CRM for finance tracking: Manage your money!

Finance Tracking: An Effective Solution for Your Business!

I agree to the terms and data processing

What companies face

Precise income control

Track every dollar, know where the funds are going, analyze profitability.

Expense optimization

Identify unnecessary expenses and allocate the budget rationally.

Cash flow forecasting

Plan for the future, avoid cash flow gaps, make informed decisions.

Who will benefit most from LP-CRM

For entrepreneurs

Control income and expenses, plan your budget, see the real picture of your business. Analyze data to make informed decisions.

For accountants

Simplify reporting, automate routine operations, get accurate data for tax purposes.

For managers

Get consolidated information on cash flow, track investment performance, forecast financial flows.

For freelancers

Track income and expenses, issue invoices, control accounts receivable, save time.

Main pluses

Precise income control

Track every penny, know where the funds are going, and analyze profitability.

Cost optimization

Identify unnecessary expenses and allocate the budget rationally.

Cash flow forecasting

Plan for the future, avoid cash gaps, and make informed decisions.

Convenient reporting

Get detailed reports to analyze performance and improve results.

Integration with tools

Connect the necessary services for comprehensive data processing.

Data security

Your information is securely protected with modern encryption technologies.

How the service works

Quick registration

Entering data and activating the account

Demonstration

You get a step-by-step instruction

Start

Connect landing pages, websites, online stores and delivery services and start earning

LP-CRM in action - video

Characteristics

Unlimited cloud data storage
Customer segmentation by tags and filters
Bulk uploads of leads and applications
Integration with courier services (Nova Poshta, Ukrposhta, Justin)
UTM tags for advertising source analytics
Журнал змін і логування дій у системі

Reviews in video

A few words about us

A few words about us

LP-CRM is a CRM platform, developed by eCommerce practitioners.
Our team has more than ten years of experience in the product business, so we understand real tasks, leads drowned in Excel, employees spent hours manually transferring data, warehouse balances were opaque, and the effectiveness of traffic was assessed inaccurately.

We were looking for a ready-made solution on the market, but everything was either too complicated, or with a high entry barrier, or tailored for services, not goods.
So we developed our own solution, specifically for the needs of eCommerce and product business.

Now LP-CRM allows manage leads without routine, maintain transparent warehouse accounting, automate manager motivation, make call centers more efficient, send SMS mailings, combine calls into a single circuit and delivery services (Nova Poshta, Ukrposhta, other delivery services).
Thanks to this, entrepreneurs save time, reduce risks and evaluate the effectiveness of advertising in fact.

Why LP-CRM exists - to make business transparent, manageable and profitable.

FAQ

? LP-CRM: Is there integration with banks?
Yes, LP-CRM integrates with popular Ukrainian banks to automate payments and reporting

? Is it possible to manage multiple currencies?
Of course, LP-CRM supports managing finances in different currencies with automatic conversion

? How do I control customer profitability?
LP-CRM provides detailed reports on the profitability of each client, taking into account all expenses

? Is there data export for tax reporting?
Yes, with LP-CRM you can easily export data for tax reporting in a convenient format

Leave a request and get 14 days of free access