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What is Abacus Financials?

Presenting a detailed financial accounting application fully developed on the Salesforce Lightning platform, Abacus Financials distinguishes itself through its rapid deployment, cost efficiency, and user-centric design, featuring an intuitive Lightning UI that boosts overall productivity. Users will benefit from quick transaction processing and streamlined postings, all thanks to its seamless integration with Salesforce, which eradicates the necessity for repetitive data entry. The implementation process is straightforward, requiring only a few weeks instead of the lengthy duration typical of other systems. Offering a budget-conscious business user license for read-only access and a comprehensive finance user license for team members, Abacus Financials also provides fixed pricing for migration and implementation services, with flexible options for additional custom services tailored to meet unique needs. The unified ledger accounting system guarantees strong posting rules that uphold data integrity, creating a single source of truth within one cohesive platform. Always equipped with the latest features, users can access the application anytime on mobile devices, tablets, or computers. Furthermore, its user-friendly design makes it a viable option for businesses of all sizes, ensuring that organizations can quickly adapt without a steep learning curve. This makes Abacus Financials not just a tool, but a strategic ally in financial management.

What is Abacus CRM?

Abacus's CRM software offers users a consolidated platform to oversee all essential information related to customer relationships, ensuring that no important details are missed. This centralized approach is advantageous for both employees and clients, fostering a strong information ecosystem. By enhancing relationship management, the CRM cultivates trust among all parties involved. The data collected, encompassing addresses and customer specifics, can be effortlessly leveraged by other Abacus applications thanks to its compatibility with the Abacus ERP system. Such integration streamlines related processes, significantly minimizing the time and effort necessary for data handling. Additionally, the Abacus CRM database is designed to be customizable and accessible to all authorized personnel or departments. The CRM portal improves user experience with features like full-text search, customizable selection lists, and various filtering options, making it simple to find specific customer information. Access and input rights help maintain high data quality standards, while division-level access controls provide an additional security layer. This thorough approach to managing customer relationships not only empowers organizations to utilize their data effectively but also enhances the overall client experience. By leveraging these tools, businesses can achieve a more streamlined workflow and foster stronger connections with their customers.

Media

Media

Integrations Supported

CAQ.Net
Figures
Gemini 1.5 Flash
Google Maps
Iptor multiflex
Microsoft Outlook
PayNuts
Salesforce

Integrations Supported

CAQ.Net
Figures
Gemini 1.5 Flash
Google Maps
Iptor multiflex
Microsoft Outlook
PayNuts
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Abacus Financials

Date Founded

2018

Company Location

United Kingdom

Company Website

www.abacusfinancials.com

Company Facts

Organization Name

Abacus

Company Location

Switzerland

Company Website

www.abacus.ch/en/products/administration-sales/crm/overview

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Categories and 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

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