Launch Sales with Your Chosen CRM

TOP 19 CRMs for Payment Tracking: Overview and Selection

The best CRMs for controlling finances and a successful business.

TOP

Launch Sales with Your Chosen CRM

№1

LP-CRM

LP-CRM - Ukrainian CRM for product businesses, e-commerce, and service industries. Effective payment tracking, sales automation, order and customer base management in one place. Optimize your business with LP-CRM!

Platform Advantages

  • Easy income tracking. Accurate control of payments, debts, and profits, all in one place.
  • Automated reporting. Instant financial reports for decision-making.
  • Integration with services. Connection with mail, telephony, and other tools.
  • Ukrainian language support. Reliable support and training from the LP-CRM team.

Main Parameters

  • Payment tracking made easy
  • Payment automation
  • Convenient CRM for business
  • Ukrainian support
  • All in one place
LP-CRM
№2

CPAshka

CPAshka - CRM for dropshipping in Ukraine. Automate payment tracking, work with dropshippers and calculate their remuneration. With CPAshka, your business will become more efficient!

Platform Advantages

  • Accounting for dropshippers. Automatic calculation of payments, no Excel tables.
  • Profit control. Track performance, optimize revenue.
  • Convenient analytics. Real-time reports, predict the future.
  • Easy integration. Connection to popular platforms in one click.

Main Parameters

  • Payment tracking
  • Dropshipper automation
  • Real-time reporting
  • Integration with banks
  • User-friendly interface
CPAshka
№3

Less Annoying CRM

Less Annoying CRM - a super simple tool for small businesses that makes it easy to track payments and clients. No unnecessary features, just what you need for efficient work and financial control.

Platform Advantages

  • Easy to use. Intuitive interface, no unnecessary features - you'll master it quickly!
  • Convenient customer accounting. Store information, communication history, reminders in one place.
  • Payment tracking. Monitor income, avoid delays and keep clear financial records.
  • Work organization. Organize daily tasks and improve team interaction.

Main Parameters

  • Payment tracking
  • Simple interface
  • CRM for small business
  • No unnecessary features
  • Quick start
Less Annoying CRM
№4

SalesDrive

SalesDrive - CRM for online stores that simplifies payment accounting! Integration with marketplaces, delivery services and payment systems. Control of warehouse stocks. Automate accounting and increase profits with SalesDrive!

Platform Advantages

  • Integration with marketplaces. SalesDrive automates order processing from various platforms, saving you time.
  • Delivery management. Automatic cost calculation and shipment tracking in one place.
  • Payment automation. SalesDrive simplifies payment accounting and avoids errors in calculations.
  • Warehouse accounting. SalesDrive controls inventory, preventing shortages and surpluses.

Main Parameters

  • Payment automation
  • User-friendly interface
  • Integration with marketplaces
  • Accounts receivable
  • Business process optimization
SalesDrive
№5

Zoho CRM

Zoho CRM - cloud CRM for automating sales, marketing, and service. Optimize payment accounting, manage your customer base, and increase profits with Zoho CRM!

Platform Advantages

  • Sales automation. Increase team efficiency by automating routine tasks and optimizing the sales funnel.
  • Effective marketing. Attract more customers with targeted campaigns and personalized messages.
  • Improved service. Provide customers with fast and high-quality support, increasing their brand loyalty.
  • Centralized data. Gain complete control over customer and business information in one place.

Main Parameters

  • Payment accounting
  • Sales automation
  • Cloud solution
  • User-friendly interface
  • Integration with services
Zoho CRM
№6

Odoo CRM

Odoo CRM is a part of the Odoo ERP platform that allows for comprehensive management of customer relationships and automates payment accounting. Integration with other modules ensures complete control over finances and sales.

Platform Advantages

  • All in one place. Odoo CRM combines sales, contacts, and payments for better control.
  • Automation of routine tasks. Automate reminders, reports, and other tasks to save time.
  • Full integration. Easily link with other Odoo modules, such as accounting or warehouse.
  • Convenient monitoring. Track payment status, analyze data, and make informed decisions.

Main Parameters

  • Invoice automation
  • Convenient payment control
  • Integration with accounting
  • Financial data analysis
  • Payment reporting
Odoo CRM
№7

NetHunt CRM

NetHunt CRM - this is a CRM in Gmail, which is ideal for payment accounting. Manage leads, sales funnels, and automate routine tasks directly from your email. Simplify payment accounting with integration into the familiar Gmail interface!

Platform Advantages

  • Integration with Gmail. Manage leads, deals, and customer communications directly from your email, without switching between platforms.
  • Sales automation. Set up sales funnels, tasks, and reminders for effective customer management.
  • Improved communication. Keep communication history and easily track deal progress for better service.
  • Reporting and analytics. Get sales performance data, analyze trends, and make informed decisions.

Main Parameters

  • Simple payment accounting
  • Integration with Gmail
  • Sales automation
  • Convenient sales funnels
  • Lead management
NetHunt CRM
№8

amoCRM

amoCRM - CRM where customer communication is at the center! Build chat funnels, use bots, and unite all messengers in one place. Optimize payment tracking with integration with popular services.

Platform Advantages

  • Chat sales funnels. Automate the customer journey in messengers, leading to payment.
  • Payment in chat. Accept payments directly in dialogues, quickly and conveniently.
  • Convenient analytics. Track advertising effectiveness and conversion in real time.
  • Integration with messengers. Collect leads from all channels in a single window.

Main Parameters

  • Payment tracking made easy
  • Integration with banks
  • Automated invoices
  • Convenient income reports
  • Accounts receivable control
amoCRM
№9

Salesforce Sales Cloud

Salesforce Sales Cloud - #1 CRM for sales management. Build an efficient sales funnel, automate processes, and analyze data to grow profits. Integrates with payment systems for convenient transaction accounting.

Platform Advantages

  • Understandable funnels. Visualize the customer's path to the deal, increase conversion.
  • Real-time analytics. Make informed decisions based on data.
  • Sales automation. Optimize routine tasks, increase team productivity.
  • Business scaling. Salesforce grows with your business.

Main Parameters

  • Payment automation
  • Convenient customer accounting
  • Analysis of financial flows
  • Building a sales funnel
  • Integration with banks
Salesforce Sales Cloud
№10

Pipedrive

Pipedrive - CRM for tracking deals and payments. Visualize the sales funnel, predict income, and convert more deals! Intuitive interface and automation of routine will help you focus on profitable actions.

Platform Advantages

  • Understandable interface. Easy to learn, quick to adapt, instantly see the key.
  • Sales visualization. Clear overview of deals at each stage of the sales funnel.
  • Automatic reminders. Don't miss important dates and tasks, keep everything under control.
  • Conversion in priority. Pipedrive is optimized to increase your sales and profits.

Main Parameters

  • Payment accounting is automated
  • User-friendly interface
  • Pipedrive: visual funnels
  • Effective deal management
  • Pipedrive: increasing sales
Pipedrive
№11

Binotel SmartCRM

Binotel SmartCRM - CRM for accounting payments with a 360° customer card. Analytics, tasks and integration with PBX for financial control and increased sales efficiency. Optimize payment accounting with Binotel!

Platform Advantages

  • 360° customer card. The entire interaction history in one place for quick decisions.
  • Sales analytics. Get accurate reports and forecasts for business growth.
  • Integration with telephony. Automatic call accounting and increased efficiency.
  • Task automation. Don't miss important details and react in time.

Main Parameters

  • Payment accounting
  • 360° customer profile
  • PBX integration
  • Sales automation
  • Convenient analytics
Binotel SmartCRM
№12

Apptivo

Apptivo is a suite of business applications with CRM at its core, designed for small and medium-sized businesses. Streamline payment accounting and manage customers more efficiently with Apptivo! The perfect solution for integrated accounting.

Platform Advantages

  • Convenient payment accounting. Control all financial transactions in one place, minimize delays and errors.
  • Full Apptivo integration. All business processes under control thanks to the single Apptivo platform.
  • Profitability optimization. Analyze data, find opportunities to increase profits.
  • Report automation. Instantly get the reports you need to make informed decisions.

Main Parameters

  • Payment automation
  • Convenient customer accounting
  • Financial analytics
  • Integration with Apptivo
  • SMB process optimization
Apptivo
№13

Copper

Copper - CRM for Google Workspace, ideal for payment tracking! Deep integration with Gmail allows you to automate data collection and track financial transactions directly from your email. Optimize payment tracking with Copper!

Platform Advantages

  • Integration with Gmail. Manage all payments directly from your email, without switching between platforms.
  • Automatic reminders. Set up notifications for upcoming and overdue payments.
  • Convenient reporting. Get clear reports on payment status in real time.
  • Data security. Your financial data is protected by a reliable encryption system.

Main Parameters

  • Convenient payment tracking
  • Integration with Gmail
  • Sales automation
  • Payment reports
  • Customer management
Copper
№14

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales: CRM for automating sales and payment accounting. Deep integration with Microsoft 365 and Copilot ensures effective customer and deal management, optimizing financial operations.

Platform Advantages

  • Integration 365. Effective work with Office and other Microsoft services.
  • Copilot. Artificial intelligence to help with sales and analysis.
  • Detailed reports. Analyze data to make better decisions.
  • Task automation. Simplify routine operations and increase productivity.

Main Parameters

  • Payment automation
  • Integration with 365
  • Reporting and analytics
  • Copilot for sales
  • Customer management
Microsoft Dynamics 365 Sales
№15

Vtiger CRM

Vtiger CRM - a platform for Sales, Marketing and Help Desk. Manage customers, automate sales, track payments, and improve customer support in one CRM system. An ideal solution for payment accounting and business process optimization.

Platform Advantages

  • All in one place. Sales, Marketing, Help Desk - integrated into Vtiger, saving time and resources.
  • Clear analytics. Get clear reports and forecasts for informed decision-making.
  • Automation of routine. Vtiger takes on repetitive tasks, allowing you to focus on customers.
  • 24/7 support. Our team is always ready to help you with any questions about Vtiger.

Main Parameters

  • Payment accounting
  • Convenient CRM
  • Business automation
  • Customer support
  • Vtiger CRM
Vtiger CRM
№16

SuiteCRM

SuiteCRM - a powerful open-source CRM for payment tracking and customer base management. Flexible settings allow you to adapt the system to the needs of your business. Optimize financial flows and increase customer loyalty!

Platform Advantages

  • Convenient financial control. Accurate accounting of income and expenses, forecasting of financial flows.
  • Flexible adaptation. Customize the system to the needs of your business thanks to SuiteCRM.
  • Open source. Full control over data and the possibility of revisions.
  • Automated reporting. Instant report generation for analysis and decision making.

Main Parameters

  • Payment accounting is automated
  • Customization without limits
  • User-friendly interface
  • Open source (Open-source)
  • Integration support
SuiteCRM
№17

Streak CRM

Streak CRM is a CRM built right into Gmail! Create custom pipelines for tracking payments, manage clients, and close deals without leaving your inbox. Easily integrate with existing processes.

Platform Advantages

  • All in Gmail. Manage deals and payments right in your email.
  • Custom pipelines. Customize the process to fit your business needs.
  • Simple integration. Easily connect other services for automation.
  • User-friendly interface. Intuitive, no lengthy training required.

Main Parameters

  • Convenient payment tracking
  • Integration with Gmail
  • Custom pipelines
  • Sales automation
  • Payment reporting
Streak CRM
№18

Keap (ex-Infusionsoft)

Keap (formerly Infusionsoft) is a CRM and marketing automation designed for entrepreneurs. Manage customers, automate sales funnels and simplify payment collection in one platform. An ideal solution for your growing business.

Platform Advantages

  • Marketing Automation. Attract more customers with automated campaigns.
  • Customer Management. Keep all customer information in one place.
  • Online payments. Accept payments quickly and securely right in the system.
  • Saving time. Streamline business processes, free up time for development.

Main Parameters

  • Simple payment accounting
  • Marketing automation
  • CRM for small business
  • Keap: all in one
  • Sales growth
Keap (ex-Infusionsoft)
№19

HubSpot CRM

HubSpot CRM: a free platform for accounting payments, marketing, sales and support. Optimize your work with clients and increase profits! A comprehensive solution for your business.

Platform Advantages

  • Free start. Start using the basic functionality at no cost!
  • Single platform. All customer tools in one place.
  • Intuitive interface. Intuitive design, easy to use.
  • Scaling. Easily add features as your business grows.

Main Parameters

  • Simple payment tracking
  • Invoice automation
  • Integration with banks
  • Payment reports
  • Reminders to clients
HubSpot CRM
General Table

CRM: Comparison

# Product Purpose Functionality Free Tier Starting Price
1LP-CRMProduct business, e-commerce, servicesPayment tracking, automation, customer baseFree version for up to 50 orders per monthfrom $9/month
2CPAshkaDropshippers, eCommercePayment tracking, dropshipper rewards, process automationFree for the first 100 leadsfrom $5/month
3Less Annoying CRMSmall business, entrepreneursSimplicity, clients, payments30 day test$19/month per user
4SalesDriveOnline stores, eCommercePayment accounting, integrations, automationTest 14 daysfrom 349 UAH/month
5Zoho CRMSmall business, enterprisesSales automation, customer management, marketing integrationFree plan (up to 3 users)from $20/month per user
6Odoo CRMSmall businesses, corporationsContact management, sales automation, ERP integrationOne App Free (CRM for free)From €24.90/month per user
7NetHunt CRMSmall business, salesCRM in Gmail, payment accounting, sales automation14 day trialfrom $24/month per user
8amoCRMSmall business, salesCommunications, automation, integrations14-day trialfrom $15/month per user
9Salesforce Sales CloudSmall business, enterprisesSales automation, analytics, integration30 day testfrom $25/month per user
10PipedriveSmall business, salesSales funnel, automation, reportsTest 14 daysfrom $14.90/month per user
11Binotel SmartCRMSMB, sales, servicePayment accounting, 360° client, PBX integration-from 399 UAH/month per employee
12ApptivoSmall business, CRMCRM, accounting, integrationFree trialfrom $15/month per user (annual payment) or $20/month monthly
13CopperSmall business, startupsIntegration, automation, accounting14-day trialfrom $29/month per user
14Microsoft Dynamics 365 SalesSmall business, medium business, EnterpriseCRM, sales automation, integration30 day testfrom $65/month per user
15Vtiger CRMSmall business, medium businessSales, marketing, support15 day trialfrom $15/month per user
16SuiteCRMSMEs, enterprisesOpen-source, flexibility, CRMOpen source software (free)from $0/month (self-hosted)
17Streak CRMSales, marketing, freelancersGmail integration, sales pipelines, customer managementFree planfrom $59/month per user
18Keap (ex-Infusionsoft)Small business, entrepreneursCRM, automation, paymentsTest (free)from $159/month
19HubSpot CRMSmall business, marketers, salespeopleSales automation, marketing, customer supportFree planfrom $20/month per user
FAQ

FAQ

? What is a customer relationship management system?
It's a tool for storing data, automating sales, and improving customer service
? Why do I need a system for tracking finances?
To track income, expenses, and cash balances in the business
? How to choose the best system for my business?
Assess needs, budget, integrations, and read reviews from other users
? What are the benefits of integration with payment systems?
Automation, speed of transactions, and reduced risk of errors with manual entry
? Are there free options for financial accounting systems?
Yes, there are basic versions with limited functionality that may be suitable for small businesses