Test and Choose a CRM

Top 13 CRMs for Business Financial Control

Optimize Finances: An Overview of Systems for Effective Management.

Rating

Test and Choose a CRM

№1

CPAshka

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
CPAshka
№2

LP-CRM

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
LP-CRM
№3

Nutshell

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
Nutshell
№4

Capsule CRM

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
Capsule CRM
№5

Less Annoying CRM

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
Less Annoying CRM
№6

OneBox OS

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
OneBox OS
№7

Agile CRM

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
Agile CRM
№8

KeyCRM

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
KeyCRM
№9

Streak CRM

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
Streak CRM
№10

Freshworks CRM (Freshsales)

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
Freshworks CRM (Freshsales)
№11

Microsoft Dynamics 365 Sales

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
Microsoft Dynamics 365 Sales
№12

Apptivo

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
Apptivo
№13

Bitrix24

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
Bitrix24
Comparison

CRM Comparison Table

# CRM System Positioning Features Trial Period Cost From
1CPAshkaDropshipping, e-commerceAccounting of dropshippers, financial control, process automationFree for the first 100 leadsfrom $5/month
2LP-CRMProduct business, e-commerce, servicesSales automation, financial control, efficiency analysisFree version up to 50 orders per monthfrom $9/month
3NutshellB2B, Finance, SalesCRM, Email Marketing, Sales Automation14-day trialFrom $16/month per user
4Capsule CRMSmall business, SMBClients, deals, projectsFree planfrom $18/month per user
5Less Annoying CRMSmall business, entrepreneursSimplicity, contacts, tasks30 day test$19/month per user
6OneBox OSSmall business, medium businessFinancial control, automation, integrationSome applications are freefrom $1.99/month (per 1000 records)
7Agile CRMSmall business, startupsAutomation, CRM, integrationFree plan (up to 10 users)from $8.99/month per user
8KeyCRMeCommerce, Small businessOrders, communications, analytics14-day trialfrom $19/month
9Streak CRMSmall business, freelancersGmail integration, Pipelines, FinancesFree planfrom $59/month per user
10Freshworks CRM (Freshsales)Small business, salesSales automation, built-in telephony, financial controlFree planfrom $9/month per user
11Microsoft Dynamics 365 SalesSmall, medium, large businessDeal management, automation, forecasting30 day trialfrom $65/month per user
12ApptivoSMBs, startupsCRM, automation, integrationFree trialfrom $15/month per user (annual payment) or $20/month monthly
13Bitrix24Small business, medium businessCRM, project management, automationFree planfrom $61/month (5 users)
FAQ

FAQ

? Why is a money management system needed?
Automation, accurate accounting, analysis of expenses and profits, forecasting, improved decision-making
? What opportunities does financial accounting provide?
Reports, transaction tracking, budget management, debt control, integration with banks and other services
? How to choose the optimal accounting system?
Consider the size of the business, needs, budget, integrations, user-friendliness of the interface, and support
? What is bank integration?
Automatic import of bank statements, simplification of transaction accounting, reduction of manual work and errors
? How much does it cost to implement such a system?
The cost depends on the provider, functionality, number of users, training and support costs