Integrated business management
For small companies, it is important to keep under control not only the sales process, but also finances, because small errors in accounting can cause significant financial losses.
A CRM system like Brizo combines deal management and expense accounting, giving businesses a complete picture of how much each deal actually brings in after accounting for all expenses.
2. Making informed decisions
Financial accounting in CRM allows you to see not only revenue, but also profitability, which helps to evaluate the effectiveness of each manager and deal . For example, on the Brizo CRM platform, you can analyze how much profit each deal brought, and not just the revenue volume. This approach facilitates decision-making, especially when it is important to determine which clients and deals to focus on.
CRM with financial and management accounting
Brizo automates business processes, puts finances in order, helps increase sales and shows real profits
3. Increased profitability
For small businesses, it’s critical to understand which deals are bringing in the most profit and which ones are the least. With the ability to track expenses and revenues for each deal, business owners can focus on the most profitable customers while reducing investments in unprofitable areas .
Brizo CRM automatically distributes income and expenses across transactions, making it easy to analyze and optimize business profitability.
4. Reduction of operating expenses
Using separate CRM and accounting software can be expensive and inconvenient for small businesses. CRM with financial accounting combines both functions, which saves time and reduces the cost of third-party programs.
The user-friendly interface of Brizo CRM minimizes employee resistance during implementation, which also helps to reduce costs associated with training and system support.
5. Ease and convenience of use
Brizo CRM offers an intuitive navigation system and the ability to flexibly customize workflows , making it convenient and accessible to employees even with minimal technical skills.
This reduces implementation barriers and allows for the most efficient use of CRM functionality for financial and sales management.
Conclusion
For small businesses, a CRM with financial accounting capabilities is a powerful tool that allows you to manage sales and finances from a single window . Brizo CRM provides all the necessary features for profitability analysis, planning and optimization of transactions, helping your business become more profitable and efficient. Start a free trial of Brizo CRM and find out how you can improve your business management today.