CRM accounting software

Customer Relationship Management applications are popular business tools because organizations are instantly able to visualize and organize their customer data in one place. By combining your CRM and accounting software, you can further maximize your business efficiency and productivity.

Is your company still using spreadsheets for accounting?
Download 12 Reasons You Should Stop Using Spreadsheets for Financial Reporting

All of your customer information should be instantly available in your CRM software, and simultaneously using data taken from your accounting software.

Today, integration is essential. Combining CRM software and accounting software improves the service you provide, helps your employees do a great job, and helps your business be more profitable.

Certinia CRM accounting software is a comprehensive, all-inclusive financial application built natively on the Salesforce platform. The two applications form a complete, end-to-end CRM to accounting software solution all in the Salesforce environment.

This end-to-end CRM accounting software solution is the perfect business software platform for sales and service oriented companies seeking to not just grow, but to do so efficiently and profitably. Unlike software applications built from past technologies, this complete solution is designed for modern organizations that operate and compete as a team.

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Streamline, simplify, and automate your financial operations on the Salesforce platform. Certinia Financial Management gives you a flexible general ledger, automated billing processes, and brilliant intelligence all in one place.