FINANCE CRM

Finance teams still rely on Excel.

89% of organizations use excel spreadsheets in their planning, budgeting, and forecasting processes.

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What is a finance CRM system?

Finance CRM systems are Customer Relationship Management for Finance. Typically, they automatically capture emails and invoices with team inputs to build effective and efficient accounts receivable processes. A finance CRM supports your customers’ preferences and behaviors around collections as well as your team’s internal needs.

AR 1 ar data aggregation

Before a finance CRM

Without a finance CRM in place, it is common to experience the following:

  • Unhappy customers due to poor experiences and disjointed communications
  • Lost invoices
  • Internal friction disagreements
Finance crm before

After a finance CRM

When you implement a finance CRM, you'll quickly see a positive shift:

  • Happy customers with seamless communication threads and multiple ways for them to pay
  • Paid invoices that are easy to track and sync directly back to your accounting system
  • Cross-departmental collaboration simplified in one place with full visibility into collections
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Customer-centric experience.

Finance CRM software is used by companies with a customer-first mentality. The automation of various collections activities allows for more time for high-impact work, especially building customer relationships.


Collections teams can utilize custom tagging to categorize customers into different groups and personalize outreach accordingly.

Finance crm customer centric

Provation accelerates collections with finance CRM.

“That’s the beauty of Tesorio - through the scalability of the software, we’ve had the opportunity to reach out to customers in a way we never had before, giving them ‘white-glove’ treatment in a stressful and uncertain time.”


Kevin Beam, Credit & Collections Manager for Provation Medical

Case study
Provation

Finance CRM Integrations

Finance CRM software is the integrated hub of your AR and Collections Processes: Integrates quickly and easily with critical systems for cash collections efficiency; including ERP, subscription management, CRM, and other financial systems of record to facilitate a holistic cash flow performance practice of excellence.

Integrations Cash Flow

Ready to take control of your cash flow?

  • Chief Financial Officers

    Get a clear picture of your cash flow’s past, present and future.
  • Collections Teams

    Spend less time on manual tasks—and focus on what matters.
  • Treasury Teams

    Unify all your data in one system of engagement.
  • FP&A Teams

    Build better strategies for sustainable growth.

Learn more about Tesorio.