CRMiUS offers a comprehensive financial module that simplifies the management of your financial processes. It is designed to give you complete control over expenses, payments, invoices and estimates, automate routine tasks and minimize the risk of errors.
Invoice Creation:
Create professional invoices, attach files and send them to customers in PDF format quickly and easily. Invoicing with different tax rates and customizing recurring invoices is supported.
Expense Accounting:
Maintain company expense records, assign recurring expenses and allocate them to clients or projects. This allows you to track your costs and control your budget.
Payments in multiple currencies:
Record and accept payments in any currency. Automatically generate a PDF for each recorded payment for transparency and easy reporting.
Payments in different currencies:
Generate a PDF for each recorded payment.
Estimates and quotes:
Create estimates in minutes and send them to clients. When approved by the client, the estimate is automatically converted into an invoice. You can also create attractive quotes with the editor by adding images, tables and videos.
CRM Integration:
Generate invoices and estimates directly from the client card to optimize the client interaction process.
Detailed Reports:
Get access to reports on revenue, expenses, payments and sales items. Analyze the data to make informed financial decisions.
The CRMiUS Finance Module allows you to focus on growing your business by providing easy-to-use tools for effective financial management. With it, your business will always stay financially organized and successful.