Is there a CRM system in the world that takes into account finances?

Question

CRM

We need a simple CRM system with the possibility of simple accounting of finances: the task has a price, the amount is accumulated upon completion of the task, earnings graphs are built for weeks, months. And that's it.

Answer 1

Freshoffice is a cloud ecosystem that combines business applications: CRM, marketing tools, online consultant, inventory control, cash accounting, projects, deals, bulk email service and much more. CRM will help build a full cycle of the company's work in one system at no extra cost.
Using analytics tools, you can calculate KPI, work efficiency, generate an ROI report to determine the ratio of promotion costs and payments received from customers who came through advertising.
What is included in the service?
CRM with client base segmentation by types, statuses and categories.
Tasks - scheduling, reminders and creating cyclical tasks.
Deals - open deals, expected revenue and the amount of closed deals.
Sales funnel - analytics constructor.
Key indicators - express analysis of 4 indicators.
Documents - workflow with document designer.
Finance - income, expenses, forecasting.
Telephony - buying a phone number directly in the system, making calls and recording conversations. FreshOffice works with any PBX and has call center management.
Analytics - allows you to keep detailed statistics on various actions, controlling efficiency and monitoring the process in real time.
Newsletter - 5,000 thousand letters every month for free. Work with email-mailings with filters and personal appeals.
Online chat - helps to communicate with visitors to the website, Facebook page, Vkontakte and connect the Telegram channel.
Instant messaging within the company, notifications of important events.
Processes - control over task cycles for building and automating business processes: deliveries, logistics, order preparation.
Email integration - work with Gmail, Yahoo, iCloud, Outlook and more.

Answer 2

Yes, there is, brizo.ru The
question is more than three years old, but I think it is still relevant.
There, in addition to finance and CRM, there is also cool analytics. And great for the price