From today Finance and Care are a public beta, open to every organisation: ready to use, and marked Beta while we keep improving them. They come together as one bolt-on, Finance and Customer Care, added in Menu > Plan and billing, and appear as two buttons in the top bar, Finance and Care. Each company's own Finance tab stays part of the free CRM.
Finance: every customer's payments
- Income: every payment your customers owe, Expected and Received, filtered by how late, with many confirmed at once.
- Costs: what each customer costs you, and your organisation's own costs, so you can see the margin each customer brings.
- Overview: what came in, what is owed and what is late, month by month, every currency added up at the European Central Bank's rates.
- A chase task for a payment still expected a few days after its due date, 3 by default.
- Download a month for the accountant: one ZIP of every payment received that month, each pro-forma as a PDF, and a summary in Excel and CSV.
- The Finance setup wizard sets what your pro-formas print: your details, your VAT, your bank and your days to pay.
Care: how each customer is doing
- Customer Care lists your Customers, those who buy now and then as well as those with a subscription, Needs attention first.
- Health in Green, Amber or Red, and a health score from six areas: income trend, interactions, services taken, complaints, satisfaction and the relationship.
- Each Customer's Care tab: what they bought, when you were last in touch, Log interaction, a Dashboard of the last 12 months, surveys, documents for the customer and the AI insight.
- Surveys: NPS, CSAT, CES or a question of your own, sent from your own e-mail, with one link for each customer.
- The Customer Care setup wizard gets you started: which customers first, how each is doing, who looks after them, and reminders.
A seat for your accountant
- In Organisation settings > People, an administrator gives a person the Role Accountant, beside Org admin and Normal user. Invite your accountant, on Finance, opens the invitation with Accountant already chosen.
- Your accountant sees Finance alone and changes nothing: they read the payments, download the pro-formas and the month's ZIP, and note each invoice number and transaction reference.
- An accountant takes a seat like any colleague, and is never offered as an Owner or as somebody to give a task to.
What each costs is on crm.bamya.co/pricing.