Sales & Client Management

Systemise your business workflow from lead to invoice. Seamlessly onboard new clients, automatically create projects on the back of won opportunities, while orchestrating your whole service delivery.


Educate your customers and engage your prospects by triggering fully-automated and sequenced drip campaign marketing activities to dynamic email contact lists and out to your social media channels.


Keep track of your service requests and delivery. Prioritise and allocate work among your team members. Track your time and manage service budgets. Benefit from automation that ties it all together.


Seamlessly convert sales wins into deliverable projects with clear and organised project, task and time management. Custom user permissions, categories, priorities and statuses help keep your work ordered.

The comprehensive answer to accountancy practice management & CRM.


Customer Relationship Management

Your back office, sorted.

RADAR CRM is the hub of your business – supporting your entire workflow lifecycle from quoting and onboarding new clients, through ongoing service to invoice. RADAR empowers your team to accurately and promptly deliver your broad range of services to clients, while automating back office administration and organising your task workload to keep you the step ahead.

Cut admin and human error

Cut the time spent on client account administration, communication and organising your workload. Structured lifecycle processes and automation keeps your team focused and their time spent wisely.

Keep your team on-process

With rigid personalised workflow tracks, you can lock your team on-process to minimise human error and ensure compliance obligations are enforced.

Sales > Production > Billing

Deliver your business from sale to invoice. Your operational structure will be built-out to your logic – ensuring slick continuance of delivery from lead to invoice all within RADAR.

Marketing Automation

Guide your prospects. Educate your customers.

Create and cadence a series of any number of automated marketing campaign activities via email, social and phone. Transition prospects from one campaign to another without any human intervention.

Define your own campaigns

Easily create email and social media campaigns to your own custom schedule – delivered for you automatically by RADAR once sent live.

Track the activity

Track the engagement by each prospect. Automatically trigger a series of follow-up actions based on each individual prospect’s activity.

Dynamic campaign rules

Automatically transition prospects from campaign to campaign, by pre-determined logic rules to define who should receive which campaign message.

Analyse the results

Dashboard widgets allow you to view the performance of your campaigns against one another, with the ability to drill-down into the data.

Sales CRM

Deliver service excellence.

Get your support or customer service ticketing organised, structured and backed by powerful automation built around your business processes.

Automatic dynamic action

The in-built text parser within RADAR CRM will do away with the need to manually triage your inbound service requests, automatically assigning inbound emails against the right ticket type, and more.

Follow-on triggers

Cut red-tape and repetitive tasks by relying on automated workflow activities on the back of your service ticket actions, tailored to your business processes.

Cross-module activities

If a service request within your business workflow demands attention from sales, or has implications on projects; you can rely on RADAR CRM to link-up activities for you automatically across the relevant system modules.

All in one place

Keep all of your data and activities with your customers, suppliers and partners in one place.

Marketing Automation

Process-driven project & task management.

Gone are the days of missing project updates, task time not getting logged or proof & review processes not getting followed. Projects inside RADAR CRM will keep you on-track.

Permission-based logic

Never let a task slip past a review or approval process step; Lock your users within their permission-grade by restricting the steps they can take within their assigned tasks.

Timesheets and reminders

If the measurement or billing of time is important to your business, you can monitor and prompt your team to log their time against their tasks and projects, which compile into their timesheet record.

Automatic email prompts

Automatically issue reminders by email, whether a task is overdue, requires approval or is re-assigned between team members.

Project dashboards

Easily view lists of tasks together on a sortable, searchable dashboard view for easy project management.

Addressing accountancy CRM challenges.

Your challenges…



The entirety of your service delivery is based on deadlines, strict deadlines that must be met in order to compliantly deliver for your clients.

You, always on-time

Never miss another deadline. Keep ahead of your workload by tracking key dates, automatically create task or activity actions and be kept focused with reports, alerts and notifications.

Tracking and billing time

Your business is your expertise and your time - and when you're selling time, it's absolutely fundamental that you're able to track and effectively bill that time.

Your time, fully tracked

Track and bill for your time effectively - on a task by task / project by project basis, or by deducting hours from an overall retained budget.

Dynamic workload

Sometimes your work follows the same format, sometimes its unique. Most systems are far too rigid - forcing you to shoehorn your working practices into the way the system demands.

Your processes, adopted

RADAR is malleable - moulding to your very own processes, terminology, and lifecycle of evets. Whether it's sales, account management, projects, tasks, billing or service - RADAR flexes to the way YOU want to work.

Relationship management

Remembering to keep on top of all those necessary client touchpoints can be cumbersome. It's easy to let deadlines slip or be the step behind with the client chasing for information.

Your clients, in the loop

RADAR permits you the structure and framework to never let anything slip through the cracks again. Dynamic reports, lists, filters, prompts and automated email actions keep you at pace with your workload.

Organise your team

Running an accountancy practice is a headache - it's always hectic and there's lots going on. That's the very fabric of your business.

Your team, organised

We help you to better organise and assign work among your team members, for both ad-hoc projects and ongoing retained services alike. Systemise your workflow with approval / proof / review steps, dynamic status fields, notifications, prompts and a logical cadence of events tailored to the way YOU work.

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Discover how RADAR can be best aligned to your business.

How has RADAR CRM been best tailored to the marketing, PR and advertising space?

Built by those in the know.

RADAR is not just another CRM. Built by the team at Wingman, a professional services marketing agency – using our intimate knowledge of the media, marketing and advertising industries – RADAR has been developed from the ground-up to suit the needs of ambitious, process-driven and focused firms.

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Most other systems are missing fundamental features. How is RADAR different?


Find most systems miss a fully joined-up approach? Letting opportunities slip through the cracks?


With RADAR, we took a rigid approach; building automated process steps to suit your business workflow. The integrity of your data and business processes are maintained, RADAR CRM controls the order, format and steps taken by your users when inputting data – whether updating a sales opportunity, creating a new project or logging time against a task.


Confused or frustrated by the cost or sheer complexity of some CRMs pricing models?


We were too. So we decided to take a straight-forward, flexible model based on the number of people you need to access a CRM. Each of our plans allow you and your team access to all of the features and functionality of our CRM, without any hidden surprises or restrictions.


Stuck working the way your CRM provider decided you should work? Don’t let your system hold you back.


RADAR has been built to work around you. During your onboarding process, our team will map and custom build workflow automation to your business process. Whether that’s for sales, projects or service ticketing – you are able to collect, store, manage and trigger activities from your data in a way that suits.

Data Integrity

Very frustrating when your data always ends up in a mess, isn’t it? Most systems won’t help.


We feel your pain! To maintain the integrity of your data set, whether that’s fields of contact information or the status of a task for example, you can dictate how data is input, in which order and dynamically change the options presented to your users based on their prior inputs. Keeping your data clean, organised and valuable.

Fly your business on course with the help of RADAR CRM.

See how RADAR can be tailored to your business.

Book your free demo call today.

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