CRM for financial accounting: Control your business!

Optimize your business's financial accounting!

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Regular price:

1999

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CRM Advantages

Set up business and control all processes in a single interface

Analyze income and expenses in real-time, make informed decisions for business development.

Identify inefficient expense items, plan a budget, and increase profitability.

Get clear reports on the financial state of your business, data visualization.

Store interaction history, improve service, increase customer loyalty.

Who will get the most from the CRM system?

Our clients are little and mid-sized businesses, startups, online stores and marketing agencies

Simplify money management, control income and expenses, make informed decisions

Organize income, track clients, keep accurate records for tax reporting

Establish financial processes from scratch, attract investments, scale the business

Automate routine operations, reduce the risk of errors, ensure data transparency for audits

Control project budget, track expenses, analyze profitability.

Training video on the system

Short video — quick start without technical difficulties

What the system can do

Only useful functionality

Creating promotional mailings
API for integrations with services
Automatic status updates
System customer accounting
Web version and mobile adaptation
Контроль дати повторного контакту

CRM for business with a guaranteed result

Choosing CRM for companies in Ukraine

We are a team of integrators with 10+ years of CRM implementation experience

⚡ Consultation and CRM choice
Selecting CRM for online stores, services, agencies

🔗 Setting up CRM for your processes
Ensuring full integration with business services

🤝 Guaranteed user support
We help with all settings `

Sign up for a consultation — find out how CRM can help you

Reviews in video format

How is CRM implemented?

📋

Submit a request

Send a request for consultation

🔍

Diagnostics

Assessing tasks

⚙️

Implementation

Ensuring the system works

🎓

Training session

Conducting a training session

🤝

Service

Support after launch

Most common questions about CRM implementation

Допомагає контролювати доходи, витрати, прибуток, покращує фінансове планування та звітність

Підприємцям, малому та середньому бізнесу для автоматизації фінансового управління

Інтуїтивний інтерфейс та навчання роблять систему простою у використанні

Автоматичне завантаження виписок, мінімізація ручного введення даних, економія часу