Top 19 CRM for Financial Accounting 2025

LP-CRM is a Ukrainian CRM for financial accounting in the commodity business, e-commerce, and service sector. Automate accounting, control profit, and optimize expenses! Clear analytics for making informed decisions.

Advantages

• Accurate profit accounting. Track every income and expense, analyze profitability.
• Automation of reporting. Get ready-made reports for financial control and decision-making.
• Convenient expense management. Easily record and classify expenses, optimize the budget.
• Debt control. Remind customers about payment on time, minimize risks.

Functionality

• Convenient financial accounting
• Automation
• Ukrainian support
• E-commerce CRM
• LP-CRM: Your assistant

NetHunt CRM is a CRM system integrated with Gmail. Manage leads, sales funnels, and automate routine tasks without leaving your familiar email. Organize customer accounting and control finances more efficiently!

Advantages

• Accounting in Gmail. Manage finances directly in your email, conveniently and quickly.
• Reporting and analytics. Get clear reports on financial performance to make informed decisions.
• Sales automation. Automate your sales funnel and manage leads more efficiently.
• Integration with tools. Easy integration with Google Workspace and other services.

Functionality

• Financial accounting
• CRM in Gmail
• Sales automation
• Sales funnels
• Convenient integration

Freshworks CRM (Freshsales) - CRM with built-in telephony, email, and AI. Manage finances, customers, and deals in one place. Streamline accounting and increase profits!

Advantages

• Full control over funds. Track income and expenses, plan budgets, and analyze profitability.
• Built-in telephony and email. Communicate with customers more effectively without switching between applications.
• AI assistant Freddy. Automate routine tasks, get valuable tips and forecasts for growth.
• Sales optimization. Increase profits with tools for leads, deals, and reports.

Functionality

• Financial accounting
• CRM with telephony
• AI sales assistant
• Process automation
• Reporting and analytics

SugarCRM - flexible open-source CRM system, ideal for B2B sales. Optimize financial operations, improve customer interaction, and increase profits. Scale CRM to meet the needs of your business!

Advantages

• Full control over data. SugarCRM open source ensures independence and customization.
• B2B sales growth. Optimize the sales funnel and increase profits.
• Flexible integration. Easily connect the services and tools you need.
• Automation of routine. Free your team from repetitive tasks.

Functionality

• Financial accounting
• B2B sales
• Open source
• Flexible CRM
• Sales automation

Keap (formerly Infusionsoft) - CRM and marketing automation designed specifically for entrepreneurs. Manage clients, automate sales and marketing campaigns, focusing on the growth of your business. Ideal for small and medium businesses that need an integrated solution.

Advantages

• Sales automation. Attract more customers, optimize the sales funnel and increase profits.
• Data centralization. All customer information in one place for better organization and analysis.
• Marketing automation. Effective email campaigns, segmentation and personalized communication.
• Revenue growth. Keap helps scale business and increase revenue.

Functionality

• Financial accounting
• Sales automation
• User-friendly interface
• Marketing automation
• 24/7 support

Pipedrive is a CRM that helps increase deal conversion. Visualize sales with intuitive pipelines, efficiently manage contacts, and automate routine tasks. Ideal for controlling financial performance in the sales process.

Advantages

• Understandable deals. Pipedrive visualizes sales, making it easy to track the progress of each deal.
• Projected profit. Accurate sales forecasts will help you plan and grow your business.
• Sales growth. Increase deal conversion and profit with Pipedrive tools.
• Time saving. Automate routine tasks, focus on the key.

Functionality

• Financial accounting
• User-friendly interface
• Deal visualization
• Sales automation
• Reporting and analytics

KeyCRM - Ukrainian CRM for order management from all channels, customer communications, warehouse management and analytics. Optimize finances, automate processes and increase your business profit!

Advantages

• Financial control. Full accounting of income and expenses in one place, profitability analysis.
• Order management. All orders from different channels in one system, convenient processing.
• Communication with clients. Built-in tools for quick communication with customers.
• Data analysis. Reports and analytics for informed decision-making.

Functionality

• User-friendly interface
• Process automation
• Financial control
• Reporting and analytics
• Ukrainian language support

Less Annoying CRM - a super-simple CRM system perfect for small businesses. Easily track finances and customers without unnecessary complexity! A great choice for streamlining accounting.

Advantages

• Simple accounting. An intuitive interface, understandable to everyone, without the need for special skills.
• Money control. Easily track your business's income, expenses, and cash flow.
• Clear reports. Get clear reports for making informed financial decisions.
• Saving time. Free up time from routine by automating financial operations.

Functionality

• Financial accounting
• Simple CRM
• For small business
• Without unnecessary functions
• Intuitive interface

Nutshell CRM is a simple CRM system with email marketing, ideal for B2B teams. Automate sales and marketing, manage clients, and track finances in one tool. Streamline financial accounting and increase profits!

Advantages

• Finance control. Track income and expenses, analyze deal profitability.
• Reporting automation. Instant reports on the state of finances, without manual data entry.
• Revenue forecasting. Forecast future profits for effective planning.
• Integration with Nutshell. Manage finances and clients in one system.

Functionality

• Easy to use
• B2B-oriented CRM
• Email marketing
• Financial accounting
• For small teams

Microsoft Dynamics 365 Sales - CRM system for increasing sales. Deep integration with Microsoft 365 and Copilot provides automation, forecasting, and data analysis for effective financial and customer management.

Advantages

• Deep integration. Seamless work with other Microsoft 365 products.
• Analytics with Copilot. Get valuable insights for making decisions.
• Sales automation. Increase team efficiency and speed up deals.
• Single source of data. All customer information in one place.

Functionality

• Reporting automation
• Convenient financial accounting
• Integration with 365
• Copilot for analysis
• Revenue forecasting

Salesforce Sales Cloud - CRM #1 for increasing sales. Build an effective sales funnel, analyze data, automate processes, and increase profits. Integrates with financial systems for comprehensive accounting.

Advantages

• Accurate accounting. Monitor cash flow and analyze profitability in real time.
• Profit forecasting. Optimize sales strategies based on data.
• Report automation. Instant access to key metrics for effective management.
• Sales improvement. Increase sales through effective lead management.

Functionality

• Convenient accounting of funds
• Detailed reports
• Process automation
• Sales funnels
• Data analysis

amoCRM - CRM with a focus on messengers! Chat funnels, bots, and omnichannel dialogues simplify communication with customers. Integrate amoCRM for convenient financial accounting and increased business efficiency.

Advantages

• Accounting of finances in chats. Control payments and expenses directly in dialogues with customers.
• Chat sales funnel. Automate the customer's path to purchase through messengers.
• Omnichannel in action. Collect all communications in one amoCRM window.
• Profitability analysis. Get reports on income and expenses for each client.

Functionality

• Online finance accounting
• Sales automation
• amoCRM+messengers
• Chat funnels for leads
• Omnichannel communications

Bitrix24 - CRM for accounting of finance, sales, contact center and projects. Manage finances, automate business processes and increase team efficiency in a single workspace.

Advantages

• Financial control. A complete overview of income, expenses, and profitability in one place. Analyze data and make informed decisions.
• Automation of reports. Instantly generate financial reports, saving time and avoiding manual data processing.
• Integration with the bank. Automatic synchronization of bank statements for accurate and up-to-date accounting.
• Cost management. Control expenses, track budgets, and optimize financial flows.

Functionality

• Financial control
• Convenient accounting
• Bitrix24 CRM
• Project management
• All in one

Copper CRM integrated with Google Workspace and Gmail, simplifies accounting for your business. Manage clients, deals, and finances directly from your inbox. Save time and increase productivity with Copper!

Advantages

• Integration with Gmail. Manage finances directly from your mail, without switching between tabs.
• Full cost control. A clear picture of financial flows, profitability analysis.
• One-click reporting. Instant report generation for decision making.
• Profit optimization. Identify opportunities to increase revenues and reduce costs.

Functionality

• Accounting for finances in CRM
• Integration with Google
• Gmail Convenience
• Sales automation
• Reporting and analytics

SuiteCRM - powerful open-source CRM for financial management. Flexible customization allows you to adapt the system to the specifics of your business, providing accurate accounting and analysis of financial data. Free solution with wide functionality!

Advantages

• Free platform. Open source provides full control and cost savings on licenses.
• Flexible adaptation. Customize the system to meet the needs of your business.
• Full data control. Your data is stored with you, no risk of leakage.
• Wide opportunities. Automation of sales, marketing and customer support.

Functionality

• Financial accounting
• Customization
• Open-source CRM
• Wide opportunities
• SuiteCRM

Optimize finances with monday sales CRM! A flexible CRM system based on monday.com, designed for effective sales management and integration with financial tools. Track deals, manage clients, and analyze profits in one place.

Advantages

• Clear analytics. Clear reports for better decisions and forecasting.
• Simple deal management. Control every deal from start to finish.
• Full monday.com integration. Use the familiar monday.com interface.
• Convenient team collaboration. Share information, respond quickly.

Functionality

• Financial accounting
• Report automation
• Integration with monday.com
• User-friendly interface
• Sales funnel management

OneBox OS: CRM/ERP for financial accounting. Automate business processes, manage telephony, warehouse and documents in one system. Optimize financial accounting and increase the efficiency of your business.

Advantages

• Control of finances. Accurate accounting of income and expenses, profitability analysis in OneBox OS.
• Optimization of expenses. Identify weaknesses, reduce unnecessary costs.
• Understandable reports. Analyze data in real time, make informed decisions.
• All in one. Finance, sales, warehouse - integrated into OneBox OS.

Functionality

• Financial accounting
• Automation
• CRM/ERP integration
• Convenient interface
• OneBox OS

Streak CRM is a CRM directly in your Gmail, with flexible, customizable pipelines. Track financial transactions, manage deals and control cash flow without leaving your familiar Gmail interface.

Advantages

• Accounting in Gmail. Track money directly in your email, without switching between tabs.
• Custom pipelines. Customize the sales and finance funnel to suit your business.
• Automated reports. Get ready-made reports on cash flow, income and expenses.
• Easy integration. Easily connect Streak to Google Sheets and other services.

Functionality

• Convenient income accounting
• Expense automation
• Gmail integration
• Custom funnels
• Profitability analysis

Insightly: CRM for SMB with project integration. Manage clients, deals, and projects in one system. Integrations provide financial accounting and analytics for your business.

Advantages

• Full control over money. Track income and expenses, analyze financial flows for better decisions.
• Project optimization. Manage project budgets, track profitability and profitability.
• Integration with tools. Connect bank accounts, payment systems and more for automation.
• Clear analytics. Get reports, visualizations, and forecasts for effective planning.

Functionality

• Financial accounting
• CRM + projects
• SMB integrations
• Simple solution
• Customer support