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Average Ratings 0 Ratings
Description
Abacus's CRM software provides a centralized platform for managing all pertinent customer relationship data, ensuring that nothing critical is overlooked. This comprehensive information hub benefits both your staff and customers alike. By facilitating efficient relationship management, the software fosters trust and reliability. The integration with Abacus ERP allows all entered customer and address information to be utilized across other applications without the need for additional interfaces. This seamless functionality streamlines related work processes, significantly reducing input effort and conserving your valuable time. Each authorized individual or department can access the customizable Abacus CRM database, enhancing its usability. The CRM portal further simplifies the retrieval of customer data through features like full-text search, customizable selection lists, and filtering options. Additionally, stringent access and input rights help maintain high data quality, and division-level access protection can be implemented to enhance security. Overall, this system not only optimizes data management but also strengthens the overall efficiency of your operations.
Description
Introducing a comprehensive accounting financial application, developed entirely on the Salesforce Lightning platform. Why opt for Abacus Financials? It’s rapid, cost-effective, precise, user-friendly, and features an intuitive Lightning UI that enhances user productivity. The application ensures swift processing, allowing for quick postings and transactions. It is seamlessly integrated with Salesforce, eliminating the need for repetitive data entry. Implementation is rapid, taking only weeks instead of months, and the pricing is designed to be budget-friendly, offering a read-only access business user license and a full-access finance user license tailored for the finance department. The costs for migration and implementation are fixed, and we provide additional services customized to your specific requirements. Abacus Financials features a unified ledger accounting system with robust posting rules to ensure data integrity, serving as a single source of truth where all information is consolidated on one platform. With real-time updates, you can always view the most current information, and it remains accessible around the clock on any device, be it a phone, tablet, or PC. Furthermore, the application is easy to learn, making it an ideal choice for businesses looking to streamline their financial processes.
API Access
Has API
API Access
Has API
Integrations
CAQ.Net
Figures
Gemini 1.5 Flash
Google Maps
Iptor multiflex
Microsoft Outlook
PayNuts
Salesforce
Integrations
CAQ.Net
Figures
Gemini 1.5 Flash
Google Maps
Iptor multiflex
Microsoft Outlook
PayNuts
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Abacus
Country
Switzerland
Website
www.abacus.ch/en/products/administration-sales/crm/overview
Vendor Details
Company Name
Abacus Financials
Founded
2018
Country
United Kingdom
Website
www.abacusfinancials.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management