Rating of 17 CRMs for Financial Accounting: Review and Selection

LP-CRM - Ukrainian CRM for product business, e-commerce and services. Manage finances, track sales and automate business processes. Integration with popular services. Optimize accounting and increase profits!

What You Get

• Financial control. Accurate accounting of income and expenses for decision-making.
• Real-time reporting. Up-to-date data on the financial status of your business instantly.
• Profitability optimization. Analyze profitability and increase profit.
• Integration with banks. Automatic import of bank statements for convenience.

Functionality

• Financial accounting made easy
• Sales automation
• Real-time reporting
• Integration with banks
• Ukrainian support

CPAshka - CRM for dropshipping in Ukraine. Automate the accounting of dropshippers, simplify financial transactions and control profits. Optimize your business with ease!

What You Get

• Accounting for dropshippers. Automatic calculation of payments, no manual calculations and errors!
• CPAshka: All in one. Manage orders, payments, and analytics in a single system.
• Reports and analytics. Track key metrics and make informed decisions.
• Automation of payments. Save time by automating payments to dropshippers.

Functionality

• Accounting for dropshippers' finances
• Automation of CPA payments
• Convenient profit analytics
• Easy integration with banks
• Ukrainian CRM interface

Vtiger CRM - a platform for sales, marketing, and support. Manage finances, automate processes, increase profits! Integrate everything in one system. The perfect solution for your business.

What You Get

• All in one place. Manage sales, marketing, and customer support on a single Vtiger CRM platform.
• Complete data integration. Get a holistic view of the customer by integrating data from different departments.
• Increase sales. Automate the sales pipeline, increase team productivity, and close more deals.
• Improve service. Provide fast and high-quality support, increase customer satisfaction.

Functionality

• Income/expense accounting
• Reporting automation
• Vtiger: Sales, Marketing
• 24/7 customer support
• Integration with banks

Odoo CRM is a CRM module within the comprehensive Odoo ERP system. Integrated accounting of finance, sales and marketing for effective customer management and increased profitability of your business. Streamline financial flows with a powerful CRM solution.

What You Get

• Full financial control. Integration with all business processes for a clear picture.
• Reporting automation. Save time on routine tasks, get accurate data.
• Sales growth. Effective customer management increases profits.
• Centralized platform. Manage all aspects of your business in one Odoo location.

Functionality

• Finance under control
• Integration with Odoo
• Reporting automation
• Accounting for expenses and income
• User-friendly interface

Zoho CRM - cloud CRM for automating sales, marketing, and customer support. Integrate with financial tools for complete business control and maximize profits. Streamline accounting and improve customer relationships!

What You Get

• Зрозуміла аналітика. Get clear reports for decision-making.
• Sales automation. Increase profits by optimizing the process.
• Data centralization. Store all customer information in one place.
• Service improvement. Increase customer loyalty with fast support.

Functionality

• Financial accounting
• Sales automation
• User-friendly interface
• Cloud solution
• Analytics and reporting

KeepinCRM is a simple CRM for small and medium-sized businesses. Manage customers, tasks, deals, warehouse and especially - finances! Control income and expenses, keep track of funds for making informed decisions.

What You Get

• Financial control. A complete overview of income, expenses and profits in real time.
• Convenient management. Intuitive interface for fast operation.
• Business optimization. Data analysis for making informed decisions.
• Resource saving. Automation of routine accounting operations.

Functionality

• Financial accounting
• Customer base
• Business automation
• User-friendly interface
• All in one place

Binotel SmartCRM - CRM for financial accounting! 360° client card, analytics, tasks, integration with PBX. Control finances and increase sales efficiency with a full set of tools for your business.

What You Get

• Full customer view. Collects all information about the client in one place, which simplifies communication and improves service.
• Effective analytics. Helps to track key indicators, identify trends and make informed decisions.
• Integration with telephony. Automates calls and stores the history of communication with customers directly in the system.
• Task optimization. Convenient task management and reminders that increases team productivity.

Functionality

• Financial accounting
• 360° client profile
• Profit analytics
• PBX integration
• Task automation

Copper - CRM for Google Workspace that seamlessly integrates with Gmail. Simplifies customer and deal management, especially useful for small and medium-sized businesses looking for a solution for accounting and working with a customer base in the familiar Google environment.

What You Get

• Integration with Gmail. All communication and finances in one window, saving time.
• Real-time reporting. Instant access to profit and loss data.
• Automation of routine tasks. Forget about manual data entry, everything is automatic.
• Simple deal management. Track every stage of deals, maximize profit.

Functionality

• Integration with Gmail
• User-friendly interface
• Financial accounting
• Sales automation
• Reporting and analytics

Creatio (Sales) - a low-code CRM platform for automating sales and optimizing financial accounting. Manage your customer base, deals, and financial transactions in a single system. Automate business processes and increase team efficiency.

What You Get

• Автоматизація продажів. Increase profits by automating key sales processes with Creatio.
• Flexible configuration. Customize the platform to your business needs without programming.
• Transparent analytics. Gain complete control over your data and make informed decisions.
• Low-code platform. Change and adapt the system quickly and easily without involving developers.

Functionality

• Business process automation
• Flexibility of settings
• Accounting of finances in CRM
• Integration with other services
• Reporting and analytics

Salesforce Sales Cloud - leading CRM for sales management. Create powerful sales funnels, automate processes, and get in-depth analytics to optimize your company's financial performance.

What You Get

• Sales growth. Salesforce helps increase profits by optimizing the sales funnel.
• Data analysis. Get valuable insights for strategic decision making.
• Routine automation. Salesforce automates tasks, freeing up time for strategy.
• Flexible adaptation. Customize Salesforce to fit your business needs.

Functionality

• Accounting automation
• Data analysis
• User-friendly interface
• Cloud solution
• Funnel management

amoCRM - CRM with a focus on messengers. Create chat funnels, automate communication with customers using bots, and conduct omnichannel dialogues. Optimize sales and increase customer loyalty while controlling finances!

What You Get

• Financial control. Easily track income and expenses, plan your budget, and see real-time analytics.
• Omnichannel. Collect all customer requests in one place: messengers, email, social networks.
• Sales automation. Set up chat funnels, chatbots, and integrations to optimize the sales process.
• Personalization of communication. Communicate with customers in a format familiar to them, increasing loyalty.

Functionality

• Accounting of finances: simple, fast
• amoCRM: chat sales made easy
• Convenient chat funnels
• Bots for automation
• Omnichannel: the client is everywhere

SugarCRM: Flexible open-source CRM, ideal for B2B sales. Integrate with financial systems for payment accounting, invoicing and profitability control of transactions. Optimize the financial flows of your business!

What You Get

• Open source. Customize the system to meet the needs of your business, integrate with other platforms.
• B2B focus. Specialized tools for complex sales and large account management.
• Sales automation. Optimize the sales funnel, increase conversion and profit.
• Scalability. Grow your business and SugarCRM adapts to changing and growing needs.

Functionality

• Financial control
• B2B sales
• Open source
• Flexible system
• CRM automation

NetHunt CRM is a CRM in Gmail that integrates with your email. Manage leads, build sales funnels and automate processes without leaving the familiar Gmail interface. A great solution for accounting and customer base management.

What You Get

• Integration with Gmail. Manage deals, contacts and finances directly from your Gmail inbox.
• Convenient accounting. Track expenses, income and profits in one place for a clear picture.
• Sales automation. Automate routine tasks to focus on business development.
• Simple reporting. Get instant reports on financial performance for better analysis.

Functionality

• Financial accounting
• CRM in Gmail
• Automation
• Sales funnels
• Convenient leads

Monday sales CRM - a flexible CRM system based on monday.com, ideal for automating sales and accounting. Easily adapt it to your needs, control deals and increase profits.

What You Get

• Full flexibility. Customize to the needs of your business, without restrictions.
• Convenient visualization. Easily track sales progress on dashboards.
• Collaboration. Effective team communication in one place.
• Automation of routine. Forget about repetitive tasks, save time.

Functionality

• Cost accounting
• Convenient analytics
• Integration with banks
• Reporting automation
• Profitability control

Apptivo: CRM system with a powerful suite of business applications for small and medium-sized businesses. Manage finances, sales, marketing, and more in one place! An ideal solution for accounting and optimizing financial processes.

What You Get

• Complete control of finances. Streamline cash flow and increase profits with Apptivo.
• Centralized database. All financial information in one place for quick access.
• Automated reports. Get instant reports for making informed decisions.
• Convenient integration. Apptivo easily integrates with other business tools.

Functionality

• Accounting CRM
• Convenient for SMB
• Apptivo: a comprehensive solution
• Process automation
• Reporting and analytics

Close - CRM for sales teams focused on calls and email newsletters. Integrate with financial instruments and track the ROI of each deal. Optimize sales and control financial performance!

What You Get

• Understandable reports. Analyze income and expenses instantly, make informed decisions.
• Cash flow control. Track every payment, avoid cash gaps.
• Automatic accounting. Forget about manual data processing, focus on business development.
• Integration with Close. Effective sales, accurate accounting - all in one place for your team.

Functionality

• CRM for accounting: Profit control
• Close: Sales automation
• CRM for accounting: Online reporting
• Close: One-click calls
• CRM for accounting: Expense accounting

SalesDrive: CRM for online stores that simplifies financial accounting! Integration with marketplaces, delivery services, payment systems and warehouse in one system. Optimize your financial flows and increase profits!

What You Get

• Integration with marketplaces. Manage all sales from one place, easily and quickly.
• Sales automation. Reduce manual work, increase your store's profit.
• Inventory control. Always up-to-date information about product balances in the warehouse.
• Convenient reports and analytics. Track key indicators and make informed decisions.

Functionality

• Financial control
• Accounting for expenses and income
• Profitability reports
• SalesDrive: Automation
• Integrations for e-commerce