CRM Contábil
Since 2012, this CRM has empowered accounting firms across Brazil to attract clients through effective online strategies. With over a decade of expertise, it offers tailored services, modern infrastructure, and responsive website layouts that enhance visibility. By streamlining time-consuming processes, it enables professionals to focus on consulting and client acquisition.
Top CRM Contábil Alternatives
Senta
Senta has been seamlessly integrated into the IRIS Elements Practice Management suite, allowing users to streamline their practice and automate client communications effortlessly.
IQ Suite
The IQ Suite empowers banking professionals to enhance customer relationships by delivering essential insights and actionable data.
Growfin
Purpose-built for B2B finance teams, this software streamlines complex order-to-cash processes, enhancing control over collections and cash application while significantly reducing DSO.
Xpedition Private Equity CRM
The Xpedition Private Equity CRM Accelerator transforms data into a strategic asset through advanced analytics and seamless integration with existing systems.
ProTracker RMD
ProTracker RMD simplifies the complexities of calculating and monitoring Required Minimum Distributions (RMDs) for clients.
360 View CRM
This CRM offers a unified perspective on customer interactions, allowing banks to streamline processes and enhance relationship-building.
ProTracker Advantage
It enables users to meticulously track client interactions, manage marketing campaigns, and streamline workflow processes...
AtomInvest
It features automated workflows for fund accounting, valuation, and ESG data management, while offering robust...
Chelmer
It allows institutions to tailor workflows through customizable modules, enhancing efficiency for financial advisors, brokers...
Magnifinance
Users receive instant reconciliation suggestions based on historical data, ensuring clarity on paid and pending...
PM-RECORD CRM
It seamlessly integrates this information into financial statements and various reports...
AddACCION
By centralizing marketing, sales, customer service, collections, and risk assessment, it enhances efficiency and reduces...
IQProspects
It streamlines sales and service processes by automating workflows, tracking customer interactions, and managing leads...
8vdX
With AI-driven insights and seamless integration capabilities, it enhances investment strategies, safeguards proprietary information, and...
MadeMarket
This platform enhances transaction tracking, automates reporting, and provides actionable insights throughout buy-side and sell-side...
Top CRM Contábil Features
- Client Acquisition Tools
- Customizable Marketing Solutions
- Time-saving Automation Features
- Responsive Website Design
- Comprehensive Lead Management
- Integrated Financial Reporting
- User-friendly Interface
- Modern Analytics Dashboard
- Specialized for Accounting Firms
- Proven Marketing Strategies
- Dedicated Customer Support
- Online Consultation Scheduling
- Task and Reminder Management
- Performance Tracking Metrics
- Multi-channel Communication Integration
- Secure Data Management
- Client Feedback Collection
- Automated Follow-up Reminders
- Mobile Access Capability
- SEO Optimization Tools.
Top CRM Contábil Alternatives
- Senta
- IQ Suite
- Growfin
- Xpedition Private Equity CRM
- ProTracker RMD
- 360 View CRM
- ProTracker Advantage
- AtomInvest
- Chelmer
- Magnifinance
- PM-RECORD CRM
- AddACCION
- IQProspects
- 8vdX
- MadeMarket
