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What is Sonaro?

Discover the advantages of an efficient and user-friendly customer relationship management system by taking advantage of a complimentary 30-day trial! You can easily document any new interactions—be it phone calls, messages, or meetings—related to a contact or organization, while also planning future follow-ups through an integrated task management feature. Setting up new clients is a breeze, and for those who already have established relationships, importing them from previous CRM platforms or Microsoft Excel is a simple task. You can keep track of all upcoming engagements in the 'Calendar' as well as in the 'Actions' list, which helps maintain your organizational structure. With just a click in the ‘Action’ window, you can access the relevant customer profile, ensuring you have all necessary information at your fingertips. Furthermore, the ability to synchronize the ‘Calendar’ with other applications, like Google Calendar, Outlook Calendar, and iCalendar, enhances your productivity. This system also simplifies the management of multiple sales interactions for the same customer, and from the project interface, you can swiftly create tasks and assign them to yourself or colleagues. By opting for this cutting-edge solution, you can significantly improve your business processes and elevate customer engagement to new heights. Take the first step towards transforming your operations today!

What is FinKoper?

FinKoper CRM is specifically tailored for accounting firms, offering a suite of useful features. One of the standout functionalities is communication, which enables interactions with clients through Telegram, WhatsApp, or Email, allowing all accountants handling a client to converse within a single interface, eliminating the need for personal messaging apps. Additionally, the service generates a tax calendar for each client upon setup, seamlessly integrating tax reporting schedules into the accountants' calendars. The platform also includes a system for chats and tasks, where employees can monitor and assign tasks to themselves and their teammates, complete with options for recurring tasks, checklists, tags, comments, and document attachments all organized in a single location. Furthermore, the work time tracking feature provides insights into staff planning, qualifications, and workloads, helping firms optimize their resources effectively. Lastly, managers benefit from comprehensive analytics that deliver detailed reports, graphs, and charts illustrating employee productivity and work efficiency for each client and task, ensuring informed decision-making. This holistic approach streamlines operations and enhances collaboration within accounting teams.

Media

Media

Integrations Supported

Adyen
Amazon Web Services (AWS)
DPD
Facebook
Frontu
Google Cloud Platform
IDnow
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
PayPal
Paysera
iCalendar

Integrations Supported

1C:Enterprise
Gmail
Mail.ru
Telegram
WhatsApp
Yandex Disk
Yandex Mail

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

€5/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Sonaro

Company Location

Lithuania

Company Website

www.sonaro.lt/crm-programa-en

Company Facts

Organization Name

Alfa Solution spol. s.r.o.

Date Founded

2022

Company Location

Czech Republic

Company Website

www.finkoper.com

Categories and Features

CRM

Not specified

Categories and Features

Accounting Practice Management

Billing & Invoicing
Client Management
Document Management
Due Date Tracking
Staff Management
Time Tracking

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Mobile Access
Task Management

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