LP-CRM: a powerful CRM for product business, e-commerce, and services. Optimize finances, manage sales and clients. The ideal solution for your business.

Platform advantages

• Accurate accounting. Provides full control over all financial flows of your business, from sales to expenses.
• Convenient analytics. Visualizes key performance indicators for making informed decisions.
• Instant payments. Integrate systems for fast transaction processing and improved cash flow.
• Data security. Reliable protection of your financial information from loss and unauthorized access.

Key parameters

• LP-CRM: finances in order
• Effortless financial accounting
• CRM for business
• E-commerce accounting
• Services and finances

Freshworks CRM (Freshsales): A comprehensive CRM solution for financial accounting. Combines telephony, email, and a powerful AI assistant to optimize processes, improve customer communication, and make informed financial decisions. Gain complete control over your finances.

Platform advantages

• Revenue control. Track all financial flows and payments in one place, ensuring complete transparency.
• Budget planning. Effectively allocate resources, forecast expenses and revenues for stable development.
• Reporting. Get detailed reports on financial status to make informed management decisions.
• Financial automation. Reduce manual work, minimize errors, and optimize money management processes.

Key parameters

• CRM for finance
• Professional accounting
• Freshworks CRM
• Unified tool
• AI assistant

Microsoft Dynamics 365 Sales: A powerful CRM for financial accounting. Deep integration with the 365 ecosystem and AI assistant Copilot for process automation, analytics, and increased business efficiency.

Platform advantages

• Deep Integration. Connects data across various business functions for holistic management.
• Copilot Assistant. Intelligent assistance for decision-making and task automation.
• Reporting. Transparent view of financial flows and performance.
• Customer Management. Effective customer relationship management and sales growth.

Key parameters

• CRM for Finance
• Microsoft Dynamics 365
• 365 Integration
• Copilot AI
• Microsoft Sales

OneBox OS: A universal CRM/ERP platform that integrates processes, telephony, inventory, and document management. Optimize financial accounting and manage your business more effectively with one powerful tool. Ideal for those seeking a comprehensive financial solution.

Platform advantages

• Expense control. Complete tracking of all financial flows and performance analysis.
• Revenue forecasting. Plan future income and optimize your budget.
• Reporting. Generate detailed financial reports for decision-making.
• Analytics. Track key metrics for business growth.

Key parameters

• CRM for finance
• OneBox: CRM/ERP
• Processes, telephony, inventory
• Full accounting cycle
• One interface, endless possibilities

Vtiger CRM: An all-in-one platform for sales, marketing, and customer support. Optimize financial accounting, automate processes, and boost business efficiency with Vtiger.

Platform advantages

• Money Control. Gain complete insight into your company's financial flows with Vtiger CRM.
• Reporting. Analyze data to make informed decisions.
• Integration. Unify Sales, Marketing, and Help Desk on a single platform.
• Transparency. Track every transaction for impeccable accounting.

Key parameters

• CRM for Finance
• Vtiger: Sales, Mkt, Help
• Unified Platform
• Automate Your Business
• Easy Accounting

Salesforce Sales Cloud: the leading CRM for building effective sales funnels and powerful analytics. Optimize financial management, customer relationships, and business growth with a comprehensive solution.

Platform advantages

• Sales growth. Optimize your deals to increase profits.
• Detailed analytics. Gain deep insights into your business.
• Customer management. Build strong relationships with your customers.
• Automation. Streamline workflows and save time.

Key parameters

• Financial CRM
• Sales funnels
• Business analytics
• Salesforce Sales Cloud
• Leading solutions

Streak CRM: your CRM right in Gmail. Manage deals, clients, and finances with flexible custom pipelines. Optimize workflows without leaving your email. Ideal for financial control.

Platform advantages

• Fund management. Easily track income and expenses directly in your inbox.
• Flexible deals. Customize processes for any financial operations.
• Gmail integration. Work with your finances without leaving your email client.
• Simple visualization. Clearly see the status of your financial flows.

Key parameters

• CRM for finance
• Streamline finances
• Gmail CRM
• Custom pipelines
• Streak CRM

CPAshka: A CRM system for dropshipping. Automate accounting, optimize finances, and scale your dropshipping business. Easily track profits, expenses, and performance. Your financial stability is our priority.

Platform advantages

• Simple dropshipping. Manage all your dropshipping finances in one place, simplifying accounting.
• Automation of calculations. Our system automatically calculates your profits and expenses, saving you time.
• Business reporting. Get a clear understanding of your sales and operations profitability.
• Centralized accounting. All financial information is gathered in a single convenient interface for effective management.

Key parameters

• Finance CRM
• Dropshipper accounting
• Automatic calculation
• CPAshka
• CRM for dropshipping

Zoho CRM: a powerful cloud-based CRM for sales, marketing, and service automation. Optimize business processes, improve customer interaction, and increase efficiency. The ideal solution for financial accounting.

Platform advantages

• Reporting. Understand financial flows and optimize expenses.
• Forecasting. Predict revenue and plan your budget with accuracy.
• Efficiency. Centralize data for better decision-making.
• Control. Track all transactions in one place.

Key parameters

• CRM Finance
• Sales Automation
• Marketing
• Service
• Zoho CRM

Bitrix24: a comprehensive solution for financial accounting. CRM, contact center, and workspace for effective management of sales, clients, and projects. Everything your business needs - in one platform.

Platform advantages

• A unified space. Manage all finances in one place, track income and expenses.
• User-friendly interface. Intuitive system for easy financial management.
• Quick access. Control your budget and operations anytime, anywhere.
• Efficient planning. Analyze data for better budgeting and forecasting of future revenues.

Key parameters

• CRM for finance
• Bitrix24: all-in-one
• Effective accounting
• Sales, contacts, projects
• Business optimization

Nutshell: a simple CRM and email marketing for B2B teams. Optimize sales, manage contacts, and increase efficiency with an intuitive tool. Ideal for managing your business finances.

Platform advantages

• Fund management. Easily track income and expenses, plan your budget.
• Profit forecasting. Forecast future financial performance and avoid surprises.
• Budget optimization. Understand where your money is going and make informed decisions.
• Reporting. Quickly generate reports for analysis and decision-making.

Key parameters

• CRM for finance
• Simple CRM
• B2B marketing
• Email campaigns
• Nutshell CRM

amoCRM: CRM with a focus on messengers. Create effective chat funnels, automate communication with bots, and conduct omnichannel dialogues. Ideal for financial accounting where every contact matters!

Platform advantages

• Smart management. Effective planning and control of cash flows.
• Analytics for growth. Get reports to make profitable decisions.
• Convenient communication. Communicate with clients in any messenger.
• Routine automation. Reduce your staff's workload.

Key parameters

• CRM finance
• amoCRM
• Chat funnels
• Bots
• Omnichannel dialogues

Pipedrive: CRM that optimizes financial sales! Focus on conversion and visual pipelines helps effectively manage clients and increase profit. Ideal for financial advisors and companies.

Platform advantages

• Increased sales. Pipedrive optimizes the sales process, allowing for more effective conversion of potential clients into actual buyers.
• Visual pipeline. Clear view of all deals, their status, and next steps for quick decision-making.
• Effective management. Centralized management of all client interactions for maximum productivity.
• Reporting and analytics. Obtaining valuable data for analyzing performance and adjusting business development strategy.

Key parameters

• CRM for finance
• Deal tracking
• Visual pipelines
• Pipedrive CRM
• Sales growth

Keap (ex-Infusionsoft) - a comprehensive CRM and marketing automation for entrepreneurs. Optimize sales, manage customers and campaigns, increase business efficiency. Ideal for growth-oriented companies.

Platform advantages

• Sales growth. Increase revenue through effective customer engagement and automated sales.
• Business management. Streamline all aspects of your business in one place.
• Loyalty increase. Build strong customer relationships by offering personalized service.
• Time saving. Automate routine tasks to focus on growing your business.

Key parameters

• Finance CRM
• For entrepreneurs
• Keap
• Accounting
• Marketing automation

Creatio (Sales) - is a low-code CRM platform that integrates sales management with powerful process automation. It is ideal for financial accounting, optimizing workflows and increasing team efficiency.

Platform advantages

• Cost optimization. Manage your finances more effectively, control every cent.
• Budget transparency. See the full picture of financial flows for better decision-making.
• Risk reduction. Minimize financial losses through automated control.
• Profit growth. Identify opportunities to increase revenue and optimize profitability.

Key parameters

• CRM for finance
• Efficient accounting
• Creatio Sales
• Process automation
• Low-code platform

Apptivo: a comprehensive solution for SMBs! Our suite of business applications with a powerful CRM core will help optimize finances, sales, and management. Track transactions, manage clients, and grow your business more efficiently.

Platform advantages

• Budget Management. Centrally track income and expenses, analyze financial indicators.
• Financial Transparency. Have full control over your business's cash flows.
• Resource Planning. Effectively allocate funds to achieve strategic goals.
• Reporting and Analytics. Obtain valuable data for making informed financial decisions.

Key parameters

• CRM for Finance
• Apptivo: Business Applications
• CRM for SMB
• Finance & CRM
• Apptivo: Easy Accounting