The Brizo CRM platform offers integrated solutions for management accounting and business analytics , allowing business owners to significantly reduce costs and achieve financial transparency.
How Management Analytics Helps Reduce Costs
Management analytics provides access to the data needed for in-depth analysis of a company’s financial flows.
With Brizo CRM you can track key indicators such as revenue, profit, expenses for each project and deal, and make informed management decisions based on accurate data.
In addition, based on the data entered into Brizo, important financial reports such as P&L ( profit and loss statement ) and CFD ( cash flow ) are automatically generated. These reports help businesses anticipate cash gaps and respond to potential financial risks in a timely manner, improving control over cash flows and reducing costs.
Profitability control and management of transaction profitability
One of the unique features of Brizo CRM is advanced sales analytics by profitability , which allows you to monitor the profitability of each deal and project.
Unlike traditional CRMs, which focus on sales volumes, Brizo helps evaluate each deal in terms of its financial efficiency. For example, you can see the profitability of each manager’s deals and compare them, which allows you to identify weaknesses in your sales strategy.
Example of use: Traditional CRMs only show revenue and sales numbers. Brizo CRM shows how much profit was made on each transaction. This helps reduce costs by focusing more on profitable transactions and optimizing sales strategy .
CRM with financial and management accounting
Brizo automates business processes, puts finances in order, helps increase sales and shows real profits
Cost analytics and full financial transparency
Brizo CRM allows companies to keep track of all financial transactions , including income and expenses for each project and deal, and track business profitability in real time. This gives managers a more complete understanding of the company’s financial situation and allows them to identify excess spending.
Brizo’s transaction analysis feature helps you identify inefficient spending areas and adjust them in a timely manner, increasing profitability and reducing costs. This feature is especially useful for small and medium-sized businesses, where it is important to respond quickly to changes.
How Brizo CRM Helps Automate Management Analytics
Brizo CRM automates task management and financial accounting processes , providing convenient views ( Kanban board, calendar, Gantt chart, etc. ). This approach allows businesses to optimize work processes , improve planning and resource allocation, which directly affects cost reduction.
Benefits of task automation in Brizo CRM:
- The Kanban board is a convenient representation for working with tasks in stages, which speeds up the management and execution process.
- Gantt chart – helps you plan timelines and keep track of tasks, minimizing downtime and increasing productivity.
Optimizing Workflows with Brizo CRM
The intuitive interface of Brizo CRM simplifies working with data, reducing time costs. Thanks to the system of virtual windows, users can view all data on deals, tasks and clients without constantly switching between tabs. This saves employees’ time, improves process control and allows the team to focus more on solving important tasks, rather than searching for information.
Brizo is also mobile-friendly , allowing you to track deals and manage tasks from your phone. This level of flexibility and mobility improves overall productivity and allows employees to use their time effectively, anytime, anywhere.