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Finance CRM

CRM za finansijske savetnike

Organise client files, investment profiles, meetings and mandatory follow-up tasks without spreadsheets.

Request finance CRM →

Client records

The workflow follows your roles, documents and integrations instead of locking you into generic SaaS.

Meetings and tasks

The workflow follows your roles, documents and integrations instead of locking you into generic SaaS.

Documents and approvals

The workflow follows your roles, documents and integrations instead of locking you into generic SaaS.

Team reporting

The workflow follows your roles, documents and integrations instead of locking you into generic SaaS.

Landing page for high-intent B2B search.

Saitami builds the solution around the client process: roles, reporting, ERP/CRM integrations, data migration and team onboarding.

Talk to Saitami

Сваки дан чекања, конкуренција добија ваше клијенте

Закажите бесплатну 30-минутну консултацију. Анализираћемо ваше онлајн присуство и показати вам најбржи пут до више прихода.

Trusted by companies across Bulgaria

  • КМП Билд
  • FIX
  • SoftUni
  • Unit Gold
  • Akbari Perfume
  • Baytown Machinery
  • Vida Luxe
  • Prostructura
  • Crypto.bg
  • MysteryBet
  • AGA Transfer
  • Avanta
  • Unit Estate
  • ЗапазиЧас
  • Labimex
  • НАК / NEC
  • Camélia Désir
  • Elite Call Center

Partners & programmes

Ministry of Innovation and GrowthMinistry of Innovation and Growth
ИСУН 2020ИСУН 2020
Ministry of InteriorMinistry of Interior
CRM za finansijske savetnike | Saitami.bg