CRM for Finance

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CRM for finance professionals.

Accountants handle the heavy responsibility of managing expenses, profits, and budgets and assessing the financial health of their company. They are specially equipped with strong mathematical and organizational skills, but it is nearly impossible to manage every financial transaction without a software program to be of assistance.

Avid CRM is the first CRM truly embedded in Outlook. Avid CRM gathers your business operations under one roof with key features that help you stay on top of your incoming daily to-dos. Avid CRM is a versatile, user-friendly CRM embedded in Outlook that caters to the accounting department. Avid’s integration capability allows key financial data such as accounts on credit hold, accounts receivable aging, summaries of invoicing totals, etc. to be visible to the sales team without giving them direct access to the accounting system. Avid CRM allows your team to track and share all necessary data, work together efficiently, and organize communications.


Document and report generation.

Formulating and providing visibility of hundreds of various documents to the sales team from invoices to budget forecasts can be challenging. Luckily, Avid has key features that help you to do just that. Generate classic-style reports for your team with Avid CRM’s Report Manager and produce documents with Avid’s File Generation feature. Create your own templates using any data within your CRM database. Keep all your documents and reports visible from within Outlook and Avid CRM for easy access and reference.

Data storage and security.

In accounting, you must store and organize your company’s and client’s private financial information that must be kept safe and private. Avoid the risk of data security breaches and safeguard your digital assets with Avid. Our cloud-hosted solution utilizes the Microsoft Azure cloud, ensuring data security and integrity. Software updates and full version upgrades as well as unlimited CRM data storage are included in our maintenance and support plans. We offer an OnPremise server version for those who prefer it.

Avid’s key features allow your team to optimize the usage and storage of data. Tiers of privileged data access make it possible to bar certain employees from accessing classified information.


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