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..
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
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.
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.
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.
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 different selling channels and Hanna CRM helps integrate different departments for better customer support. Great advantages are click to call function and integration with email. Customers‘ support are open for new ideas for functionality, usability, also, solve issues very fast.
Hanna CRM system is already integrated with few ERP systems, so it was easy to start using it. Compatible with all types of phones, so all functionality is able to reach using smartphone. Integration with field service management system Tasker gave possibility to improve our service activity.
Hanna CRM system is very user friendly. It has all the tools to optimize your business process. The system has great project management possibilities, also a lot of useful reports. With this CRM you can control all your business processes because of basic integration with third part systems.
Ready to start? See how the beginning looks in Hanna business management system
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.
See the prices