B2B sales & account management
Build stronger customer relationships.
Connect lead follow-up, account history, multi-stage sales, quoting and the accounting context your team needs.
Explore B2B Sales & Account ManagementA practical CRM for growing businesses
Powerful CRM.
Less complexity.
Bring campaigns, customer relationships, sales and quoting together in one practical CRM. Built for B2B and B2C teams, whether you sell products, services or both.
Integrates with XERO, MYOB and QuickBooks.
One connected customer journey
From first enquiry to a customer who comes back.
Keep the campaign source attached as a lead becomes an opportunity, a quote and a sale. Your team can see what happened and what needs a follow-up.
See Marketing & CampaignsIllustrative interface · sample data
Google Ad campaignSpring promo — plumbing supplies
Active- Google Ads campaign
- Plumbing supplies — Sydney ID 2093 4471 885
- Web form
- Spring promo enquiry form
- Ad spend
- A$2,500
- Cost per lead
- A$18.52
- 143Form submissions8 rejected as spam
- 135New leadsnot previously in the CRM
- 24Opportunitiesqualified into the pipeline
- 18Quotes issuedA$187,500 quoted
- 7WonA$54,200 in sales
The work, connected
Everything your team needs to move work forward.
Start with the parts of Astra that fit your business. Add more context as the relationship grows.
Marketing & campaigns
Capture campaign-linked enquiries, nurture leads and understand which activity is connected to opportunities and won sales.
Sales & quoting
Use a straightforward quote-and-accept process or manage opportunities through the stages your sales process needs. Keep quote revisions and follow-up activities together.
Customer management
Give your team one place for accounts, contacts, conversations, tasks, opportunities and customer history.
Professional services
Book client sessions into each service provider's diary without double-booking, keep clients informed of changes, and invoice completed sessions through Xero, MYOB or QuickBooks.
Email integration
Save the emails that matter to the right contact, company or opportunity, straight from Outlook. Nothing else comes across unless you choose.
Integrations
Connect customer and sales work with your accounting system, and use email sequences for supported follow-up workflows.
Quick to start
Switching CRM shouldn't stall your team. Astra gets you from sign-up to working records quickly.
- A guided setup checklist that walks you through each step and picks up where you left off.
- CSV import templates for your existing lists, with a row-by-row report of anything that needs fixing.
- Your accounting records: bring in customers and products from Xero, MYOB Business or QuickBooks Online.
- A ready-made sales pipeline to start with, then adapt the stages to how you sell.
- Three hours of onboarding help from our team during your trial.
Sales that fit your process
Simple when it can be. Structured when it needs to be.
Some sales are a quote and an acceptance. Others need qualification, multiple stages, team follow-up and careful revisions. Astra supports both ways of working.
See Sales & QuotingKeep every revision clear. See what changed and which quote version the customer accepted.
Make the next step visible. Keep customer history, tasks and follow-up workflows close to the opportunity.
Know what has been sold. Track the serial numbers of the equipment, memberships or subscriptions each customer bought, with warranty dates.
Solutions for the way you work
One CRM, useful across different business models.
Professional services
Coordinate appointments and recurring schedules.
A functional module for service businesses that require the booking & management of client sessions, with service provider diaries, reminders and invoicing through your accounting system.
Explore Professional ServicesFor B2B and B2C businesses, across product sales and service delivery.
Accounting stays in its lane
CRM context, connected to the books you already use.
Astra connects to Xero, MYOB Business and QuickBooks Online. Available features vary by provider. Your accounting system remains the record for invoices, payments and stock.
See integration details