales-to-cashflow process.

A business can capture a lead, add a contact, create a deal, schedule a follow-up, send a quote, convert the accepted quote into an invoice, record payment, send a statement and continue managing the relationship.

This is the core value of the bundle: it connects the customer relationship with the financial outcome.

Reports

Accounting Pro includes practical reports for invoices, sales, customer balances, payments, expenses and VAT-related summaries.

CRM Pro adds sales pipeline visibility, deal tracking and customer activity views.

Together, these reports help the business understand both its current financial position and future sales opportunities.

Logs and Activity Records

The bundle includes logs and activity records to help the business understand what has happened in the system.

This is useful for troubleshooting, reviewing automation, checking customer history and understanding the flow of quotes, invoices, payments, reminders and CRM actions.

Licensing and Protected Updates

Both Pro products include the Nomad licensing and protected update mechanism.

This allows customers to activate their license, receive updates and access the correct commercial product entitlement.

Optional Marketing Automation Integration

The bundle can work alongside Nomad Marketing Automation where installed.

CRM lists, tags and customer segments can support future email, WhatsApp or marketing workflows, while Accounting Pro provides useful customer and billing signals.

Marketing Automation should remain a separate product or add-on, but the Accounting + CRM Pro bundle gives it a stronger customer data foundation.

What This Bundle Does Not Include

The Accounting + CRM Pro bundle is focused on one small business and one website.

It does not include multi-company accounting, multi-website sales channels, marketplace management, external sales-channel routing, WooCommerce connector management, advanced team permissions, enterprise branch reporting or white-label client accounting.

Those features should be reserved for Enterprise products or separate connector add-ons.

Best Fit

Small Business Accounting + CRM Pro is best suited to small businesses that want to manage customers and money together.

It is ideal for businesses that need to track leads, contacts, deals, tasks, quotes, invoices, payments, statements, expenses, subscriptions and reports from one WordPress-based business system.

Simple Positioning Statement

Small Business CRM + Accounting Pro helps one small business manage its customers, sales pipeline, quotes, invoices, payments, expenses, follow-ups and reports from one WordPress website.