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Description

We understand that every business is different and that a CRM that can be customized to your needs is essential. LCRM was created to help small- to medium-sized B2B businesses operate more efficiently and reduce their employees' workloads. We developed LCRM with the belief that deep accounting integration is vital to your business. Find out how accounting integration can help you! LCRM offers an On-Premise CRM solution to companies that have the right IT infrastructure and want to keep control of their data on private servers. For those who prefer the simplicity and convenience of the Cloud, we also offer a Cloud solution. A CRM system that will help you grow your business. Legrand CRM is flexible and has the "hooks" that allow integration with other business applications and your website. You can customize a CRM according to your requirements by using our native accounting integrations or our configurable screens.

Description

Smart Clerk is an innovative AI tool that revolutionizes the way financial documents are converted into reports that are ready for bookkeeping, thereby enhancing financial management for small and medium enterprises. It efficiently processes both bank and credit card statements, automating the extraction of data, categorization of transactions, and creation of detailed financial reports, which eliminates the tedious task of manual data entry. Users can conveniently upload their statements directly onto the platform, where the AI adeptly manages various formats from any financial institution. The tool also allows for customizable transaction categorization to meet the unique needs of different businesses, and it offers intelligent suggestions for category selection, which is especially helpful for users unsure about how to classify their transactions. Furthermore, Smart Clerk improves vendor management by recognizing and matching vendor names, even when they are abbreviated, thereby enabling users to easily access balances, invoices, and transaction details all in one place. This comprehensive approach not only streamlines financial workflows but also empowers businesses to make informed decisions based on accurate and organized financial data.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bank of America Business Advantage
Chase Software
New Era
QuickBooks Online
Wildix

Integrations

Bank of America Business Advantage
Chase Software
New Era
QuickBooks Online
Wildix

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29 per month
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

Legrand CRM

Website

www.legrandcrm.com

Vendor Details

Company Name

Smart Clerk

Founded

2023

Country

United States

Website

smartclerk.ai/

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

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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Alternatives

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