Explore what’s next with Phocas

Less manual work and simpler statement management help finance teams get up and running faster and maintain reports with less effort.

• Templates and statement upload from PDF
  Build from a template, or create a new statement in minutes by importing a PDF statement straight from your ERP with structure, inferred automatically and ready immediately

• Start faster with AI powered account mapping
  AI suggests account groups for unmapped accounts and shows a confidence rating on every suggestion, so you can bulk-accept the ones you trust and only review the rest.

Every update to Phocas CRM comes back to one goal: making it easier for your reps to use. This release brings AI-powered activity capture, visual pipelines and a refreshed interface, less admin, less friction, more time to sell.

• Capture sales activity with AI voice to task
  Turn spoken updates into tasks and notes quickly, helping reps keep customer records current while on the move.

• Manage opportunities with visual pipelines
  See deals by stage, understand what’s moving and quickly spot where follow-up is needed.

• Work faster in CRM
  A refreshed interface, improved filtering and search, better record handling and stronger mobile usability make everyday CRM work easier.

• Turn insight into action
  CRM is increasingly connected with the rest of Phocas, making it easier to move from customer insight to assigned activity and follow-up.

Manage statements has been upgraded to give you a more intuitive and flexible way to create, edit, and organize your financial statements. With a cleaner layout and improved editing experience, it’s easier to build, customize, and manage statements with confidence.

What’s new

• Export exactly what you need
  Export values only on new style workbooks, removing formula complexity and speeding up even the most data-heavy spreadsheets.
• Improved editing experience
  A more intuitive editing area with clearer tabs, simplified controls, and flexible styling makes it easier to customize statements and understand how they’re structured.
• Simpler formula creation
  Build calculations faster with click-to-select references and an improved formula experience—no need to rely on complex syntax or documentation.
• Better visibility and control
  Clearer options for showing/hiding items, setting performance direction, and styling rows give you more precision over how your statements are presented.
  
  

Phocas now gives sales teams a clearer path to revenue with two tightly connected tools. Insights delivers out-of-the-box visualisations, drill-downs, smart search and powerful filters. Helping reps surfaces at-risk accounts and high-value opportunities instantly.

Alongside Insights, the refreshed CRM delivers a smoother, modern experience with faster filtering, mobile optimisation and Outlook calendar sync, so reps can act on those insights without friction. Together, they create a seamless workflow – spot the opportunity in Insights, jump straight into CRM to follow up and keep every conversation moving.