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Description
Finaxis streamlines the accounts receivable process by providing intelligent reminders, follow-ups across multiple channels (including email, SMS, and voice), predictive payment analytics, and immediate cash flow visibility. It seamlessly integrates with platforms like QuickBooks, Xero, Acomba, Sage 300, and NetSuite. Additionally, it enhances customer engagement by connecting with CRM systems such as HubSpot and Salesforce, allowing for tailored communication. For compatibility with other systems, it also offers CSV import functionality.
Tailored specifically for the Canadian market, it features bilingual workflows in French and English, with all data securely stored within Canada to comply with Quebec's Law 25 and PIPEDA regulations. Aimed at finance teams in sectors such as professional services, SaaS, consulting, and staffing, Finaxis serves as a virtual accounts receivable assistant, functioning as an AI Copilot that adapts to the unique payment behaviors of each customer. This innovative solution not only improves efficiency but also helps companies optimize their cash flow management practices.
Description
Zarina CRM is a top-tier, self-hosted Customer Relationship Management solution that provides a one-time lifetime license, making it an ideal choice for businesses that wish to avoid ongoing SaaS subscription costs. This platform ensures complete data sovereignty and privacy by operating securely on your own server, allowing you to expand your team without incurring additional user fees.
Key functionalities include a user-friendly drag-and-drop Kanban board for managing visual sales pipelines, automated email tracking, intelligent follow-up sequences, and built-in PDF invoicing capabilities complete with digital signatures. Zarina CRM is also compatible with popular platforms such as WooCommerce, Shopify, Stripe, and WhatsApp, facilitating smooth integration across various services.
The software is available in English, Arabic, and Romanian, featuring flexible architectures that can be tailored to meet the needs of specific industries such as Real Estate, Medical Clinics, and Field Services. By choosing Zarina CRM, businesses can gain a powerful alternative to costly cloud-based CRMs like HubSpot or Salesforce, thereby taking full control of their operational expenses and safeguarding sensitive client information. Additionally, its robust feature set positions Zarina CRM as a valuable asset for any organization striving for efficiency and effectiveness in customer relationship management.
API Access
Has API
API Access
Has API
Screenshots View All
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Integrations
Acomba
HubSpot CRM
NetSuite
QuickBooks Online
Sage 300
Salesforce
Xero
Integrations
Acomba
HubSpot CRM
NetSuite
QuickBooks Online
Sage 300
Salesforce
Xero
Pricing Details
$500/month
Free Trial
Free Version
Pricing Details
2990€ / one-time fee
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
Finaxis.ai
Founded
2026
Country
Canada
Website
finaxis.ai
Vendor Details
Company Name
Zarina CRM
Founded
2025
Country
Romania
Website
www.zarinacrm.ro/
Product Features
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
