Financial advisors and accounting companies

Accuracy, organised data and documents are of paramount importance to companies providing accounting services. Thanks to its functionalities, Hanna will become an indispensable assistant in managing customer accounting and personnel documents..

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Surprise your customers with the promptness of services

Why does your company need Hanna?

Improved quality of services

An accountant or financial specialist is associated with order and assurance. Hanna will help you avoid human errors and expedite customer service.

Expedited daily processes

Digital conclusion of contracts and electronic signing, as well as automation of a number of other routine jobs will save you time.

Prevention of errors

Scheduling tasks, keeping track of deadlines and customer history will help you avoid missing details, loosing documents or delays. Hanna will help ensure professional activities.

Hanna functionalities for a financial sector company

Discover possibilities offered by Hanna

Customer database

Hanna allows collecting all the information about the customer and viewing the history of cooperation.

Create a customer profile and access all tasks, projects, invoices, payments, expenses, contracts and notes in one place.

Archive your entire e-mail communication history and find it on your client card at any time.

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Contract management

Digital register of contracts concluded with customers – a necessity for every business.

Contract collected and stored in Hanna can always be retrieved quickly and easily.

Divide contracts by type and function, track contract validity term, as well as serviced agreed and described.

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Project management

Assign tasks and objects to the project in the Project Module, calculate the time spent on the project, create stages, upload files and prepare contracts, register incidents, assign invoices and expenses, even see all e-mails related to the project.

In addition, you can analyse the Gantt chart of the project and see the overall Gantt chart of all the projects.

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All success stories

Find out how Hanna solutions help companies like yours to manage their processes in a more convenient and organiser manner. Could we be creating another success story together?

We have been working with the Hanna system for several years. The user interface is perfect, it is very easy to work. Our company is happy using Hanna system. We save a lot of time and do not forget important information.

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The program is powerful and has a lot of functions. Flexible, informative and fast CRM. Hanna CRM saved us a bunch of time with great invoicing system. Everything is nice, simple and easy to navigate.

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Our company quickly got used to the Hanna system. The system is easy to understand and use. With calendar integration, we don't leave any tasks unfinished, and task reminders help us not to forget even low-priority tasks. Project management is very important in our company. In Hanna, we can record completed and planned tasks, invoices, expenses, and many other highly relevant processes for projects.

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We have worked with CRM systems before, but when we tried Hanna, we realized how simple everyday processes can be. The program helps to plan time, prevents us from forgetting tasks, and automated functions save time. We no longer send invoices to clients manually - the program takes care of it. In addition, creating contracts and documents has become simpler, as we can not only create them individually for each client but also sign them with an electronic signature.

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With Hanna we finally have all the contacts in one place and each employee only sees the contacts that are relevant to them. In addition, invoices are automatically sent to clients, so there is no need to worry about it manually.

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With the help of the program, we can track all current and potential clients. When a call comes in, the system allows us to immediately create a customer, describe their preferences and other important information. We have received feedback from clients that we do not forget even the smallest details, and this is thanks to the Hanna program!

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A reliable and automated program. Kanban and Gantt charts simplify processes and help to stick to the set plan. Goals tracking has made a significant progress in our company. We calculate both the overall and individual goals of the employees. Sales have increased, the contact list has expanded, and with the help of the Hanna system, we perform all our tasks.

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Ready to start? See how the beginning looks in Hanna business management system

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Simple pricing

The pricing of Hanna’s business management system is based on the principle of a monthly subscription and depends on the number of workplaces. We offer simple and number-based pricing.

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