Top 13 CRMs for Business Financial Control

CPAshka - CRM for dropshipping in Ukraine. Automate dropshippers accounting, control finances and maximize profits. The perfect solution for financial control of your dropshipping business.

Main Advantages

• Accurate accounting of dropshippers. Automatic calculation of orders, payments and debts of each dropshipper. Minimize errors!
• Optimization of payments. Simplify settlements with partners. Automatic reports and payment history for transparency.
• Time saving. Forget about manual tables! CPAshka automates all routine operations.
• Profitability control. Analyze the effectiveness of each dropshipper and make informed decisions for development.

Features

• Financial control
• Payment automation
• Accounting of dropshippers
• Sales analytics
• Integration with banks

LP-CRM is a Ukrainian CRM for product business, e-commerce and service sector. Automate sales, control finances, analyze efficiency. Optimize business processes with LP-CRM!

Main Advantages

• Clear analytics. Control profits and losses, see the weak points of the business.
• Sales automation. Increase the volume of deals and customer loyalty.
• Cost optimization. Reduce unjustified expenses, control cash flows.
• Integration with banks. Get up-to-date information on cash flow in real time.

Features

• Financial accounting is automated
• User-friendly interface
• Real-time reporting
• Integration with banks
• Control of expenses and income

Nutshell: Simple CRM + email marketing for B2B. Streamline financial control, automate sales, and improve customer relationships. Ideal for financially-driven teams.

Main Advantages

• Simple integration. Easily connects with other accounting tools.
• Improved control. Track all financial transactions in one place.
• Clear analytics. Get clear reports for decision-making.
• Time-saving. Automate routine tasks and reduce costs.

Features

• Convenient financial control
• B2B CRM + email
• Sales automation
• Simple interface
• Effective reporting

Capsule CRM: simple and user-friendly CRM for managing clients, deals and projects. Optimize your financial control, track sales and build strong relationships with customers. Ideal for small and medium-sized businesses.

Main Advantages

• Simple customer accounting. All customer information in one place, easy access and editing.
• Convenient deal management. Track deal progress, reminders of important milestones, profitability analysis.
• Project management. Organize tasks, deadlines and communications in projects, collaborate effectively.
• Integration with services. Connect mail, telephony and other tools to improve work.

Features

• Simple interface
• Convenient customer accounting
• Financial control
• Sales automation
• Reporting and analytics

Less Annoying CRM - an extremely simple CRM system, ideal for small businesses. Track customers, contacts, and tasks without unnecessary features. A great solution for financial control and effective customer relations.

Main Advantages

• Convenient customer accounting. Store all customer information in one place.
• Payment tracking. Control receipts and avoid delays.
• Simple interface. Intuitive for the whole team, no training needed.
• Payment reminders. Automatic reminders to customers to pay on time.

Features

• Easy financial accounting
• Convenient reporting
• Expense control
• Integration with the bank
• Task automation

OneBox OS: CRM/ERP platform for financial control. Automate processes, manage telephony, warehouse and document management in a single system. Optimize finances and increase the efficiency of your business.

Main Advantages

• All in one place. All financial processes, clients and documents - in one OneBox OS system.
• Full financial control. Track income, expenses and profit in real time, reporting.
• Cost optimization. Automation of routine, reduction of operating costs and errors.
• Data transparency. Quick access to financial information for decision making.

Features

• Financial accounting
• Process automation
• Convenient telephony
• Warehouse accounting
• Document flow

Agile CRM - Unifies sales, marketing, and service in a single platform. Optimize financial control, automate processes, and improve customer interaction. All in one interface for efficient business management!

Main Advantages

• Single interface. Sales, marketing, and service - all in one place for convenience.
• Cost optimization. Reduces software and integration costs.
• Improved communication. Shared database for all departments, easy data exchange.
• Increased efficiency. Automation of routine tasks, freeing up team time.

Features

• Financial control CRM
• Sales, marketing, service
• User-friendly interface
• Agile CRM for finance
• Process automation

KeyCRM - Ukrainian CRM for comprehensive business management. It unifies orders from all channels, customer communications, warehouse management, and powerful analytics. Ideal for financial control and business process optimization.

Main Advantages

• All in one place. Manage orders, warehouse, customers, and finances from a single KeyCRM system.
• Clear analytics. Get clear reports on profit, expenses, and the effectiveness of each channel.
• Cost optimization. Control cash flow, avoid cash gaps, and increase profits.
• Accounting automation. Synchronize data to minimize manual work and avoid errors.

Features

• Financial accounting in CRM
• Ukrainian CRM for business
• Reporting and analytics
• Orders from everywhere
• Cost/Profit control

Streak CRM: a powerful CRM integrated directly into Gmail. Create custom pipelines to track deals, customers, and finances. Optimize your financial control right in your usual mail!

Main Advantages

• All in Gmail. Manage finances directly from your email, without switching.
• Custom pipelines. Customize processes to fit your business needs.
• Reporting and analytics. Get valuable insights for decision-making.
• Simple integration. Easily connect other services for efficient work.

Features

• Financial CRM
• Gmail integration
• Custom pipelines
• Cost control
• Revenue reporting

Freshworks CRM (Freshsales) - A CRM for financial control with built-in telephony, email, and AI. Automate sales, track deals, and build strong customer relationships. Optimize financial performance with analytics and reporting.

Main Advantages

• Profit control. Track finances, deals, and forecasts in one place. Optimize sales.
• Communication automation. Built-in telephony, email, and AI for effective communication with customers.
• Revenue forecasting. Accurate financial forecasts based on sales and customer data.
• Real-time reporting. Instant access to data for informed decision-making.

Features

• Sales automation
• Telephony integration
• AI assistant for reports
• Financial control
• Profit forecasting

Microsoft Dynamics 365 Sales - CRM for sales management with deep integration with other Microsoft 365 products. Enhance financial control with built-in Copilot. Automate processes and improve sales forecasting.

Main Advantages

• Integration with Microsoft 365. Easily work with Excel, Outlook, and other familiar Microsoft tools.
• Copilot for data analysis. Get valuable insights and improve forecasts with artificial intelligence.
• Sales optimization. Increase profits with better deal and customer management.
• Reporting automation. Create accurate reports instantly, saving time and resources.

Features

• Reporting automation
• Profitability control
• Integration with banks
• Online cost analysis
• Revenue forecasting

Apptivo is a suite of business applications with a CRM core, perfect for SMB. Streamline financial control, automate sales, and improve customer engagement. All in one solution for your business!

Main Advantages

• Full financial overview. With Apptivo, you can see all cash flow, income, and expenses in one place.
• Accurate expense tracking. Control every penny, optimize your budget and increase profits.
• Convenient budget planning. Predict financial results, avoid cash gaps.
• Real-time reports. Instant access to financial metrics for decision making.

Features

• Financial control for small business
• CRM for financial accounting
• User-friendly Apptivo interface
• Reporting automation
• Full expense control

Bitrix24 - CRM and workspace for financial control, sales, contact center and project management. Organize your business effectively with an all-in-one solution! Automate financial accounting, manage customers and monitor task execution.

Main Advantages

• Control of finances. Track income and expenses, optimize budget, build reports.
• Customer management. Store interaction history, segment audience, increase loyalty.
• Task automation. Routine operations are performed automatically, minimizing the human factor.
• Real-time reporting. Get up-to-date information on the state of affairs, analyze trends, make decisions.

Features

• Financial accounting
• Process automation
• Integration with banks
• User-friendly interface
• Reports and analytics