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Description
Finaxis streamlines the accounts receivable process by providing intelligent reminders, follow-ups across multiple channels (including email, SMS, and voice), predictive payment analytics, and immediate cash flow visibility. It seamlessly integrates with platforms like QuickBooks, Xero, Acomba, Sage 300, and NetSuite. Additionally, it enhances customer engagement by connecting with CRM systems such as HubSpot and Salesforce, allowing for tailored communication. For compatibility with other systems, it also offers CSV import functionality.
Tailored specifically for the Canadian market, it features bilingual workflows in French and English, with all data securely stored within Canada to comply with Quebec's Law 25 and PIPEDA regulations. Aimed at finance teams in sectors such as professional services, SaaS, consulting, and staffing, Finaxis serves as a virtual accounts receivable assistant, functioning as an AI Copilot that adapts to the unique payment behaviors of each customer. This innovative solution not only improves efficiency but also helps companies optimize their cash flow management practices.
Description
Zarina CRM is a top-tier, self-hosted Customer Relationship Management solution that provides a one-time lifetime license, making it an ideal choice for businesses that wish to avoid ongoing SaaS subscription costs. This platform ensures complete data sovereignty and privacy by operating securely on your own server, allowing you to expand your team without incurring additional user fees.
Key functionalities include a user-friendly drag-and-drop Kanban board for managing visual sales pipelines, automated email tracking, intelligent follow-up sequences, and built-in PDF invoicing capabilities complete with digital signatures. Zarina CRM is also compatible with popular platforms such as WooCommerce, Shopify, Stripe, and WhatsApp, facilitating smooth integration across various services.
The software is available in English, Arabic, and Romanian, featuring flexible architectures that can be tailored to meet the needs of specific industries such as Real Estate, Medical Clinics, and Field Services. By choosing Zarina CRM, businesses can gain a powerful alternative to costly cloud-based CRMs like HubSpot or Salesforce, thereby taking full control of their operational expenses and safeguarding sensitive client information. Additionally, its robust feature set positions Zarina CRM as a valuable asset for any organization striving for efficiency and effectiveness in customer relationship management.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Acomba
Yes
HubSpot CRM
Yes
NetSuite
Yes
QuickBooks Online
Yes
Sage 300
Yes
Salesforce
Yes
Xero
Yes
Integrations
Acomba
No
HubSpot CRM
No
NetSuite
No
QuickBooks Online
No
Sage 300
No
Salesforce
No
Xero
No
Pricing Details
$500/month
Free Trial
No
Free Version
Yes
Pricing Details
2990€ / one-time fee
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Finaxis.ai
Founded
2026
Country
Canada
Website
finaxis.ai
Vendor Details
Company Name
Zarina CRM
Founded
2025
Country
Romania
Website
www.zarinacrm.ro/
Product Features
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
