CRM Finance Overview

CRM Finance is a sophisticated Treasury Software designed to streamline and optimize the financial management and treasury operations of businesses and financial institutions. It offers a comprehensive platform for managing cash flow, conducting financial analysis, overseeing investments, and mitigating financial risks, ensuring that organizations maintain robust financial health and operational efficiency. CRM Finance features intuitive tools for real-time cash management, allowing businesses to monitor cash positions, forecast cash needs, and optimize liquidity to support operational requirements and strategic initiatives. The software includes advanced financial analytics and reporting capabilities, providing insights into cash flow trends, investment performance, and financial metrics, empowering organizations to make informed decisions and enhance their financial strategies continuously. Additionally, CRM Finance offers robust risk management tools, enabling businesses to identify, assess, and mitigate financial risks such as market volatility, credit exposure, and liquidity shortages effectively. The platform also supports seamless integration with ERP systems, accounting software, and banking interfaces, ensuring smooth data synchronization and operational coherence. With its user-friendly interface and powerful functionality, CRM Finance empowers organizations to enhance their treasury operations, improve financial decision-making, and achieve greater financial stability and growth effectively.

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Contact Details

  • Vendor Name Treasury Systems
  • Founded 1984
  • Location Sweden

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Financial Services, Hospitality, Real Estate

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CRM Finance Features

  • Arrow Icon Activity Dashboard
  • Arrow Icon Workflow Management
  • Arrow Icon Cash Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Forecasting
  • Arrow Icon Financial Analysis
  • Arrow Icon Accounting Integration
  • Arrow Icon Financial Management
  • Arrow Icon Liquidity Management
  • Arrow Icon Cash Flow Management
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Debt Management
  • Arrow Icon Scenario Planning
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Risk Analysis

CRM Finance Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • SEK (kr) SEK (kr)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

CRM Finance FAQs

CRM Finance is a sophisticated Treasury Software designed to streamline and optimize the financial management and treasury operations of businesses and financial institutions. It offers a comprehensive platform for managing cash flow, conducting financial analysis, overseeing investments, and mitigating financial risks, ensuring that organizations maintain robust financial health and operational efficiency. CRM Finance features intuitive tools for real-time cash management, allowing businesses to monitor cash positions, forecast cash needs, and optimize liquidity to support operational requirements and strategic initiatives. The software includes advanced financial analytics and reporting capabilities, providing insights into cash flow trends, investment performance, and financial metrics, empowering organizations to make informed decisions and enhance their financial strategies continuously. Additionally, CRM Finance offers robust risk management tools, enabling businesses to identify, assess, and mitigate financial risks such as market volatility, credit exposure, and liquidity shortages effectively. The platform also supports seamless integration with ERP systems, accounting software, and banking interfaces, ensuring smooth data synchronization and operational coherence. With its user-friendly interface and powerful functionality, CRM Finance empowers organizations to enhance their treasury operations, improve financial decision-making, and achieve greater financial stability and growth effectively.

  • No, CRM Finance does not offer a free version.

  • Yes, CRM Finance offers a free trial.

  • No, Credit Card details are not required for the CRM Finance trial.

  • No, CRM Finance does not offer an API.

  • CRM Finance supports the following languages:
    • English

  • Following are the typical users of the CRM Finance:
    • Self-Employed , Small-Business , Midsize-Business