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Description

We understand that every business is different and that a CRM that can be customized to your needs is essential. LCRM was created to help small- to medium-sized B2B businesses operate more efficiently and reduce their employees' workloads. We developed LCRM with the belief that deep accounting integration is vital to your business. Find out how accounting integration can help you! LCRM offers an On-Premise CRM solution to companies that have the right IT infrastructure and want to keep control of their data on private servers. For those who prefer the simplicity and convenience of the Cloud, we also offer a Cloud solution. A CRM system that will help you grow your business. Legrand CRM is flexible and has the "hooks" that allow integration with other business applications and your website. You can customize a CRM according to your requirements by using our native accounting integrations or our configurable screens.

Description

Smart Clerk is an innovative AI tool that revolutionizes the way financial documents are converted into reports that are ready for bookkeeping, thereby enhancing financial management for small and medium enterprises. It efficiently processes both bank and credit card statements, automating the extraction of data, categorization of transactions, and creation of detailed financial reports, which eliminates the tedious task of manual data entry. Users can conveniently upload their statements directly onto the platform, where the AI adeptly manages various formats from any financial institution. The tool also allows for customizable transaction categorization to meet the unique needs of different businesses, and it offers intelligent suggestions for category selection, which is especially helpful for users unsure about how to classify their transactions. Furthermore, Smart Clerk improves vendor management by recognizing and matching vendor names, even when they are abbreviated, thereby enabling users to easily access balances, invoices, and transaction details all in one place. This comprehensive approach not only streamlines financial workflows but also empowers businesses to make informed decisions based on accurate and organized financial data.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bank of America Business Advantage No 
Chase Software No 
New Era Yes 
QuickBooks Online No 
Wildix Yes 

Integrations

Bank of America Business Advantage Yes 
Chase Software Yes 
New Era No 
QuickBooks Online Yes 
Wildix No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook 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 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Legrand CRM

Website

www.legrandcrm.com

Vendor Details

Company Name

Smart Clerk

Founded

2023

Country

United States

Website

smartclerk.ai/

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

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