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CRM for

 accounting and outsourcing firms

Our CRM is the ideal solution for accounting outsourcing and accounting firms, allowing for efficient work automation. The platform helps optimize accounting processes and simplifies communication with clients. Your accountants can focus on key tasks while the system automates routine processes.
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We will connect communication channels to the CRM system - and all communication will take place in one space for you

Integration of communication channels with the CRM system for accounting

Your clients can reach out via Email, Telegram, Viber, and other channels, while all correspondence for the accountant takes place in a single CRM window. This ensures convenient access to the entire communication history, allows for quick responses to client requests, and keeps all matters under control in one place.

Suitable for:

Outsourcing accounting firms

Improve client management and reporting through the automation of routine tasks, allowing a focus on the strategic aspects of service delivery

For real estate agencies

Ensure convenient access to all client information and automate accounting processes, enhancing work efficiency and reducing the risk of errors

Financial documentation and reporting teams

Streamline teamwork and collaboration through a centralized platform that allows for quick data entry and communication in a single window

Independent accountants working in outsourcing

Gain the ability to manage multiple clients simultaneously, keeping all correspondence and documents in one place for easy access and organization

About the service

1

Client database and client card

Gain access to an extended client card with a complete history of interactions and financial data. The accountant has access only to their clients and communicates solely with their contacts, enhancing security and work efficiency
2

Communication process with clients

Systematize communications through a dialogue funnel that allows tracking all correspondence between the accountant and clients in one place. Optimize processes and responses to ensure nothing goes unnoticed
3

Accountant's workspace

Keep all data in one place: client database, task planner, and communication history—all at your fingertips. Easily track task progress and never miss important events in client interactions.
Learn more about
the features and functionality of the
service, apply for a free demo
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4

Reporting control

Specify the tax system for each client, and reporting tasks will be created automatically. The accountant gets a convenient interface for working with their clients, while the manager has oversight for the entire company. Deadlines for reporting submission and notifications with reminders will help avoid delays and ensure clear work planning
5

Invoice automation

Create and send invoices in just a few clicks with document templates and automatic task generation for invoicing. Improve accuracy and speed when handling financial documents
6

Integration with popular platforms

Consolidate all communication channels through integration with Instagram, Facebook, Viber, and other popular platforms to keep all correspondence in one convenient place

Platform features

Client communication workflow
Monitor the status of client dialogues in real-time
Custom fields
Customize client cards according to your needs
Personalized workspaces
Create unique planners for your team
Filters
Set up filters for contacts or tasks based on any fields
Reminders
Configure reminders for calls and events
Group chats in Telegram
Integrate chats for effective communication with your team and clients
One-click reports
Quickly generate detailed reports for activity and client analysis
Automatic tasks
The system automatically creates tasks based on the funnel and client history
Communication history
Store all communication with clients for easy access and analysis
Integration with financial services
Automate payment processing and invoice reconciliation
Document templates
Use ready-made templates for quick creation of contracts, acts, and invoices

See how it works

Extended client card: all information in one place
Accountant workspace: efficient task organization
Learn more about
the features and functionality of the
service, apply for a free demo
Thank you, your data has been sent successfully
Check the correctness of the completed data

Pricing

Plan A
$180
Order
Plan B
$300
Order
Plan F
$450
Order

Account connection

Registration of a new account, inviting and setting up employees in Planfix

Free support and training

3 days
5 days
7 days

Knowledge base

Pre-installed structure of a quick response/request guide with the ability for self-filling
Configuration of the quick response guide
Deployment of time tracking configuration

Communication process with clients

Dialogue funnel with clients and their current status
Customized fields and client card
Personalized planners/workspaces for management or teams
Customizable filters for any field
Ability to communicate separately with both the internal team and the client simultaneously
Reminders for calls or events
Integration of Telegram group chats into the system with the assignment of the accountant responsible for the client

Accountant's workspace

A client database that the accountant has access to
A daily and weekly planner containing all automatically created tasks, where the accountant can record tasks from clients or tasks from the manager
Client inquiries from all communication channels are displayed. All correspondence is recorded in Planfix and remains there permanently. Only authorized personnel have access to the correspondence and can respond
The accountant or manager can immediately create a task based on the client's inquiry. It is clear which clients still have outstanding tasks
The workspace contains instructions for the accountant and internal contacts

Automation of the reporting control process

Recording each client's taxation system in the database allows filtering of clients
Each client is assigned to their own accountant
Recording the types of reports each client submits according to their form of ownership and taxation system
Automatic task creation for submitting the required type of reporting for each specific client. Tasks are created in advance, based on the number of days needed to prepare the reporting, indicating the deadline date. Tasks go through the necessary stages of your business process: in progress, prepared, submitted, accepted, etc
Tasks are created for the assigned accountant managing the client, and each accountant can only see their tasks. The manager has an administrative view, where they can see the overall situation

Automation of the invoicing process for accounting services

Recording in the client database the accounting support services provided by the company and the service tariff
Creating document templates (acts, invoices, or contracts) for each client
Monthly automatic task creation, which already includes information about the service and amount; the accountant only needs to click a button to generate the act and invoice based on the template
The act and invoice can be sent directly from Planfix to the client via email or through a channel convenient for them
Tasks are created for the accountant managing the client, and each accountant can only see their tasks. The manager has an administrative view where they can see the overall situation. Tasks go through the necessary stages of your business process: In progress, Invoice sent, Invoice paid, Task completed, etc

Reporting and Analytics

Pre-configured report: Client Reporting Control
Pre-configured report: Accountant Reporting Control
Pre-configured report: Invoices Issued to Clients
Pre-configured report: Invoices Issued by Accountants

Description of General System Capabilities

Integration with websites, Instagram, Facebook, Google Forms, Viber, Telegram, WhatsApp, corporate email
IP telephony
Financial analytics
Employee groups and hierarchical structures
Mobile application
Optimize accounting processes

and communication with clients –

faster, more efficient, with complete control!

How it works?

Platform Presentation

Arranging a video call with you to demonstrate the capabilities of the platform according to your request
1

Creating Terms of Reference

Discussing tasks and requirements for the implementation, agreeing on terms and conditions
2

System Setup

Configuring the platform according to the ToR
3

Hello World

Agreeing on all settings and connecting the platform to your accounts
4

Support and Maintenance

Providing technical support and staff training
5

Chat with the support team

You can ask all questions about the platform or work process in a joint chat with our support team

User reviews

Victoria Brezgalova

СЕО
Thanks to ProcessFather and Planfix, we have improved all of our processes by 70%. 100% improvement wouldn’t have been possible since we are a large production company.

Without automation, we would go crazy, especially with social media. Thanks to Planfix, I have two online store managers working effectively. When it comes to requests from our social media accounts, my managers and I always have a finger on the pulse. Thanks to Planfix, managers see interested customers under each post and do their best to convert every lead to an actual buyer. In the past, we lost too many customers because we didn’t properly manage the comments under our posts. And now, using Planfix, we work with every customer who simply leaves a comment under a post expressing how they liked something that we sell. In 50% of cases, these leads become customers.

Big thank you to your entire team for constantly being online and answering my questions. Couldn’t be happier to work with professionals like you!

Andriy Panchenko

СЕО
I own a company that manufactures and sells shoes online. Before we implemented Planfix, my main problem was that we couldn't scale the business. I could not hire new managers, there were problems with connecting Facebook and Instagram, and other sites. We could not reply to our customers in messengers. I had a separate manager or several managers for each site, they were confused and conflicted with each other. Decent control of KPIs and manager productivity was out of the question.After we implemented Planfix, we were able to scale the business. Managers became universal regardless of the site, and clear and understandable control tools were implemented. Before Planfix, I had 3 people working in the sales department. Today I have 17 people working there. We’ve almost tripled our sales!I went through many CRM systems before implementing Planfix, the main deciding factor for me was the approach that Mykola and his team used at ProcessFather. I talked to a lot of teams that implemented both Bitrix24 and AMO CRM, and they weren’t completely satisfied with the CRMs. It was very important for me to be in constant contact with Mykola and his team so that my demands were met as quickly as possible, and exactly the way I wanted.I am absolutely satisfied with the cooperation, this is the fourth year that we’ll be working together. Everything is great. Thank you, ProcessFather!

Kim Fomkin

СЕО
To everyone who’s currently struggling with business automation and building systematic work processes for the company, I definitely recommend Mykola and his team.

Step by step we’re solving various processes in my IT company. As a recent example, we have developed and implemented a system for our new "server technical support and administration" services that automates and simplifies work with our clients.

I really like Mykola's work principles. He’s always eager to offer the best solutions, without trying to add extra work. Our cooperation is very efficient and transparent.

Yaremenko Vadym

СЕО
Our company offers chimney and venting services with home visits. For 6 months we’d been using AMO CRM, but it did not solve our problems, so we started to look for another solution that would cover our needs while offering flexible settings + good ratio of price/quality. At the Business Concentrate forum, we were advised to pay attention to PlanFix, and that’s how we turned to the guys from ProcessFather. We didn’t have a huge budget, so we broke down the CRM integration into step-by-step stages, and everything worked out 🙂 Hooray! Slowly but surely, we’ve adjusted all the main processes and taught the employees how to work with the platform. It took them some time to get used to this new software, but eventually, they figured it out! Now everything works as we wanted. The reports are displayed automatically and there’s finally no need to create them manually! We’re exploring all of the features, improving, making adjustments, and learning! I’m really satisfied with the cooperation 😀🙏 The most valuable thing to note is the loyal, understanding, and compassionate attitude of Mykola and his ProcessFather team!

Andriy Kolomiytsev

СTО
Many thanks to Mykola! I’m happy to cooperate with ProcessFather.

Their team of specialists managed to implement a model of our company's business processes into the CRM Planfix system, which allowed to formalize the relationship in the vertical management of the company and make the work process much more manageable.

I definitely recommend these guys.They respond almost instantly to any adjustment requests and when new tasks arise.

Cool people, great cooperation.

Albert Shoom

СЕО
Huge thanks to ProcessFather for helping to put our social media in order. Instagram and Facebook provide little functionality to work with customers, and ProcessFather, together with Planfix, fills all the gaps due to which we may lose customers, orders, and money.

The platform takes some time to get used to, but after that life becomes much easier))

And most importantly, whenever something is unclear, you can contact ProcessFather support, and they will instantly solve any of your problems.

Alexandr Kuznetsov

СЕО
Planfix is a powerful corporate governance tool. We at InteractiveCenter didn’t use PlanFix to its full potential before teaming up with ProcessFather. In the span of several months of cooperation, we’ve managed to digitize important business processes. Mykola is extremely proactive! He doesn’t simply follow the ToR but predicts and makes guesses about what we actually need. Then he helps us to form requests and implement them. Recommended!

Anastasia Karida

Lead Maketer
It is a pleasure to work with professionals who can hear, submerge into, and understand the specifics of the client's business process. Thank you Process Father for your promptness, expertise, and patience :)

Nikita Pustovoi

СMО
For some time we worked with AMO CRM. It was convenient for us in terms of making calls, the sales department was satisfied, the integration with landing worked great, and everything was great. But the integration with Instagram and direct messages, in particular, worked crookedly. There were very few useful settings, filters, analytics, controls, etc…

We didn't know what to do and by chance, I met Mykola and his company ProcessFather. He offered to start working with Planfix. We didn’t know about this software at all, you’d agree it’s not the most popular platform out there. But we decided to take a risk and give it a try. So now with Planfix, our team has grown to 17 people, they work with the platform efficiently, and everything’s clear and transparent. There are different policies for the distribution of leads, you can easily monitor conversion rates, and you can see how many leads of different statuses each manager works with. We can precisely determine the load and therefore draw conclusions. It has become much easier to run a company.

Simple chatting in the direct messages doesn’t lead to any conclusions, it is impossible to calculate the profit. With 12 people, you can’t just go in and count the money. Without this platform, we would not be making as much money for sure. Everything would be much more complicated. Employees would not earn so much, they would have lower efficiency, it’s all closely connected. We would have an increased staff turnover, the recruiter would have more work, and so on ...

Just imagine how one platform can solve so many issues. I am very grateful to ProcessFather for their help, what they did for us is just fantastic. You surely gotta try to work with them!

FAQ

This is the first time I'm seeing your platform. Why should I trust you?

Our PlanFix platform team gets most of our work through word-of-mouth recommendations from our direct users and business owners, without any social media advertisements. We proudly share our client testimonials, you can find them directly on the website :)

How much will it cost to migrate to your platform?

Data import is included in the cost of Plan B and Plan F service packages.

How much does it cost to work with your platform?

Support and staff training are included in the cost of all service packages, the only difference between the packages is the duration of the support period.

How long does the setup take?

It can take 2-3 business days to prepare and set up your account. At any given stage of preparation, you can join the process and control the work if you wish.

Why are you unique?

We do not simply sell software, we set up the perfect workspace for your company. Thanks to our experience of working with recruiting agencies and HR managers, we have developed the best interface for your needs.

If I don't have a website now, will I be able to connect it later?

Absolutely! When setting up your account, we will prepare all the necessary settings for receiving requests from the website in advance. In the future, the site can be connected whenever you need, and the setup will take practically no time.

How much do your services cost?

The cost of CRM integration varies depending on the service package. Every package price you see on our website is a one-time payment for our services that includes CRM integration and setup.After making a one-time payment, you will only need to pay a subscription fee for the CRM Planfix software product. The cost of the subscription fee for further use is calculated based on the number of employees who will work in the account. For additional details about the pricing, please refer to https://planfix.com/prices/

If I need to make adjustments after the test period, who should I contact?

Usually we cooperate with the majority of clients even after the end of the test period on the terms of hourly service payments. These are set individually.

What opportunities do Vacancies and Candidate Planners provide?

A vacancy and a candidate are two independent entities with their own attributes and characteristics. We have placed them in different planners to make you feel comfortable working with each of them separately. However, when you link a specific candidate to a particular vacancy, the system establishes important connections and interactions that contribute to the development and optimization of your internal business processes.

What tools for integration with external platforms are available in the system?

Now it doesn't matter which communication channels you use - Facebook, Instagram, WhatsApp, Viber, Telegram, or email. You can communicate with candidates directly from Planfix. Wherever a candidate writes to you, you will see their message in the Chronicle and can respond instantly, and they will receive your response where they started the conversation. Didn't see the platform you need on the list? Just let us know - Planfix has a wide range of integration options through open API methods, so we will be able to integrate exactly the platform you need.

Why is it worth considering the Maximum Full Set?

The "Maximum Complete Set" is the perfect choice for enhancing your business. This package not only provides advanced features for an effective start but also takes into account future needs, ensuring access to additional settings. Moreover, by choosing this package, you will gain financial benefits and the maximum number of days of free support for your employees, helping to ensure their seamless operation with the system.

What opportunities does automatic invoicing provide?

Automatic invoicing allows the system to independently generate tasks with pre-filled service and cost data for each client. The accountant only needs to click a button to create an invoice or document, after which the document is automatically sent to the client through a convenient channel. Thanks to the automation of this process, each accountant can see their tasks, and the manager has the ability to oversee completion through administrative access.

What opportunities does the reporting control process provide?

"The Maximum Full Set" is the perfect choice for improving recruiting and employee management. This package not only provides advanced features to get you off to an effective start, but also takes into account the future needs of your business by giving you access to additional customizations. In addition to financial benefits, choosing this package you also get the maximum number of days of free support for your employees.

Read more in our blog:

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Why choose us?

Uniqueness
Our solution stands out in the market
Our solution has no equivalents on the market.
We support customers and respond to requests in an average of 15 minutes
Experience
Planfix has been on the market from 2013, providing a reliable foundation for your personalized HRM/ATS system
IT Expertise
Our team has of experience in IT from 2018, working on various IT solutions for businesses, which gives us insight into the specifics of such products and effective operational management
Ease of Use
We've ensured that making any changes can be done without involving programmers
Platform for Building Your Own Management System
Planfix is more than just project and task management. It helps you create CRM, production management systems, employee workload management, and much more. It's a comprehensive system for managing your company, not just a collection of modules
Unique Tools
Planfix allows you to do what's impossible in other systems. Even basic features like recurring tasks or report builders in Planfix are implemented at a deeper level, providing more capabilities. The Planner, Chronicle, and Analytics make the system powerful and pleasantly surprise everyone who gets acquainted with Planfix
Planfix Helps You Work the Way You Need
Not how its creators imagined. You can use ready-made solutions or decide how it should work yourself. This freedom attracts our users, and thanks to it, Planfix literally grows with your company
A Unified System Where Everything Is at Hand
All departments and business processes in Planfix work with shared data, eliminating the need for manual data transfer and duplication. This streamlines work and reduces the likelihood of errors between departments and processes
Planfix Can Look Like Your Corporate Management System
In corporate colors, with your company's logo and menu items leading to your websites and services. This makes it the "main program" that your employees launch when sitting at their computers, increasing their engagement in the work process
Planfix Offers User-Friendly and Fast Apps for iOS and Android
Even when you're on the go, you'll have access to your projects, receive timely reminders, communicate with colleagues and clients, assign and complete tasks