Finance and account management – ​​now in KeyCRM

CRM allows you to add up to 100 accounts and manage them in a single interface.

With the new functionality, users will be able to:

• Adjust balance. To obtain accurate financial reports and monitor the balance.
• Transfer funds between accounts. This allows you to conveniently and quickly manage cash flows.
• Write offs. To track regular and one-time expenses, maintain an up-to-date balance.

Within the system, employees can be granted access rights to individual accounts, which guarantees data confidentiality and security.

The special "Payment Journal" shows all transactions: payments from customers, expenses, transfers, adjustments and write-offs. You can quickly find the desired transaction by amount or by filter: period, account, user, type of transaction.

In addition, the system supports multi-currency and automatically takes into account exchange rate fluctuations on the day of payment.

In KeyCRM, you can add different types of accounts:

• Bank,
• Cash,
• Account for a specific location,
• Cryptocurrency.

This allows you to work with all your business finances in a single window and keep accurate records.

The CRM system collects financial data and displays analytics, including a Profit & Loss Report, which helps you make informed business decisions.

Thanks to the built-in Finance section in CRM, owners and managers have a clear picture of the state of affairs in the company, can easily manage the flow of funds and plan expenses, without third-party services or manual accounting.

KeyCRM combines all financial work in one interface: from creating invoices and monitoring balances to analyzing expenses and profits. This simplifies and automates business cash management, reducing the risk of errors and cash gaps.