LP-CRM: effective CRM for product business, e-commerce and service industry. Optimize sales, manage clients and improve service. The ideal solution for your business growth.

Main pros

• Optimization of work. Increase efficiency through automation of routine tasks.
• Convenient management. Centralized access to information about clients and deals.
• Sales are growing. Track every stage of sales and increase conversion.
• LP-CRM for you. We adapt the solution to your business, whether it's trade, e-commerce or services.

Technical details

• CRM for business
• Accounting automation
• Customer management
• Sales analytics
• Easy integration

Odoo CRM: a powerful CRM module in the Odoo ecosystem, ideal for accounting firms. Optimize customer interactions, manage deals, and automate sales processes, integrating with other Odoo modules for maximum efficiency.

Main pros

• Growth of the client base. Effectively manage leads and increase sales.
• Service improvement. Provide exceptional service to every client, knowing their needs.
• Data centralization. All customer and deal information in one place.
• Seamless integration. The CRM module in Odoo works together with other business processes.

Technical details

• CRM for accounting firms
• Odoo CRM: efficiency
• Integration with ERP
• Process automation
• Easy customer control

Freshworks CRM (Freshsales) - a powerful CRM for your accounting firm! Integrated telephony, email marketing, and an AI assistant automate routines, freeing up time for strategic development and deeper customer analysis. Make your business more efficient!

Main pros

• Convenient telephony. Built-in telephony for calling clients directly from the system.
• Email integration. Easy management of correspondence with clients in one place.
• AI assistant. Automate routine tasks and get tips from an intelligent assistant.
• Unified database. All information about clients and deals is collected in one place for easy access.

Technical details

• CRM for accounting firms
• Freshworks CRM
• Built-in telephony
• Email integration
• AI assistant

Salesforce Sales Cloud: a leading CRM for accounting firms. Build effective sales funnels, optimize processes, and gain deep analytics to grow your business. A reliable tool for comprehensive client and deal management.

Main pros

• Efficient management. Centralize client and deal data for full control.
• Detailed analytics. Gain deep insights for strategic decision-making.
• Scalability. Grow with your business by adapting functionality.
• Team productivity. Improve collaboration and performance of your specialists.

Technical details

• CRM for accounting
• Sales optimization
• Business automation
• Effective analytics
• Leading CRM

Apptivo: a comprehensive solution for your accounting firm. An integrated suite of business applications with a powerful CRM core, optimized for SMBs. Manage clients, projects, and finances in one place. Increase efficiency and grow your business.

Main pros

• Client control. All client data in one place for better service.
• Routine automation. Free up time from paperwork and repetitive tasks.
• Convenient management. Easy access to important information and ease of management.
• Increased efficiency. Optimize workflows and increase your team's productivity.

Technical details

• CRM for accounting
• Convenient SMB CRM
• Apptivo: solution
• CRM core for business
• Client management

Zoho CRM: a cloud-based CRM for automating sales, marketing, and service. Optimize accounting operations, enhance customer experience, and increase profits. The ideal solution for any accounting firm.

Main pros

• Maximum efficiency. Optimize workflows for your business growth.
• Full control. Manage all aspects of sales, marketing, and service.
• Sales growth. Utilize powerful tools for customer acquisition and retention.
• Professional service. Ensure flawless service for your clients.

Technical details

• CRM for accounting
• Automate sales
• Marketing, service
• Zoho CRM cloud
• Firm efficiency

Copper: CRM for Google Workspace, deeply integrated with Gmail. Streamline workflows, manage clients and deals directly from your email client. The ideal solution for accounting firms where time is money.

Main pros

• Effective customer management. Improve relationships and communication with your accountants and their clients.
• Gmail integration. Manage all correspondence and deals directly from your email.
• Workflow optimization. Simplify routine tasks and focus on the strategic growth of your business.
• Deep Google Workspace. Maximize the potential of Google Workspace to increase your team's productivity.

Technical details

• CRM for accounting firms
• Professional accounting CRM
• Copper CRM Google Workspace
• Deep Gmail integration
• Workflow optimization

monday sales CRM: A flexible CRM based on monday.com, optimized for sales teams. Improve processes, manage clients, and increase the sales efficiency of your accounting firm.

Main pros

• Customizable flexibility. Adapt the tool to the specifics of your accounting and team.
• Financial control. Manage accounts receivable, accounts payable, and profits with ease.
• Simplified workflow. Centralize all customer and deal information in one place.
• Sales analytics. Gain deep insights into team performance and improve strategies.

Technical details

• CRM for accountants
• Sales automation
• monday.com CRM
• Flexible interface
• Team workspace

Insightly: A comprehensive solution for SMBs. CRM for client management, project management for efficient task execution, and powerful integrations. Optimize business processes and increase profits with Insightly.

Main pros

• Client Management. All about your client relationships in one place, improving communication.
• Project Control. Track all task stages and deadlines, ensuring timely completion.
• Tool Integration. Connect your favorite services to optimize workflows.
• Reporting & Analytics. Gain deep insights into your business performance and make informed decisions.

Technical details

• CRM for Accountants
• CRM + Projects for SMBs
• Business Integrations
• Insightly CRM
• Finance Automation

Keap (ex-Infusionsoft) - CRM and marketing automation for growing your business. Optimize customer relationships and scale sales. Ideal for accounting firms striving for efficiency.

Main pros

• Customer Management. Efficiently process customer bases, track interactions, and improve service.
• Marketing Automation. Reduce time on routine marketing tasks, increasing engagement and conversion.
• Reporting and Analytics. Get accurate data for strategic decision-making and financial control.
• Sales Control. Organize the entire sales cycle, from lead to deal, ensuring revenue growth.

Technical details

• CRM for Accounting
• Financial Efficiency
• Keap: CRM + Marketing
• Business Growth
• Automation for Entrepreneurs

Agile CRM is an integrated solution for accounting firms, combining sales, marketing, and service in one intuitive interface. Streamline operations, increase efficiency, and enhance customer experience.

Main pros

• Unified Interface. Sales, marketing, and service in one place for efficient operations.
• Sales Growth. Improve customer and deal management to boost profitability.
• Customer Loyalty. Deliver exceptional service, building strong relationships with every client.
• Team Efficiency. Optimize interdepartmental collaboration, increasing overall productivity and results.

Technical details

• CRM for Accounting
• Unified Interface
• Sales, Marketing, Service
• Agile CRM
• Accounting Solutions