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FinKoper Review

FinKoper
Our score: 8.0 User satisfaction: 90%

What is FinKoper?

FinKoper is a CRM for accounting that helps firms collaborate and communicate for work in a single platform. Accounting firms can benefit greatly from this specialized CRM as it promotes increased transparency, automation, and collaboration.

The organization is not an issue since this platform can help create tasks with deadlines for yourself and other employees. Monitoring deadlines and planning the workload better for employees and managers are made straightforward with this tool. The platform makes work more efficient with its systematic functions.

FinKoper offers secure storage of documents and maintenance of an up-to-date and archived client base. Looking for a new accountant is made easy and quick, too. With this robust CRM solution, all data instantly becomes available in just one click.

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Overview of FinKoper Benefits

FinKoper offers CRM benefits customized for the particular needs of accounting and financial firms.

All data stored are in one place, which makes it easier for everyone on the team to look for customer files. Everyone on the team gets to have access and notification regarding client reporting.

Employee Benefits

Communication is more accessible since there are multifunctional chats readily available. For clients, a service will collect all the correspondence in one place and send the messages instantly through messengers or mail for more convenience. For colleagues, there are group and thematic chats available. Secret conversations are also available to selected members.

Create and share tasks with no hassle within the organization. Set a reminder straight from chat and do it in a few clicks. More importantly, choose an environment (light or dark interface), whichever feels more convenient for you.

Leader Benefits

Tracking employee efficiency and balancing workload is more accessible by checking it in a dashboard. You can even track the time spent assisting the client and see the ROI progress.

The administration work process is more efficient, with instant access to clients’ files in just one click. Most admin tasks are automated, making this tool convenient in many ways.

Use a client base, including an archived one, to customize news, information, and advertising mailings.

Company Benefits

With all the processes streamlined for both the employee and leader, the company gets to experience more growth and improve work quality and labor productivity. There’s also a high chance of reducing risks, getting more satisfied customers, and configuring user rights.

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Overview of FinKoper Features

  • Multifunctional chats
  • Centralized data
  • Tax calendar
  • Archived customer base
  • Secure document storage

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies

FinKoper Position In Our Categories

Because companies have specific business-related requirements, it is reasonable they steer clear of purchasing an all-encompassing, ideal software solution. Needless to say, it is difficult to discover such a software product even among recognizable software solutions. The sensible step to undertake can be to write the numerous essential factors that call for a investigation such as major features, price plans, technical skill aptitude of staff, business size, etc. Thereafter, you must perform the research fully. Read some of these FinKoper review articles and scrutinize the other applications in your shortlist in detail. Such well-rounded research ascertain you avoid unsuitable software solutions and select the one which includes all the features your company requires.

Position of FinKoper in our main categories:

TOP 500

FinKoper is one of the top 500 CRM Software products

If you are considering FinKoper it might also be beneficial to examine other subcategories of CRM Software gathered in our base of SaaS software reviews.

Each company has its own characteristics, and might call for a particular type of CRM Software solution that will be fit for their business size, type of customers and employees and even particular niche they support. We advise you don't count on finding an ideal services that is going to be suitable for every company no matter what their background is. It may be a good idea to read a few FinKoper CRM Software reviews first and even then you should remember what the software is supposed to do for your business and your staff. Do you require a simple and straightforward solution with just essential features? Will you actually make use of the advanced functionalities needed by pros and big enterprises? Are there any particular tools that are especially useful for the industry you work in? If you ask yourself these questions it will be much easier to get a trustworthy solution that will match your budget.

How Much Does FinKoper Cost?

FinKoper Pricing Plans:

Free Trial

Starter

€5/month

Business

€140/month

Enterprise

Contact vendor

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What are FinKoper pricing details?

FinKoper Pricing Plans:

Free Trial

Starter

€5/month

Business

€140/month

Enterprise

Contact vendor

FinKoper has flexible pricing for clients. You only pay for the number of clients you have. Register to get a customized quote. FinKoper also offers a 1-month FREE trial, and all plans offer messaging tools for employees.

Starter – €5/month

  • Inform clients about task completion automatically
  • Inclusion in the federal database of accounting companies
  • Mailing to the clients via email and messengers
  • Document storage of 300 MB
  • Personal task calendar for an employee
  • Ability to create a client task via Telegram
  • 15% discount when paying for a year

Business – €140/month

  • Inform clients about task completion automatically
  • Inclusion in the federal database of accounting companies
  • Mailing to the clients via email and messengers
  • Document storage of 3 GB
  • Personal task calendar for an employee
  • Ability to create a client task via Telegram
  • 15% discount when paying for a year

Enterprise – By quote

  • Inform clients about task completion automatically
  • Inclusion in the federal database of accounting companies
  • Mailing to the clients via email and messengers
  • Document storage of 3.06 GB
  • Personal task calendar for an employee
  • Ability to create a client task via Telegram
  • 15% discount when paying for a year

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to get a CRM Software it’s vital not only to find out how experts rank it in their reviews, but also to check whether the real clients and enterprises that use this software are indeed happy with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and FinKoper reviews across a broad array of social media sites. The information is then presented in a simple to digest way revealing how many users had positive and negative experience with FinKoper. With that information at your disposal you will be ready to make an informed business decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Mac

Deployment

  • Cloud Hosted

Language Support

  • English
  • German
  • Russian

Pricing Model

  • Monthly payment
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for FinKoper?

FinKoper has integrations with:

  • Telegram
  • WhatsApp
  • Yandex Disk
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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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